Asset Management

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/wealth

Online investment platform Webull UK extends offering

Webull UK, an online investment platform and subsidiary of Webull Corporation (NASDAQ: BULL), today announced significant enhancements to its service, giving retail investors greater choice, flexibility and cost-effective access to markets through new account types and the ability to trade UK-listed equities and ETFs.

/wholesale

Qapita raises $26m in series B funding round

Singapore-based Qapita, a leading equity management platform with presence in India and USA, announced today that it has raised USD 26.5 million in its Series B equity financing round.

/wealth

Oxford Risk and Aviva Investors partner for behavioural risk assessments

Oxford Risk, a leading provider of behavioural finance risk suitability technology, is proud to announce its strategic partnership with Aviva Investors to risk map the Aviva Multi-Asset Core (MAF Core) and Multi-Asset Plus (MAF Plus) fund ranges.

/ai

FE fundinfo launches AI tool for investors

FE fundinfo, a leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific, today announced the launch of Nexus AI, its purpose-built AI enablement layer designed to empower asset managers and financial advisers.

/wholesale

dwpbank concludes lemon.markets acquisition

Deutsche WertpapierService Bank (dwpbank) has successfully completed the acquisition of the Berlin-based FinTech lemon.markets (www.lemon.markets), following approval by the German Federal Financial Supervisory Authority (BaFin).

AI’s promise-delivery gap: Bridging the chasm with process orchestration

/Asset Management

AI’s promise-delivery gap: Bridging the chasm with process orchestration

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/people

Fintech investor YFM makes senior appointment

YFM Equity Partners (YFM), the UK’s leading growth-focused investor, has appointed Neil Inskip as Head of New Investments, North across their Manchester, Leeds and Birmingham offices, strengthening its regional leadership team and supporting the firm’s continued expansion in backing entrepreneurial businesses.

Proptech firm Baselane raises $34m in funding

/wholesale

Proptech firm Baselane raises $34m in funding

Baselane, a fintech platform designed for real estate investors, is set to expand its operations after securing $34m in funding.

Sibos 2025: UN and banks call for climate investment shift

/Sibos

Sibos 2025: UN and banks call for climate investment shift

What is the role of public and private investment in sustainable finance? How can green bonds and blended finance achieve sustainable development goals? These questions were answered in a sustainable policy panel, titled ‘Prudence, purpose, and profit; Balancing returns, impact, and risk’ at Sibos 2025 in Frankfurt.

/people

Rimes names CEO and president

Rimes, a leading provider of enterprise data management and investment platform solutions to the global investment community, is pleased to announce the appointment of Vijay Mayadas as President and Chief Executive Officer.

UK fintech Tide reaches unicorn status

/inclusion

UK fintech Tide reaches unicorn status

A $120m investment led by asset manager TPG has seen the valuation of Tide, the UK-based business management platform, reach $1.5bn

The Children’s ISA migrates 126,000 accounts from Embark to Quai Digital, powered by WealthOS

/wealth

The Children’s ISA migrates 126,000 accounts from Embark to Quai Digital, powered by WealthOS

The Children’s ISA (TCI) has completed the mass migration of 126,000 ISA and Junior ISA accounts from Embark to Quai Digital within seven months.

BlackRock to manage $80 billion in assets for Citi Wealth

/wealth

BlackRock to manage $80 billion in assets for Citi Wealth

Citi has signed an agreement with BlackRock to manage $80 billion in assets for Citi Wealth clients managed by Citi Investment Management (CIM).

CFTC reiterates support for crypto asset trading facilitation in US

/crypto

CFTC reiterates support for crypto asset trading facilitation in US

While this news primarily reiterates existing policy, the reminder signals that the CFTC is increasingly receptive to offshore exchanges that operate in jurisdictions that the US considers as having 'credible' regulatory frameworks.

FCA’s targeted support proposal sparks debate on advice boundaries and consumer access

/regulation

FCA’s targeted support proposal sparks debate on advice boundaries and consumer access

The UK's Financial Conduct Authority (FCA) has released rules for targeted support, which would allow organisations to provide guidance to specific consumers on financial products that would best suit them.

Citi explores stablecoin payments

/crypto

Citi explores stablecoin payments

The law passed by Congress in the US has opened up the potential of crypto payments, spurring Citigroup to explore custody and payment services for stablecoin.

Do We Need More Client Solutions and Less Products?

/wealth

Do We Need More Client Solutions and Less Products?

Providing insights into where the future of investment technology should be headed, Bernard del Rey, founder and CEO, Capital Preferences described how the industry has typically been too invested in products and portfolios. What he believes should be the central focus for the future now are solutions that provide a better, clearer understanding of the end client in order to inform hyperpersonalization.

Wealth Management: Both Easier & More Complex Than It Ever Was

/wealth

Wealth Management: Both Easier & More Complex Than It Ever Was

Attending the Communify Fincentric Experience 2025, Michael Smith, EVP - Business Development, Communify Fincentric spoke to FinextraTV about the seemingly conflicting outlook of the current wealth management industry. In some sense, Smith believes, there are more tools to make the process easier but, at the same time, it is harder than ever to be successful. Diving into client requirements and the definition of a good product, Smith provides his expert analysis of the situation.

/crypto

Digital asset bank Sygnum integrates Sui blockchain token, SUI

Sygnum, a global digital asset banking group, today announces a variety of accessible custody, trading, and lending solutions for layer-one cryptocurrency, SUI, broadening access for professional and institutional clients to the Sui ecosystem. Sygnum’s regulated product portfolio and bank-grade infrastructure provides Sui with a trusted gateway to tap into the accelerating inflows from financial institutions, banks, asset managers and High Net Worth Individuals (HNWI).

UK retail investors favour index trackers - Investment Association

/wealth

UK retail investors favour index trackers - Investment Association

Investment Association (IA) data reveals that index trackers attracted £1.1 billion in inflows in June 2025 marking a strong continuation of momentum for passive investing, particularly in equity exposures across Europe and North America.

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