Portfolio management

661 articles tagged with this keyword

/people

SimCorp makes Asia Pacific hires

SimCorp, a global leader in financial technology and a subsidiary of Deutsche Börse Group, today announced two key appointments to its Asia Pacific (APAC) leadership team.

/wealth

Stratiphy opens crowdfunding campaign

Wealth management platform Stratiphy has launched its latest crowdfunding campaign on Crowdcube.

/wealth

Custody banks embrace tokenisation

Global custodians are leading the race in the adoption of tokenisation, according to a recently released survey.

/wealth

Robinhood to offer futures trading to UK customers

Today, Robinhood is announcing the launch of futures trading in the UK, giving customers the ability to trade index, energy, metals, and foreign exchange futures directly in the Robinhood app and on Robinhood Legend.

/regulation

Bunq secures US broker dealer licence

European challenger bank bunq has been approved by US regulator FINRA to act as a broker dealer in the US market.

/wholesale

Versana launches syndicated loan market’s first cashless roll solution with JP Morgan leading adopti

Versana today announced that J.P. Morgan has become the first administrative agent (“Agent”) of broadly syndicated loans (“BSL”) to implement Versana’s cashless roll capability on its centralized, real-time digital platform.

/markets

S&P Global to buy private markets data firm for $1.8bn

S&P Global has struck a deal to buy private market data provider With Intelligence for $1.8 billion.

/wealth

SS&C completes $1bn acquisition of Calastone

Investor services technology provider SS&C Technologies has finalised its purchase of funds processing network Calastone, concluding one of the largest deals between investment management technology firms in recent years.

/wealth

Openmarkets selects Eventus for trade surveillance

Eventus, a leading provider of comprehensive, at-scale trade surveillance and financial risk solutions, and Openmarkets Group (OMG), one of Australia’s leading wealth management and trading fintechs, announced that Openmarkets has just moved to Eventus to provide the trade surveillance solution for all of its business.

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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.

/ai

Two-thirds of young adults relying on AI for financial advice

With 3 in 10 Brits feeling negative about their financial situation, conversations around financial wellbeing have never been more important.

/ai

Carta buys AI-powered data automation platform Accelex

Carta, the software platform purpose-built for private capital, today announced it has acquired Accelex, the AI-powered data automation platform focused on alternative investments for institutional limited partners (LPs).

/crypto

Robinhood CEO calls tokenisation unstoppable 'freight-train'

It is inevitable that the entire financial market will be tokenised, according to Vlad Tenev, co-founder and CEO of online trading platform Robinhood

/wealth

Wealthblock appoints chief revenue officer

WealthBlock, the AI-powered platform transforming how private fund managers raise capital and manage investors, today announced the appointment of William McNeil as Chief Revenue Officer and General Counsel.

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Waystone closes BIL Manage Invest acquisition

Waystone, a leading provider of specialist services to the global asset management industry, has today announced the successful closing of its acquisition of BIL Manage Invest from Banque Internationale a Luxembourg (BIL) Group, following regulatory non-objection from the Commission de Surveillance du Secteur Financier (CSSF).

/ai

WeLab taps Google for AI innovation across Asia

Asian fintech company WeLab has formed a strategic partnership with Google to drive AI-powered banking solutions across across Asia.

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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.

/ai

SimCorp partners Axyon AI on predicitive AI analytics

SimCorp, a global leader in financial technology and a subsidiary of Deutsche Börse Group, today announced a strategic partnership with Axyon AI, a fintech specializing in advanced predictive AI-driven solutions for asset managers, hedge funds and institutional investors.

/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).

/startups

Pave raises $14m for AI-driven portfolio management platform

Pave Finance, a provider of AI-powered, institutional-grade, personalised wealth management software, has raised $14 million in seed funding.