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Moneyfarm launches thematic investing portfolios

Moneyfarm, the European digital wealth manager, today announced the launch of its thematic investing portfolios.

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Saxo UK teams up with Moneyfarm to launch mutual fund portfolios for M&G Wealth &me customers

Saxo, the leading market access specialist focused on multi-asset trading and investment, today announces that as part of its longstanding partnership with digital wealth manager, Moneyfarm, it has provided M&G’s &me investors with access to mutual fund portfolios.

/wealth

Credit Karma partners with Inuit to launch Net Worth product

Credit Karma (NASDAQ: INTU), the consumer technology platform with more than 120 million members in the U.S., today announced Net Worth, a new product experience within Credit Karma that will help millions of members know, grow and protect their wealth.

/wealth

Schroders Personal Wealth adopts AI-based Aveni Detect platform

Aveni, the AI fintech business, has been selected by Schroders Personal Wealth (SPW) to transform its compliance function.

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Coinbase buys One River Digital Asset Management

With over $130 billion of quarterly institutional trading volume and over $50 billion of institutional assets on platform, Coinbase operates at the center of the institutional digital asset market.

/wealth

Wealth Dynamix hires Robert Roome as chief strategy officer

Wealth Dynamix is a leading provider of client lifecycle management platforms for private banks and wealth management firms.

/wealth

First Fidelity Bank unveils BaaS offering

Today, First Fidelity Bank (FFB) a 100-year-old community bank headquartered in Oklahoma City, announced the launch of its next-gen Banking as a Service (BaaS) solution.

/wealth

Dynasty picks BridgeFT wealthtech API

Dynasty Financial Partners (“Dynasty”), the provider of technology-enabled wealth management solutions and business services for financial advisory firms, announced today that Dynasty has chosen BridgeFT’s WealthTech API as its primary custodial data partner to power Dynasty’s integrated wealth technology offerings across the Dynasty Network.

/wealth

Wealthtech Huddlestock acquires Dtech

Huddlestock Fintech AS ("Huddlestock") continues to scale its wealth management and trading platform and has signed a Sale and Purchase agreement to acquire Dtech AS, a Norwegian software company with robust and easy to use solutions for portfolio management and fund order technology for the pension market and pension providers.

/wealth

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.

/wealth

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.

/wealth

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

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