Portfolio management

506 articles tagged with this keyword

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Online trading firm ATFX makes executive appointment

ATFX, a leading global online trading services provider, is pleased to announce the appointment of Line Ho Young Peteri as Vice President – Strategic Partnerships & Affiliates.

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Maybank AM launches on-chain money market fund

Marketnode, Asia-Pacific’s trusted and neutral digital market infrastructure operator, today announced a strategic collaboration with Maybank Asset Management Singapore to bring its Money Market Fund (MMF) on-chain — marking a significant step in enhancing the accessibility, utility and transferability of such funds as the financial industry explores the promise of tokenisation.

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FPT and Clearlake Capital collaborate on digital transformation in PE

FPT, a global leader in digital transformation, announced the signing of a Platinum Partnership Agreement with Clearlake Capital Group, L.P. (together with its affiliates, “Clearlake”), a global investment firm managing integrated platforms spanning private equity, liquid and private credit, and other related strategies.

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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.

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Stratiphy opens crowdfunding campaign

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

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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.

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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.

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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.

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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).

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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).

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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.

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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.

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SimCorp appoints new CEO

SimCorp, a global leader in financial technology and a subsidiary of Deutsche Börse AG, today announced that Peter Sanderson will be named the company’s Chief Executive Officer, effective immediately.

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eToro and BridgeWise launch AI-powered portfolio

Trading and investing platform eToro has partnered with BridgeWise, a global leader in AI-powered investment intelligence, to launch ‘MidCapDiverse’, a portfolio designed to capture long-term growth opportunities in US mid-cap stocks.

/crypto

HashKey Chain launches tokenised SpaceX fund

HashKey Chain announced the successful deployment of $SPCX (Paimon SpaceX SPV Token), a tokenized special purpose fund share backed by U.S.-based aerospace company SpaceX, on its mainnet.

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Quant Insight completes series C funding

Quant Insight, the breakthrough macro factor analytics company serving institutional investors globally, announced completion of its Series A funding round led by 7RIDGE.

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Broadridge appoints global head of custom policy

Global Fintech leader, Broadridge Financial Solutions, Inc., (NYSE: BR), today announced the appointment of industry veteran Lucas Swertloff as Global Head of Custom Policy.