FNZ to Acquire Appway to Accelerate Financial Institutions’ Digital Transformation and Open-Up Wealth Together
- 2 years 10 months ago
- Wealth Management
The acquisition will accelerate the deployment of personalised propositions at scale across the financial services industry, enabling up to 90% faster client onboarding. Appway’s award-winning low-code no-code workflow automation solution will extend FNZ’s position as the industry’s leading global wealth management platform and continues their investment in next-generation technology.
Alternative Investment Exchange Announces Integration With UMB Fund Services’ Systems
- 2 years 10 months ago
- Investment, Asset Management, Wealth Management, Alternative Finance
Alternative Investment Exchange (AIX), an alternative investment technology firm that makes it easier for wealth managers and fund sponsors to do business in alternatives, announced the development of a direct data connection with
Comment on UK Inflation Rising to 4.2% and the BofE Needing to be Patient
- 2 years 11 months ago
- Wealth Management
Commenting on UK inflation rising to 4.2% and the Bank of England needing to be patient, Dan Boardman-Weston, CIO at BRI Wealth Management, said: “Inflation came in at 4.2% in October up from a reading of 3.1% in September and the highest level in nearly a decade. The rise was a little ahead of forecasts of 3.9% and was predominantly driven by household energy bills, the price of fuel at the pumps and the cost of restaurants and hotels.
InvestCloud Launches InvestCloud X
- 2 years 11 months ago
- Wealth Management, Cloud, IT Innovations
Next-generation product suite revolutionizes wealth management communication, planning and financial product distribution
HSBC Appoints Greg Hingston as Global CEO, HSBC Life
- 2 years 11 months ago
- Wealth Management, Banking, People Moves
Greg Hingston is appointed Global CEO, HSBC Life and Insurance Partnerships with effect 1 January 2022. He succeeds Bryce Johns, who has decided to pursue an opportunity outside of HSBC. Nuno Matos, Chief Executive, Wealth and Personal Banking (WPB), said: “We are extremely pleased to have Greg lead our insurance business globally, a key growth engine for WPB and a critical part of our strategy to become the leading wealth manager in Asia...
Vermeg’s AgileREPORTER Powers Bank North’s Regulatory Compliance
- 2 years 11 months ago
- Wealth Management, Banking
Vermeg, the leading global provider of regulatory reporting and collateral management solutions, announces that Bank North, the UK's first truly regional business bank of the modern era, has signed a multi-year licence for its flagship regulatory reporting platform, AgileREPORTER.
St. James’s Place Rolls Out Industry-First Virtual Reality Training
- 2 years 11 months ago
- Wealth Management
Wealth management group St. James’s Place has become the first financial services provider to roll out industry-leading Virtual Reality (VR) technology for training and role-playing across the business.
Enzo Raises $3 Million to Help Millennials Optimize Spending, Grow Wealth
- 2 years 11 months ago
- Fundraising News, Wealth Management
Enzo, a spending and wealth optimization platform, today announced its $3 million seed funding round led by White Bay Group, a growth equity firm that is focused on financial services and FinTech. The seed funding round is a vote of confidence in Enzo’s vision to bring the quality of products and services normally reserved for high-net worth clients to a younger, digitally-native audience with a culture-forward flair.
Evida to Offer Hybrid Digital Financial Advice Through additiv’s Wealth Management-as-a-Service Platform
- 2 years 11 months ago
- Investment, Wealth Management
Evida, the Swedish financial advisory company, is delighted to confirm their new collaboration with additiv to meet the growing demand for hybrid investment advisory services.
NRI to Provide UBS SuMi TRUST Wealth Management with PSS Post-trade Utility Service
- 2 years 11 months ago
- Wealth Management
〜Prime Settlement Service (PSS), a Utility Service for Multiple Financial Institutions〜 Nomura Research Institute (NRI), a leading provider of consulting services and system solutions, has begun providing its Prime Settlement Service (PSS)
Black & Multi-Ethnic Community Now Catered for by Wealth8’s Digital Wealth Management Mobile App with ISA Investment Options
- 2 years 12 months ago
- Investment, Fund Management, Wealth Management
Wealth8, the new digital wealth management platform with a full-service mobile app, is providing access to global investment funds and diversified funds from the largest global asset manager, BlackRock Asset Management. Their service is aimed primarily at the black & multi-ethnic community being largely the African diaspora in the UK. The mobile app will also be made available to Africans living in major economies on the continent such as... more
additiv appoints ex-Orange Director to head Asia Pacific division
- 2 years 12 months ago
- Wealth Management, SaaS, People Moves
additiv, a leading SaaS and embedded finance provider to the wealth management industry, today confirmed that Pieter Zylstra will move into the role of General Manager at additiv’s Asia Pacific (APAC) division.
Wealth8 Partners With WealthKernel to Launch Investment App for Black and Multi-ethnic Communities
- 3 years 1 day ago
- APIs, Investment, Wealth Management
Inclusive investment service migrates to WealthKernel’s APIs for UK app launch WealthKernel, a wealthtech provider for digital investment services, today announces it has extended its partnership with inclusive investment service, Wealth8, which has migrated its investment offering to WealthKernel’s trusted APIs.
SIX Launches Tax on Instrument Service to Streamline Wealth Advisory Decisions
- 3 years 5 days ago
- Wealth Management
SIX today launches its “SIX Tax on Instrument” service to provide client advisors and portfolio managers in the Wealth Advisory industry with tax classifications on individual securities. The service allows users to analyse the tax consequences of financial products, to anticipate the tax-related costs of an investment on that security and to find better investment options.
SIX Launches Tax on Instrument Service to Streamline Wealth Advisory Decisions
- 3 years 6 days ago
- Wealth Management
SIX today launches its “SIX Tax on Instrument” service to provide client advisors and portfolio managers in the Wealth Advisory industry with tax classifications on individual securities. The service allows users to analyse the tax consequences of financial products, to anticipate the tax-related costs of an investment on that security and to find better investment options.
