Company updates

Search
clear
clear
Reset all filters

Latest Results from /wealth

/wealth

ICapital closes Simon Markets acquisition

iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced it has completed the acquisition of SIMON Markets.

/wealth

Philippines-based Atram signs for additiv wealthtech

ATRAM Trust Corporation (ATRAM), the largest independent asset and wealth manager in the Philippines, today announced that it has signed a strategic partnership with additiv, a leading global wealthtech platform provider.

/wealth

Rabobank taps InvestCloud for digital financial planning

InvestCloud, the global leader in digital transformation for the financial industry, today announced it is supporting Rabobank, one of the Netherlands’ largest banks, to provide digital financial planning for all its customers, from private banking to retail clients.

/wealth

Wombat launches crowdfunding campaign

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

/wealth

Moneyhub and Pennyworth announce digital banking alliance

Moneyhub, the market-leading Open Data and payments platform, is partnering with Pennyworth, a financial planning and banking app,​​ to redesign digital banking for the aspiring-affluent consumer.

/wealth

FNZ and GVC Gaesco collaborate for wealth management

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

/wealth

FNZ acquires private banking fintech

FNZ, the global wealth management platform, has acquired New Access, a specialized private banking technology firm primarily active in the markets of Switzerland, Liechtenstein and Luxembourg.

/wealth

Financial Risk Solutions announces staff promotions

Financial Risk Solutions (FRS), provider of the award-winning investment administration software Invest|ProTM used by asset owners, life assurance, wealth and investment management companies worldwide, today announced multiple key promotions as part of the company’s expansion plans into new markets.

/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.

/wealth

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.

/wealth

Bravura CEO Nick Parsons steps down

Bravura Solutions Limited (ASX:BVS) (Bravura) has today announced the appointment of Libby Roy as the company’s new Chief Executive Officer (CEO), with Nick Parsons stepping down, effective 22 August 2022.

/wealth

Swiss private bank Bergos signs with New Access

The core-to-digital solution suite provider, New Access SA, is very proud to announce the signing of a new license agreement with Swiss Private Bank BERGOS AG.

Welcome to Finextra. We use cookies to help us to deliver our services. You may change your preferences at our Cookie Centre.

Please read our Privacy Policy.

Accept