Kingswood Continues Recruitment Drive with Two New Financial Adviser Hires
- 2 years 3 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.
Fintech App Dinero Encourages Young Indians to Build Wealth; Launches its Beta App on Google Play Store
- 2 years 3 months ago
- Wealth Management
Dinero, India's first rewards-on-investment platform, aimed at young Indians, announced the launch of its beta version of its app today. The app is exclusively available on Google Play Store.
TrueLayer and WealthOS Partner to Bring In-app Payments to Wealth Management Products
- 2 years 3 months ago
- Wealth Management
TrueLayer, Europe’s leading open banking platform, today announces its partnership with WealthOS, the innovative SaaS platform that accelerates digital adoption and innovation for wealth managers.
ATRAM to Launch Digital Wealth Management Platform with additiv
- 2 years 4 months ago
- Wealth Management
ATRAM Trust Corporation (ATRAM), the largest independent asset and wealth manager in the Philippines, today announced that it has signed a strategic partnership with additiv, a leading global wealthtech platform provider.
GVC Gaesco, Key Partner of FNZ Global Wealth Management Platform in Spain
- 2 years 4 months ago
- Wealth Management
GVC Gaesco is reaffirming its commitment to strengthening the digitalisation process of investment services. As such, the Spanish financial group has signed a key partnership with FNZ, a leading global wealth management platform, under its unique platform-as-a-service model, to develop a new digital solution for Investment Services.
FNZ Acquires Swiss Private Banking Technology Company New Access
- 2 years 4 months ago
- Wealth Management
FNZ, the global wealth management platform, has acquired New Access, a specialized private banking technology firm primarily active in the markets of Switzerland, Liechtenstein and Luxembourg. These markets are key to serving and administering client wealth globally and will support FNZ in delivering on its promise to open up wealth and serve the US$240 trillion global wealth market.
FIS Expands Wealth Offerings in the United Kingdom with New Pension Services
- 2 years 4 months ago
- Wealth Management
Financial technology leader FIS® has announced it has enhanced its wealth management solutions with the addition of self-invested personal pension (SIPP) servicing in the United Kingdom. By launching retirement services in the U.K., FIS is greatly expanding its offerings to wealth managers in this market.
Wealthtech Tifin Acquires SharingAlpha
- 2 years 4 months ago
- Wealth Management
US wealthtech platform Tifin has acquired SharingAlpha, a fund rating platform consisting of a community of more than 15,000 professional fund investors and analysts across the world. Co-founded six years ago by two Israeli brothers, Oren and Yuval Kaplan, SharingAlpha offers professionals the opportunity to build their own track record for fund selection and asset allocation capabilities.
Banco Sabadell, Miami Branch Extends Partnership with Wealth Dynamix to Further Extend its Commitment to Providing Exceptional Client Lifecycle Management
- 2 years 4 months ago
- Wealth Management
Wealth Dynamix today announces Banco Sabadell, Miami Branch and Wealth Dynamix, have extended their working partnership for a further five years, heralding a decade-long commitment to the delivery of end-to-end client lifecycle management for HNW and UHNW individuals. This extended partnership is a move that cements Wealth Dynamix as a core technology provider within Banco Sabadell, Miami Branch’s technology infrastructure.
Objectway Suite named Best Wealth Management Solution
- 2 years 4 months ago
- Wealth Management
Objectway, a global wealth, banking & asset management software provider, achieved its ninth consecutive awards recognition – the fourth in a row as “Best Wealth Management Solution” – by Goodacre, the UK leading specialist consultancy for the securities industry.
IBS Intelligence Awards Objectway #1 for Private Banking and Wealth Management Deals
- 2 years 4 months ago
- Wealth Management
Objectway, a global wealth, banking & asset management software provider, has been recognised as the market’s leading firm for Private Banking and Wealth Management deals in the IBS Intelligence Sales League Table (SLT). Objectway also got a very favourable place in the SLT Leaderboard for Private Banking & Wealth Management, a reflection of the company’s offering performance and scalability on a global scale.
Velexa Launches Embedded Investing as a Service Platform
- 2 years 5 months ago
- Wealth Management
Velexa, a recently launched WealthTech, today announced the launch of their Investing Platform as a Service with embedded API and front-to-back B2B2X technology.
Wealth Dynamix Launches First Simplified Client Lifecycle Management Benefit Calculator for Wealth Managers
- 2 years 5 months ago
- Wealth Management
Wealth Dynamix today announces that they have launched the first CLM benefit calculator for Wealth Managers.
Marygold acquires the UK's Tiger Financial & Asset Management
- 2 years 5 months ago
- Wealth Management
Marygold & Co. Limited has announced completion of its acquisition of Tiger Financial & Asset Management Limited, (“Tiger”) a UK based investment adviser. Based in Boughton, Northampton, England, Tiger has approximately £42 million in assets under advice. The firm’s core business is managing clients’ financial wealth across a diverse product range.
WTax and QPLIX Partner to Enhance Withholding Tax Recovery Yield for Investors
- 2 years 5 months ago
- Wealth Management
WTax, the leading withholding tax (WHT) recovery specialist that provides wholly outsourced WHT recovery solutions, has partnered with QPLIX, a leading provider of wealth management software that digitises the management of complex financial assets and supports wealth reporting processes.
