Portfolio management

601 articles tagged with this keyword

/people

Lazard AM names global tech head

Lazard Asset Management (LAM) today announced that Larry Cohen has been appointed as Managing Director and Global Head of Technology & Operations, effective immediately.

/cloud

Kepler Chevreux selects Opensee for trade management

Kepler Cheuvreux, the leading independent European financial services company, is the first financial institution to adopt Opensee's cloud service for trade management and execution analytics.

/crypto

DZ Bank selects Metaco for digital custody

Metaco announces today its cooperation with DZ BANK AG, the central institution to the Volksbanken Raiffeisenbanken cooperative financial network, one of the largest banking groups in Germany

/wealth

Landytech secures $12 million Series B

Landytech, the company behind leading investment reporting platform, Sesame, today announced it has secured $12 million in Series B funding, led by an investment from Aquiline Technology Growth (‘ATG’) and additional investment from existing investor Adelie Capital.

/people

Ex-Schroders global head of product, Carolina Minio Paluello, appointed CEO of Arabesque AI

Arabesque AI has today announced the appointment of Dr Carolina Minio Paluello as its new Chief Executive Officer and to the group’s executive committee.

/wealth

FNZ buys YieldX

Wealth management platform FNZ has made its second acquisition in a week, buying YieldX, a US-based provider of fixed income portfolio management technology, optimisation services and direct indexing tools.

/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.

/regulation

Fund services firms lagging in digital journey

Despite the fact that the vast majority of trust, corporate and fund services see the benefit of adopting digital technology, only a third have actually started on their digitalisation projects.

/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.

/sustainable

BlackRock and Proxymity agree UK proxy voting deal

BlackRock, the world's largest asset manager, has agreed a deal with digital investor communications platform Proxymity, that will enable retail investors in the UK to participate in proxy battles.

/crypto

Bitwise launches active crypto fund

The world's largest crypto index fund manager, US-based Bitwise, is expanding from passive to active management in an effort to attract more institutional investors.

/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.

/startups

Saudi wealth fund launches $24bn tech fund

A sovereign wealth fund led by Saudi crown prince Mohammed Bin Salman has launched a $24bn investment fund targetting the Middle East tech sector.

/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).