Portfolio management

637 articles tagged with this keyword

/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.

/crypto

How Digital Assets Are Leading Wealth Portfolios

Joining FinextraTV at Money 20/20 in Amsterdam, Waqar Chaudry, Head of Digital Assets, Financing and Securities Services, Standard Chartered explains the long-term outlook on digital assets in wealth portfolios. Providing examples of how cryptocurrencies, especially, have outperformed other asset classes, Chaudry describes how corporates, specifically, have become key drivers of this popularity. As part of this, he further explains how more traditional institutions can provide unique insights to this more modern innovation.

/startups

Spend management startup Stavtar secures $55m funding boost

Stavtar Solutions, a US-based startup with a SaaS platform for expense allocations and spend management, has completed a series A funding round worth $55m

/wealth

The 3 Most Compelling AI Use Cases in Wealth Management

As part of our new Future of Wealth Series, Joe Bonanno, Global Head of Data Analytics & Innovation - Citi Wealth, Citi joined FinextraTV to discuss some of the key components of the current wealth management sector. Specifically, Bonanno brings insights into how AI is being receieved across the industry and the ways in which it is particularly useful in relation to data inputs for large language models, task optimisation and research.

/crypto

Asset manager associations join international blockchain initiative

The respective trade associations for the UK and Singapore's asset management industries have signed up to Project Guardian, a cross-border initiative led by the Monetary Authority of Singapore and designed to promote use-cases for blockchain.

/people

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.

/ai

How AI Can Reduce Decision Fatigue for Asset Managers

Joining the FinextraTV Virtual Studio, Phil Cox, COO, Russell Investments and Roshan Shetty, BFSI & Public Sector Head - Americas, Tech Mahindra discuss the decision fatigue within asset management currently and how AI helps alleviate that. Splitting the task abilities that can be improved into analysis, portfolio construction, risk management and trading strategies, Shetty and Cox debate the ease if AI adoption into existing processes and how information-based tools have risen to the top.

/Portfolio management

Madhvi Sonia Head of Content at Finextra

How AI is reshaping portfolio construction

/wealth

Australian Wealth: How Superannuation Growth is Prompting Technology Conversations

Whilst at the Communify Fincentric Experience 2025, Lachlan Hardy, Head of Sales & Business Development - APAC, Communify Fincentric helped to provide his unique insight into how the Australian wealth market compares to others. Speaking to the growth of self-directed wealth and superannuation funds, Hardy describes how one of the key considerations are around how technology is interacting and enabling this growth.

/wealth

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.

/markets

Computershare named as potential buyer for PrimaryBid

Australian stock transfer agency Computershare is reportedly one of a number of companies looking to acquire UK fintech PrimaryBid which was put up for sale earlier this year

/wholesale

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.

/people

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.

/crypto

OKX integrates with PayPal for cross-border crypto trades

OKX, a leading crypto exchange and global onchain technology company, today announced a new integration with PayPal, enabling OKX users to seamlessly make crypto purchases and deposits across the European Economic Area (EEA) using PayPal.

/wealth

The 3 Key Trends in Wealth Management in 2025

Whilst at the FinextraTV Studio at the Communify Fincentric Experience 2025, RP Sandilya, Broadridge, explained 3 of the key trends he's seen in wealth management recently. From the democratisation of the industry as younger investors come into the market to the changing system requirements and modernisation.

/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.

/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.

/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.