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Latest Results from /wealth

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Truist Wealth launches digital trading platform

Truist Wealth has enhanced its digital investing capabilities with Truist Trade, a new self-directed investing solution that allows clients to open select investment accounts and conduct online trading on their own.

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Former BNY Mellon exec Paul Burleton joins Delio as COO

Paul Burleton has joined fintech Delio as its Chief Operating Officer, making him the latest senior appointment at the company.

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Hazeltree appoints Paul Higdon CTO

Hazeltree, a leader in treasury and liquidity management technology for the alternative asset industry, announced today it has appointed Paul Higdon as Chief Technology Officer.

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Freetrade appoints CTO

Freetrade, the company on a mission to get everyone investing, is pleased to announce the appointment of Shahid Naveed as CTO. Shahid has nearly twenty years of experience gained from roles in some of the world’s fastest growing businesses.

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Alternative investment marketplace Ctrl Alt readies for go-live

Ctrl Alt, the app that enables investments in alternative assets with as little as £10, will launch on the 17th of November, it was announced today.

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Hargreaves Lansdown hires Ruchir Rodrigues from Barclays as chief client and commercial officer

HL has appointed Ruchir Rodrigues as Chief Client and Commercial Officer and becomes a member of the Executive Committee.

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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.

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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.

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Bank Negara Indonesia migrates to Avaloq core for wealth management

Jakarta-based Bank Negara Indonesia (BNI) is migrating to the Avaloq Core Platform to support the success of its Wealth Management Division.

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FE fundiinfo expands European ESG data provision

Global fund data and technology company FE fundinfo has expanded the range of ESG data it provides to MSCI and its clients.

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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.

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Moneythor releases digital engagement tool for wealth management

Moneythor, a leading solution provider of personalised customer experiences for banks and embedded financial services firms, announced today at the Singapore FinTech Festival (SFF) the launch of a wealth & portfolio management add-on module to its award-winning data-driven personalisation and digital engagement solution.