Portfolio management

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/wealth

STP Investment Services buys WealthSite

STP Investment Services (STP), a global, technology-enabled, end-to-end investment operations service provider, today announced it has acquired WealthSite, a firm that provides a fully integrated and highly customized accounting, portfolio management, reporting and analytics platform to single and multi-family offices, traditional wealth advisory firms and money managers serving ultra-high-net-worth (UNHW) clients.

/markets

10 fintechs selected for Dutch accelerator

Ten promising Dutch fintech startups and scaleups have been selected for Batch 9 of the Rise programme of Techleap.nl, a non-profit organisation aimed at accelerating the tech ecosystem in the Netherlands.

/crypto

Crypto exchange Coinmetro gets funding

One of Europe’s fastest growing digital currency exchanges Coinmetro has closed an interim funding round of EUR 7million, valuing the company at EUR 180million.

/regulation

SeedBlink licensed in Romania

SeedBlink, the co-investment platform for European startups, has received the licence from the Romanian Financial Supervisory Authority (ASF) as a provider of crowdfunding services under ECSPR (European Crowdfunding Services Providers Regulation), to strengthen its operational framework and pursue its European strategy.

/wealth

Momentum Global IM contracts MDOTM for AI-driven insights

Momentum Global Investment Management (MGIM) has appointed MDOTM Ltd., the global provider of AI-driven investment solutions, as a strategic partner to help it develop AI driven investment insights and triggers that can be integrated into and enhance MGIM’s well established outcomes-based investment process.

/payments

Saxo and HSBC partner for fund transfers in Singapore

Saxo, a leading Fintech specialist that connects people to investment opportunities in global capital markets, has worked with HSBC to incorporate eGIRO and FAST Direct Debit Solution to support real-time funds transfer into its trading and investing platforms.

/wealth

ADDX launches tokensied French wine portfolio

Investors with a penchant for wine can now invest in a curated portfolio of vintage French wines through private market exchange ADDX.

/wealth

CEPRES launches AI-based forecasting tool

CEPRES — the leader in private market investment technology and data — today announced the launch of CEPRES Predictive Intelligence, an enhanced, future-oriented portfolio management suite based on CEPRES’s proven and backtested forecasting technology

/wealth

Link Fund Solutions selects EFA for middle office outsourcing

EFA is proud to have been chosen by Link Fund Solutions (Luxembourg) S.A. part of the largest providers of Alternative Investment Fund Management (AIFM) and third-party Management Company (ManCo) services in Europe, to provide Middle Office services covering Trade management services for transferable securities and for financial derivative instruments.

/people

Broadridge bolsters funds team

Broadridge has hired Stephen Johnston as Managing Director, Client Delivery Operations for Broadridge Fund Communication Solutions (FCS).

/payments

Payments firm Ebury opens Luxembourg branch

Ebury, one of Europe’s largest fintechs and global provider of transaction payment solutions, has established a branch in Luxembourg, registered under CSSF regulations to support managers in the alternative investments sector.

/wholesale

vestr secures $10m in funding round

Swiss fintech startup vestr has structured an oversubscribed financing round, combining a traditional equity investment with a non-dilutive component.

/wealth

Art investment platform partners with wealth manager

The innovative fractional art investment platform Mintus.com has signed a partnership agreement with Amicorp Group’s wealth management company, Amergeris, opening access to shared ownership of iconic art to the clients of private banks, family offices & wealth managers.

/wealth

Zedra selects Clausematch for digital transformation

Zedra, an international provider of corporate and global expansion, active wealth, Pensions & Incentives and Fund solutions, today announces its partnership with Clausematch, a technology company developing solutions for regulatory compliance.

/crypto

GraniteShares launches Bitcoin ETPs

ETP provider GraniteShares is responding to growing demand with the launch of 23 new products including the first Spotify and MicroStrategy 3xLong and 3xShort ETPs listed on the London Stock Exchange.

/wealth

Investment app Plum raises £1m via crowdfunding

Smart money app Plum has secured £1m from investors in the first eight hours of its crowdfund, achieving its initial target.

/markets

Investment technology firm Jacobi secures $10 million Series A funding

Investment technology firm Jacobi Inc. has announced it has raised $10m USD in Series A funding, led by Queensland Investment Corporation (QIC)

/crypto

Digital asset firm B2C2 hires CEO

B2C2, the institutional digital asset pioneer, announces that it has appointed Thomas Restout as CEO, EMEA, reporting to Phillip Gillespie, Group CEO, effective immediately.

/wealth

Digital wealth manager FinaMaze launches US rates product

Against the backdrop of the recent rising inflation and interest rate hikes as confirmed by the US Federal Reserve, ADGM-based innovative digital wealth manager, FinaMaze, has introduced its latest product, US Rates Protect Smartfolio, available for all investors.

/wealth

Franklin Templeton partners with digital brokerage Futu Securities for fund launch

Futu Securities International (Hong Kong) Limited (Futu), a leading tech-driven digital brokerage and wealth management platform, together with global asset manager Franklin Templeton, will launch three risk-based model portfolios, engineered by the Franklin Templeton Investment Solutions group, with various risk levels to fulfill clients’ investment needs and risk appetites.

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