Portfolio management

469 articles tagged with this keyword

/crypto

Crypto exchange Coinmetro launches swap feature

Coinmetro, a fast-growing European digital currency exchange is today introducing a groundbreaking new feature to its Swap widget.

/wholesale

Calastone opens Singapore office

Calastone, the largest global funds network, announces the opening of their regional headquarters in Singapore, underpinning their aggressive growth strategy to expand product offerings and footprint across the Asia-Pacific (APAC) region.

/wealth

InvestCloud upgrades NaviPlan platform

InvestCloud, the global leader in digital transformation for the financial industry, today announces 80 new features to its digital planning tool NaviPlan, to further support the most complex needs of high-net-worth individuals (HNWIs)

/wealth

NeoXam makes leadership changes

NeoXam, a leading financial software company, has announced a senior leadership promotion, with Florent Fabre stepping into the position of Group Managing Director.

/crypto

Crypto firm Onramp Invest joins Bosonic network

Bosonic, a decentralized Financial Market Infrastructure (dFMI) business, announces that Onramp Invest, a cutting-edge crypto management solution providing access to crypto assets for registered investment advisors, will join the Bosonic Network™.

/people

FA Solutions selects new CEO

Cloud portfolio management platform provider FA Solutions has today announced that Tomi Lod, previous CEO of financial technology firm Clausion Oy, has been selected as FA Solutions’ new Chief Executive Officer.

/startups

Startup PM Alpha launches digital marketplace for wealth management industry

A new company Private Markets Alpha (PM Alpha), has launched today to introduce an online digital platform dramatically improving access to private markets for the global wealth management industry.

/people

Prytek Ventures names CEO

Prytek, a multinational technology group with a focus on building and investing in technologies and delivering managed services, announces that it has appointed Noga Knaz as its CEO of Prytek Ventures to provide the Corporate Venture Capital (CVC) arm with more management attention and concentrating on early-stage fintech startups.

/sustainable

MetaVerse Green Exchange hires ex BoE adviser

MetaVerse Green Exchange (“MVGX”), a digital green exchange licensed and regulated by the Monetary Authority of Singapore (“MAS”), announced the appointment of former Bank of England Senior Advisor Michael Sheren as President and Chief Strategy Officer (CSO) as the firm strengthens its end-to-end suite of Carbon as a Service (CaaS) products to customers across the globe.

/wealth

Wombat launches crowdfunding campaign

Fast-growing micro-investing platform Wombat has launched a new crowdfunding campaign ahead of its international expansion.

/wealth

FNZ and GVC Gaesco collaborate for wealth management

GVC Gaesco is reaffirming its commitment to strengthen the digitalisation process of investment services.

/crypto

Ekta launches portalfor passive crypto income

Ekta, the blockchain company that connects the physical world with Web3, is to launch its first hardware product — the Ekta Portal.

/markets

Horizon Software invests in French financial research project

Horizon Software, a global leading vendor in Market Making, Agency Trading and Algo Trading Technology, announced today it is investing more in financial research by funding a research project in partnership with the university of Paris-Saclay-Ecole Doctorale de Mathématiques Hadamard.

/wealth

Morgan Stanley Investment Management and iCapital extend partnership

Morgan Stanley Investment Management (MSIM) and iCapital[1] today announced an expansion of their US partnership to provide more banks and wealth managers globally with access to a suite of private markets funds managed by MSIM.

/people

Coremont appoints global COO from State Street

Coremont LLP (“Coremont”), a leading FCA-regulated financial services firm that provides complete front-to-back portfolio management support for hedge funds and institutional asset managers, today announces that it has appointed Akbar Sheriff as Global Chief Operating Officer and Partner.

/markets

GAM Investments steamlines risk and portfolio management with Bloomberg

Bloomberg announced today that GAM Investments, a leading independent pure-play asset manager, has adopted an integrated suite of Bloomberg buy-side workflow solutions to streamline risk and portfolio management across the enterprise.

/wholesale

Linedata revamps portfolio management tech

Linedata (Euronext Paris: LIN), a global provider of asset management and credit technology data and services, today announced its next generation of portfolio management, Linedata Accumen, a suite of new web-based features powered by Linedata’s Asset Management Platform (AMP) and built to work seamlessly alongside Linedata Longview Trade Order Management System (OMS), to ensure that asset managers serve their clients quickly and continuously.

/crypto

AQRU.io surpasses $50 million in assets under management

AQRU plc, an incubator specialising in decentralised finance (DeFi), announces today that its wholly owned subsidiary, Accru Finance Ltd., has surpassed US$50 million in assets under management and 20,000 user signups on its proprietary yield-generating platform, AQRU.io. The milestone was achieved only five months since the platform’s launch and 39 days after the company announced that it reached around US$20 million (£16.5 million) in assets under management.

/startups

UK digital bank Monument launches first savings product

After receiving its full banking licence and commencing its property investment lending activity, Monument launches its app and first suite of savings products to the market.

/crypto

Seba Bank launches cross asset platform to simplify access to digital assets

SEBA Bank, a fully integrated, FINMA licensed digital assets banking platform, today announced the launch of a unique platform providing next-generation actively managed investment certificates (AMCs) that allow easier access to digital assets for investors. The innovative AMC platform enables Swiss asset managers to originate a Swiss-compliant AMC with Swiss ISIN and make unlimited use of SEBA Bank’s sophisticated portfolio management services.