A Leading US Financial Institution Selects Temenos to Modernize its Wealth Management Platform in the Cloud
- 2 years 11 months ago
- Wealth Management
Temenos today announced that a leading US financial institution is extending its relationship with Temenos to include its international private banking business. The Temenos wealth management platform will support the bank’s strategic transition to a cloud-based core banking system and help drive growth in Europe and the Asia-Pacific (APAC) as it looks to transform its operations and drive efficiencies at scale while offering first-class... more
tendy Partners with WealthKernel to Boost Financial Literacy in UK Teens
- 2 years 11 months ago
- Wealth Management
WealthKernel, a wealthtech provider of digital investment services, today announces its partnership with tendy, an educational investment platform for UK teens. tendy will use WealthKernel’s core investing infrastructure, including trading and custody services, fractional stocks and ETFs, client onboarding (KYC), and access to different account types.
Navian Tech Receives a New Order and Increases Their Order Book by 10.5%
- 3 years 3 days ago
- Wealth Management
Navian - a proptech company working on digitalising real estate developments and investments - secured a new deal through its platform's solutions. The property transaction was executed entirely through this new method and shows a strong demand for digital solutions.
PIMFA Welcomes FCA Proposals for a Simplified Advice Regime
- 3 years 5 days ago
- Wealth Management
PIMFA, the trade association for wealth management, investment services and the personal investment and financial advice industry, has welcomed the Financial Conduct Authority’s (FCA) proposals for a simplified advice regime to encourage more consumers to seek financial advice and reduce the cost burden of advice for relatively simple financial decisions.
Navian Finalist at Nordic PropTech Awards 2023
- 3 years 1 week ago
- Wealth Management
Swedish PropTech Navian has been nominated as one of four finalists for the Nordic PropTech Awards 2023 in the category "Invest & Finance”. The competition highlights and recognises the best new PropTech companies in the Nordic real estate industry. A jury of six people assesses successful work, a professional way of working and what results have been achieved during the last year.
Investment Platform Third Financial Helps New Wealth Manager to £500M
- 3 years 1 week ago
- Wealth Management
A UK wealth manager has grown its assets under management to more than £500 million with the support of investment platform Third Financial, becoming the North West’s largest independent discretionary manager. The firm is one of a series of high-profile client renewals for Third Financial.
Evelyn Partners Recruits New Partner as Head of Fraud and Financial Crime to Lead Forensic Investigations
- 3 years 2 weeks ago
- Wealth Management
Leading UK professional services firm Evelyn Partners today revealed a significant move to strengthen its Forensic Services team with the appointment of Annabel Kerley FCA as Head of Fraud and Financial Crime. As a Partner specialising in investigations Annabel will build and grow Evelyn Partners’ Forensic Services practice, working closely with David Alexander, Head of Forensic Services, and John Holden, Head of Forensic Technology.
Northern Trust Names New Asia Pacific Head of Digital Assets Innovation
- 3 years 3 weeks ago
- Wealth Management
Northern Trust has hired Alvin Chia as its head of Digital Assets Innovation for Asia Pacific.
Navian’s Chosen as One the Top Swedish PropTech
- 3 years 4 weeks ago
- Wealth Management
Navian has been selected as one of the three PropTech companies representing Sweden at Propel by MIPIM this week in New York. The Swedish association PropTech Sweden, sponsoring Propel by MIPIM in New York between 9-11th November, has chosen Navian as one of the PropTech companies to watch out for in the Swedish PropTech ecosystem. Moreover, they have also selected Navian to represent Sweden in the event.
Envestnet and FNZ Partner to Launch Seamless, End-to-end Digital Solution in the U.S. Also to Integrate and Distribute Envestnet’s Wealth Data Platform Internationally
- 3 years 1 month ago
- Wealth Management
Envestnet, Inc., a leading provider of intelligent systems for wealth management and financial wellness, today announced that it is partnering with FNZ, a leading global wealth platform, to create a fully digital, integrated wealth management experience for the U.S. market.
Bespoke Client Apps Now In-reach for More Advisers, with New Partnership
- 3 years 1 month ago
- Wealth Management
A partnership announced today allows wealth managers and financial advisers to launch their own-branded, multi-function app for clients – without the need for external consultants or costly ongoing overheads. The first example of the Third Financial and moneyinfo strategic partnership is the Kingswood Go app, which integrates Third’s investment platform service and moneyinfo’s advanced client experience software.
Nine Nut of 10 Wealth Management Clients Want Access to Private Markets, as They Seek to Mitigate Political Risk from Portfolios
- 3 years 1 month ago
- Wealth Management
Private markets are now a core component of a holistic wealth management service, with 94% of firms either already offering clients access to these investments or working towards it. As public markets have remained highly volatile in 2022, 65% of firms have transacted more than five alternative assets deals in the last 12 months, with 38% of managers involved in more than 20 deals.
Mintus Announces Partnership with Amicorp to Expand Global Reach
- 3 years 1 month 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 1 month 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 1 month 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.
