PIMFA Launches ‘PIMFA WealthTech’ Supported by Morningstar
- 2 years 9 months ago
- Wealth Management
PIMFA, the trade association for the wealth management, investment services and the investment and financial advice industry, is pleased to announce the launch of PIMFA WealthTech.
Kingswood Appoints New Technology Leader to Support Best-in-class Tech Initiatives
- 2 years 9 months ago
- Wealth Management
Kingswood Holdings Limited, the international, fully integrated wealth and investment management group, is today pleased to announce the appointment of Christopher Calvocoressi as Technology Transformation Lead. In his role, Christopher will be responsible for leading Kingswood’s technology transformation agenda and will also head up the further development of Kingswood Go, a recently launched online portal which allows clients to access their... more
iBG Introduces Diversified Investment Portal
- 2 years 9 months ago
- Wealth Management
iBG Finance a Decentralized Finance (DeFi) wealth management platform and sister-concern of ICOA Inc (OTC Pink: ICOA), has announced the tools it has developed to enable ‘crypto newbies’ with simple, educational and safe access to the burgeoning world of decentralised finance (DeFi).
HCL Technologies Expands Global Partnership with Avaloq to Accelerate Innovation in Digital Wealth Management
- 2 years 10 months ago
- Wealth Management
HCL Technologies (HCL), a leading global technology company, has expanded its global partnership with Avaloq, a leading provider of digital banking solutions. HCL will now develop a world-class lifecycle management center for Avaloq clients and invest in ongoing training and development for
Xignite Launches New ESG API For Digital Investments Platforms
- 2 years 10 months ago
- APIs, Wealth Management
Partners with ESG Book to Drive Investor Sustainability Engagement Xignite, Inc., the leading provider of market data APIs to brokers and wealth managers, announced the launch of a new Environmental, Social and Governance (ESG) data API in partnership with ESG Book, a global leader in ESG data and technology. Xignite’s brokerage, wealth, and media customers can now increase user engagement and retention with state-of-the-art sustainability... more
ADDX Launches Private Market Services For Wealth Managers; StashAway, CGS-CIMB Among The First On Board
- 2 years 10 months ago
- Wealth Management
Wealth managers can offer clients fractional access to a full suite of private market assets, helping them gain a competitive advantage over platforms with only public market products Wealth managers can now introduce more of their end-investors to the world of private investments through a newly-launched institutional service on digital securities exchange ADDX. Corporate treasuries and family offices can also take part in the space via a... more
Winvesta Launches Multi-Currency Payment Collections for Exporters and Freelancers
- 2 years 10 months ago
- Wealth Management, Banking
This additional offering will help provide Indian exporters with an alternative payment gateway offering and reduce export costs by up to 8%
Coutts and Natwest Launch Accelerator for Gaming and Social Media Entrepreneurs
- 2 years 10 months ago
- Wealth Management, Banking
Coutts and NatWest have launched a programme to help entrepreneurs in the Interactive Entertainment (IE) space build and develop their businesses. Starting in June 2022, the six-month accelerator is aimed at ambitious e-sports, gaming, social media and streaming entrepreneurs across the UK who have recently started a business or are thinking about forming a company.
novobanco Goes Live with Objectway to Lead the Way in Investment Services
- 2 years 10 months ago
- Asset Management, Wealth Management, Banking
Objectway, a global top 100 wealth, banking & asset management software provider, have partnered with novobanco enabling the leading Portuguese bank to provide an advanced financial advisory experience through a digital advisory platform, including goal-based investment planning, advice execution and risk optimised model portfolio creation.
Moneybox Secures £35m in Series D Funding as AUA Nears £3bn
- 2 years 10 months ago
- Fundraising News, Wealth Management
The funding round was led by Fidelity International Strategic Ventures, existing investors plus new investor Polar Capital, and brings total funds raised by the digital wealth manager to £95 million Founded in 2016, Moneybox supports a community of more than 800k customers as AUA grows >100% YOY Moneybox also announces a second crowdfunding campaign, to enable customers to share and shape its future success
Refinitiv Wealth Management Report – Getting Personal: How Wealth Firms Can Attract and Retain the Modern Investor – Highlights Data Insights From Investors
- 2 years 10 months ago
- Wealth Management
Alternative assets - 51% of investors globally are familiar with sustainable investments. 44% of advisor-led investors are familiar with ESG factors compared to 53% of self-directed investors. Digital capabilities – 58% of advisor-led investors and 62% of hybrid advisor and self-directed clients state “advisor recommendations” as the most reliable source of information.
Dan Boardman-Weston appointed CEO at BRI Wealth Management
- 2 years 10 months ago
- Wealth Management, People Moves
Simon Boardman-Weston becomes Executive Chairman BRI now has 44 employees, more than a thousand clients and an annual turnover in excess of £5 million BRI Wealth Management aims to be the leading independent regional Wealth Manager
Profile: Sponsor of the 6th Digital Integration in Wealth Management Conference, UK
- 2 years 11 months ago
- Wealth Management
Profile Software, the leading financial solutions provider, sponsors (network partner) the 6th Digital Integration in Wealth Management Conference taking place on 29th - 30th March 2022 in Park Plaza Victoria, in London, UK. The conference will bring together experts from top wealth management and private banks across the UK and Europe.
VRGL Launches Advanced Platform to Bring the Power of Institutional-grade Analytics to Retail Wealth Management Firms
- 2 years 11 months ago
- Wealth Management
VRGL, Inc, today announced the launch of the VRGL (pronounced Virgil) platform, a revolutionary wealth management technology designed to help investment advisors grow their business by leveraging institutional-grade analytics and advanced technology to build trusting relationships more quickly with their prospective and existing clients.
Refinitiv and Vestorly Team up to Deliver Enhanced AI-driven Digital Marketing Tools to Wealth Management Providers
- 2 years 11 months ago
- Artificial Intelligence, Wealth Management
Broker dealers and wealth advisors can now intelligently target more clients and prospects through Vestorly’s artificial intelligence solution alongside Refinitiv Workspace for Wealth Advisors. Refinitiv, an LSEG Business, today announced a new strategic agreement with Vestorly, an AI-driven content curation and marketing platform, to provide wealth management firms and advisors with personalized content and marketing tools designed to foster a... more
