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Latest Results from /wealth

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Nicole Nakashian joins Community Fincentric as COO

Today, we are pleased to welcome Nicole Nakashian to Communify Fincentric as COO.

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Ocorian strengthens European footprint with Bartsch link up

Ocorian, a global provider of specialist services to financial institutions, asset managers, corporates, and high-net-worth individuals, is delighted to announce a new collaboration with Bartsch, a leading German boutique tax and corporate services provider.

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Intesa Sanpaolo collaborates with BlackRock on digital wealth management proposition

Fideuram Intesa Sanpaolo Private Banking (FISPB) – the private bank of the Intesa Sanpaolo Group – is set to accelerate the growth of its Digital Wealth Management offering in Italy and across Europe, in collaboration with BlackRock, the world’s leading asset manager.

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Embedded asset-based financing platform Tranched raises $3.4m

Tranched, a London-based embedded asset-based financing platform which automates the process of bundling loans into securities, has raised $3.4m in a pre-Seed funding round led by Speedinvest, which includes capital from participation in the Andressen Horowitz’s Crypto Startup Accelerator (CSX) program.

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Quai Digital chooses Winteflood Business Services for custody and dealing tech

Quai Digital, provider of B2B digital wealth management solutions, has selected Winterflood Business Services (WBS) to deliver custody and dealing services. Both will be available to Quai Investment Services (QISL) - part of the Quai Digital group – and its partner firms.

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DigMo launches in Zambia to gamify financial planning for Africa's mass market

DigMo, a new financial service company that brings gamified wealth-building tools to low and middle-income earners in Zambia has been launched.

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Stocks and options trading app, Investa, raises £700K in crowdfunding campaign

Founded by ex-Citi options brokers, and built by the co-founder of Freetrade, Investa aims to level the playing field by providing an accessible means of trading both stocks and options.

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Seccl welcomes Prerna Goel as chief operating officer

Seccl, the Octopus owned embedded investment platform, has appointed Prerna Goel, an accomplished leader in the fintech and banking sectors, to the role of chief operating officer (COO).

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Swiss fintech GenTwo opens UK office

GenTwo, the Swiss fintech revolutionizing investment through ‘Assetization’, today announced the official launch of its UK office following a successful event at the Swiss Embassy in London on 29 October.

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ABN Amro's Bux to offer retail investors access to IPOs via PrimaryBid

BUX, part of ABN AMRO Bank N.V., is the first pan-European partner to adopt PrimaryBid’s innovative capital markets platform, providing retail investors in Belgium and the Netherlands with access to IPOs and other regulated fundraises, including deals previously reserved for institutional investors.

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Wealthtime signs agreement with Wipro and GBST to deliver digital-first platfrom

Wealthtime, the adviser-focused platform business, has agreed a partnership with Wipro (NYSE: WIT, BSE: 507685, NSE: WIPRO), a leading technology services and consulting company, and its global technology partner GBST to deliver a market leading, digital-first platform and innovative customer-centric service offering.

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Wealthsimple introduces travel eSIM for clients

Today, Wealthsimple, the money management platform on a mission to help Canadians achieve financial freedom, announced the addition of a global travel eSIM, powered by Gigs, as part of its new lifestyle rewards program for clients with $200,000 or more in assets.