Portfolio management

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Offshore bank Aston granted banking license

/markets

Offshore bank Aston granted banking license

Guernsey’s last locally-based bank ceased trading in 1996, making Bank Aston the first to be licensed by the Guernsey Financial Services Commission (GFSC) for almost thirty years.

Apex acquires majority stake in tokenisation firm

/wealth

Apex acquires majority stake in tokenisation firm

Fund administrator Apex Group has acquired a controlling stake in Luxembourg-based Tokeny in a move designed to spearhead a push into the tokenisation market.

/wealth

Etops acquires financial planning software provider Finanzportal24

With the acquisition of Finanzportal24, Etops strengthens its position in the market for digital wealth advisory and will offer financial service providers — including independent financial advisors, intermediaries, as well as banks and insurance companies — an even broader range of integrated client advisory solutions.

SFLive hackathon winners AfriGIS to launch Resolve Water climate risk solution

/sustainable

SFLive hackathon winners AfriGIS to launch Resolve Water climate risk solution

AfriGIS, winners of the 2024 Sustainable Finance Live hackathon have developed Resolve Water: a climate and water intelligence for businesses.

Northern Trust: 21% of private market investors allocate to crypto and digital assets

/wealth

Northern Trust: 21% of private market investors allocate to crypto and digital assets

In a global survey of 180 institutional plans with investment portfolios ranging from $1 billion to over $500 billion, Northern Trust gathered responses from senior leaders at pension funds, outsourced chief financial officers and multi-managers, family offices, sovereign wealth funds, endowments, and other institutions across the Americas, Emea and Apac.

/markets

GoldenSource implements investment enterprise data management platform for Aware Super

GoldenSource has introduced a new benchmark for Australian superannuation funds with the implementation of an investment enterprise data management platform to support Aware Super, in the total portfolio management of its more than A$190 billion portfolio.

/ai

Martini.ai debuts Scenario Builder

martini.ai, the leading AI-driven credit intelligence platform, has unveiled its latest innovation, Scenario Builder, a powerful new feature that allows financial professionals to model economic events and stress test portfolios in real time.

Franklin Templeton launches first tokenised fund in Luxembourg

/wealth

Franklin Templeton launches first tokenised fund in Luxembourg

US asset manager Franklin Templeton has launched what it claims is the first fully tokenised investment fund domiciled in Luxembourg.

/ai

6 Monks and Aisot Technologies partner for AI-driven investment fund

Aisot Technologies (aisot), a leading provider of AI-driven investment insights, and 6 Monks (6M), a pioneering Alternative Investment Fund Manager (AIFM), announced a partnership to leverage aisot’s AI Insights Platform to support 6M‘s investment strategies.

/wealth

Ocorion links with Landytech

Ocorian, a market leader in asset servicing for private markets, corporate, and fiduciary administration, has announced a strategic partnership with Landytech, an international provider of cutting-edge data aggregation and analysis services and creator of Sesame, an investment management platform for asset owners, managers and advisors.

/wealth

Alpha Capital Family Office rolls out intelliflo redblack

intelliflo today announced that Alpha Capital Family Office has completed a successful implementation of intelliflo redblack to support the RIA’s ongoing growth and momentum.

Robinhood helping UK investors gain easier access to US markets

/wealth

Robinhood helping UK investors gain easier access to US markets

Investors across the world want ease and access to the best, most rewarding investments without encountering too many obstacles. Except, for the UK investor, access to US markets can come with a host of complications. Robinhood, an American trading and investment app, sought to solve that.

/markets

EToro unveils range of new portfolio tools

Trading and investing platform eToro has unveiled a range of new tools to give users a clearer and more in-depth view of their investment performance while also helping them to make more informed investment decisions.

/wealth

Garanti BBVA enhances investment options on its mobile app

Garanti BBVA recently revamped ‘Garanti BBVA Mobile’, making it faster and easier for investors to monitor and manage their investment portfolios directly on the app.

/markets

BNP Paribas launches post-trade data management services with NeoXam

BNP Paribas’ Securities Services business today announces the launch of new post-trade data management services, leveraging the Investment Data Solution (IDS) of NeoXam, a market leader in financial data technology solutions, to support clients’ decision-making across the investment value chain.

/markets

Mapfre AM selects BlackRock Aladdin for digital transformation of investment platform

MAPFRE AM, MAPFRE Group’s asset management arm, will take a significant step forward in its digital transformation – a key pillar of the company’s growth strategy - by adopting BlackRock’s Aladdin platform, marking the first insurance company in Spain to implement the technology.

Sustainable Finance Live – Natural Capital Finance

/Portfolio management

Sustainable Finance Live – Natural Capital Finance

144 downloads

/wealth

Close Brothers selects Objectway to drive digital transformation

CBAM, one of the UK's leading specialist investment management and financial planning firms with over £20 billion of assets under management, has chosen Objectway to support its growth strategy and enhance its offering, aiming to become the best place in the UK for wealth management professionals and their clients.

Robinhood makes wealth management push through $300m TradeMPR deal

/wealth

Robinhood makes wealth management push through $300m TradeMPR deal

Trading app Robinhood has agreed a $300 million cash and stock deal to buy custodial and portfolio management platform TradePMR.

/markets

Bank of Valletta selects Profile Software’s investment management platform

Bank of Valletta p.l.c. (BOV), Malta’s largest banking institution selects Axia Suite, the leading investment management platform of Profile Software, to enhance its portfolio management and investment services’ operations.

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