Portfolio management

144 articles tagged with this keyword

/wealth

Charles Schwab to buy private markets platform Forge for $660m

Wall Street broker Charles Schwab has splashed out $660m to acquire investment platform Forge Global in a sign of the growing interest in private investment markets.

/sustainable

Sustainable Finance.Live 2025 comes to a catalytic close

Charlotte O’Leary, CEO, Pensions for Purpose, brought Sustainable Finance.Live 2025 to a close with a passionate keynote on the underutilised role of pensions in the sustainability conversation - and spoke to a new, catalytic era.

/sustainable

Sustainable Finance.Live 2025: NUAR and the complexities of geospatial data sharing

Explaining the development of The National Underground Asset Register (NUAR) currently in pilot, a panel at Sustainable Finance.Live discussed the complexities involved in data sharing across organisations and across countries.

/wealth

Custody banks embrace tokenisation

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

/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.

/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.

/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

/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.

/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.

/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.

/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.

/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.

/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

/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.

/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

/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.

/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.