Mintus Announces Partnership with Amicorp to Expand Global Reach
- 3 years 4 months ago
- Wealth Management
Mintus, the fractional art investment platform, today announced its first major partnership in the discretionary fund management and wealth management sector as it seeks to expand its global reach.
Evelyn Partners Strengthens Bestinvest Commercial Team Following Transformation to Hybrid Platform
- 3 years 4 months ago
- Wealth Management
Leading UK wealth manager Evelyn Partners has invested further in its revamped retail investing platform Bestinvest with a number of strategic marketing and commercial appointments.
Third Financial Pushes to Modernise Advice Sector with 2-way Intelliflo Integration
- 3 years 4 months ago
- Wealth Management
Third Financial, the investment platform trusted by more than 70 wealth managers and IFAs, has developed a market-leading 2-way integration with intelliflo office (io), as part of Third’s efforts to help advisers simplify and scale their businesses.
Delio Achieves Double Award Success at Fintech Awards Wales 2022
- 3 years 4 months ago
- Wealth Management
Delio has been named Fintech Exporter of the Year and Fintech Company of the Year at the Fintech Award Wales 2022. The awards, which celebrate the achievements of companies and individuals operating within Wales’ thriving fintech ecosystem, took place in front of a capacity audience at Tramshed in Cardiff on 6 October.
Azentio Software Wins Best Wealth & Investment Technology Company Award at MEA Finance’s Wealth & Investment Summit & Awards
- 3 years 4 months ago
- Wealth Management
Azentio Software (“Azentio”), a Singapore-headquartered technology firm owned by funds advised by Apax Partners, announced today that it has won the ‘Best Wealth & Investment Technology Company’ award at the Wealth & Investment Summit & Awards 2022, for the MFund PlusTM Investment Management Suite, its flagship software product for capital markets.
Liminal is Now the Preferred Custodial Partner for Web3 Aggregator Platform ‘UniFarm’
- 3 years 4 months ago
- Wealth Management
Wallet operations infrastructure platform ‘Liminal’ announced a partnership with Web 3 aggregator ‘UniFarm’. As a part of this association, UniFarm and its partner projects will get access to Liminal’s Digital Asset custody services to manage their assets and day-to-day transactions. In addition, Liminal will also be offering benefits up to USD 60,000 to these projects and cohorts associated with Unifarm.
TripActions Launches Global Rapid Reimbursements in Nearly 30 Currencies Across More than 45 Countries
- 3 years 4 months ago
- Wealth Management
TripActions, the all-in-one travel, corporate card, and expense management solution, today launched global rapid reimbursements through TripActions Liquid™, a new feature enabling quick reimbursements for out-of-pocket expenses made in nearly 30 currencies across more than 45 countries. The innovative feature eliminates the inconvenience and frustration of waiting to be reimbursed through payroll — a process that can often take months for... more
Northern Trust Creates New Leadership Role within Digital Assets and Financial Markets Group
- 3 years 5 months ago
- Wealth Management
Northern Trust today announced the appointment of Michael Buzza as global head of Network Management & Market Strategy. Buzza, previously EMEA head of Market Advocacy and Innovation Research, will oversee the teams dedicated to providing market access and insights across the traditional securities services markets within the Digital Assets and Financial Markets group.
Adhesion Wealth Wins Two WealthManagement.com Industry Awards
- 3 years 5 months ago
- Wealth Management
Adhesion Wealth® won two awards at the eighth annual WealthManagement.com Industry Awards on Sept. 8, taking home honours for excellence in Model Marketplaces in the Technology Providers category, and as RIA Innovator of the Year in the Individual RIA Firm Leaders category for President Barrett Ayers.
Private Markets Access Platform Launches at IPEM
- 3 years 5 months ago
- Wealth Management
Private Markets Alpha (PM Alpha), the recently launched company dedicated to improving access to private markets for the global wealth management industry, has announced it is officially launching its new platform at the
intelliflo’s RedBlack Wins 2022 WealthManagement.com Industry Award for Rebalancing
- 3 years 5 months ago
- Wealth Management
Last night was intelliflo’s first time at the Wealthie awards and we’re excited to have won the 2022 WealthManagement.com Industry Award (‘Wealthie’) for Rebalancing for our RedBlack solution.
FNZ to Acquire German Wealthtech Diamos
- 3 years 5 months ago
- Wealth Management
FNZ, the global wealth management platform, today announced that it has agreed to acquire DIAMOS AG, the specialised wealthtech provider for the asset and wealth management industry, to further enhance its global wealth management platform. The acquisition will strengthen FNZ’s global client proposition by adding advanced product and service solutions to its existing end-to-end wealth management platform.
Northern Trust Bolsters Digital Solutions Consulting Team
- 3 years 6 months ago
- Wealth Management
Northern Trust has named Benjamin Bobroff as the new global head of its Digital Solutions Consulting team within its Asset Servicing business development division and made three senior appointments supporting the continued strategic focus and investment in digital innovation.
UnionBank Partners with Avaloq to Transform its Wealth Management Platform
- 3 years 6 months ago
- Wealth Management
UnionBank continues the digital transformation of its wealth management business with the Avaloq Core Platform. This will help the bank to stay ahead of the technology curve as the financial industry continues to digitalize in the pursuit of greater efficiency and innovation.
Kingswood Continues Recruitment Drive with Two New Financial Adviser Hires
- 3 years 6 months ago
- Wealth Management
Kingswood Holdings Limited, the international, fully integrated wealth and investment management group, is pleased to announce the appointment of Jade Rose and Max Sullivan as financial advisers, based at the firm’s London and Kent offices respectively.
