ikigai Brings Apple Pay to All Clients
- 4 years 5 months ago
- Wealth Management, Payments, Banking
ikigai, the first UK app to bring together everyday banking and wealth management, today brings its customers Apple Pay, a safer, more secure and private way to pay that
ZEDRA sees record new client inflows and revenue growth in the UK
- 4 years 5 months ago
- Asset Management, Wealth Management
ZEDRA, the fastest growing global specialist in Active Wealth, Corporate, Global Expansion and Fund Services, expects to see triple digit revenue growth in 2021, having expanded its client base by 20% between October 2020 and June 2021. ZEDRA’s headcount has also tripled in the same period with an additional 139 employees, and the firm expects to capitalise on the UK’s growing levels of wealth.
Chartered Banker Institute and HSBC UK Join Forces to Support Responsible and Sustainable Banking
- 4 years 5 months ago
- Wealth Management, Banking
The Chartered Banker Institute (the Institute) and HSBC UK are working together to develop the knowledge and expertise of the bank’s commercial banking team to better support UK businesses navigate a transition to net zero. More than 500 colleagues are expected to participate in the Institute’s Green and Sustainable Finance e-learning over the next year.
Northern Trust Launches Alternative Asset Servicing Digitization Initiative
- 4 years 5 months ago
- Management, Wealth Management
Northern Trust has launched a machine learning-powered document capture capability as the foundation of a multi-year investment to digitize alternative asset servicing and enhance the experience for asset owner clients that invest in complex private market and unlisted assets.
“treble” For Objectway Wealthtech Suite As Best Wealth Management Solution At Goodacre Systems In The City Fintech Awards
- 4 years 5 months ago
- Asset Management, Wealth Management
Objectway, a leader in the Digital Wealth & Asset Management software, achieved its eighth consecutive awards recognition – the third time in a row for its WealthTech Suite – by Goodacre, the UK leading specialist consultancy for the securities industry.
Netwealth Investments Limited Extends Strategic Partnership with SEI
- 4 years 5 months ago
- Investment, Wealth Management
SEI, announced today it has extended its contract with UK wealth manager Netwealth Investments Limited (Netwealth) for a further five years.
Senior Leaders ESG Forum Hosted by Compeer and Objectway Highlights an Overarching Need for Common Standards
- 4 years 6 months ago
- Asset Management, Wealth Management
The inaugural meeting of The Senior Leaders ESG Forum brought together a group of leading wealth management firms to discuss the opportunities and challenges associated with ESG investing. The forum was chaired by Compeer, the benchmarking and research firm, and hosted in conjunction with Objectway, a leading digital wealth & asset management software provider.
Avaloq and Vontobel to Link Platforms for Structured Products
- 4 years 6 months ago
- Platform Technology, Wealth Management
Vontobel’s structured products platform deritrade® is to be connected to the Avaloq Wealth platform. This will give Avaloq clients a direct, fully automated means of offering individual investment solutions.
Refinitiv Launches Platform for Wealth Management Firms and Their ActiveTrader Customers
- 4 years 6 months ago
- Trading Systems, Wealth Management
Platform allows wealth firms to offer a superior trading ecosystem for active self-directed investors powered by detailed, timely information and insights, making for an integrated digital experience.
Tellco Selects additiv’s Platform to Support the Launch of their New Wealth Management Services
- 4 years 6 months ago
- Investment Management, Wealth Management
Tellco AG, a specialist in pension provision and wealth management services, has selectedbs Hybrid Wealth Manager solution to assist their move to offer comprehensive wealth management solutions.
Kiwi Wealth partners with German Index Engineering Company Solactive to Deliver New Global Market Benchmark
- 4 years 6 months ago
- Trading Systems, Investment, Wealth Management
As one of the Kiwi pioneers in responsible investing, major Aotearoa New Zealand asset manager Kiwi Wealth has collaboratedwith German index engineer Solactive to create a bespoke benchmark aligned with the asset manager’s own sustainability principles. This new index – the Solactive Kiwi Global Markets Screened Index – took effect on 1 June and is now utilised as the benchmark for Kiwi Wealth’s Core Global Equity Fund. The index covers the... more
Northern Trust Partners with 3D to Support Asset Managers’ Fund Distribution Oversight
- 4 years 6 months ago
- Asset Management, Wealth Management
Northern Trust has entered into an agreement with Distributor Due Diligence (3D) to support its asset manager clients with key elements of how they oversee distribution of their funds to investors. The service is named Network Monitor.
Commenting on UK GDP Data for April, Rupert Thompson, Chief Investment Officer at Kingswood
- 4 years 6 months ago
- Wealth Management, Data
Commenting on UK GDP data for April, Rupert Thompson, Chief Investment Officer at Kingswood, said: “UK GDP posted a large gain in April for the second month running, growing 2.3% m/m in line with expectations. This left GDP up a massive 27.6% up from its low point last April but still down 3.7% on its pre-pandemic level in February 2020. Today’s data confirm a rapid recovery in the UK is well underway and will fuel hopes that the economy will in... more
The Future of Wealth Management is Hyper-personalised, Objectway's Survey Report Shows
- 4 years 6 months ago
- Asset Management, Wealth Management
Highlights: - A top priority in the digital agenda - Hyper-personalisation of investment proposals is the most relevant goal - Far from a data-driven culture - Hyper personalisation is mostly useful to elevate customer experience
Wealth at Work Announces Investment from Aquiline Capital Partners
- 4 years 6 months ago
- Investment, Investment Management, Wealth Management
Wealth at Work Group Limited ("Wealth at Work"), a UK-based specialist provider of workplace financial education, guidance and regulated financial advice for individuals, is pleased to announce that it has agreed to an investment from Aquiline Capital Partners ("Aquiline"), a private investment firm based in New York and London with $6.4 billion in assets under management.
