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163 Results from /wealth, 2022

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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.

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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.

/wealth

Wealth Wizards releases financial wellbeing app

Wealth Wizards has launched a new software solution, Turo Wellbeing, aimed at enabling advice firms, life assurers, banks and building societies to help consumers improve their financial wellbeing and plan for a more prosperous retirement, against a backdrop of soaring living costs.

/wealth

Wealthtech FinaMaze partners investment research firm Ned Davis Research

Pursuing its innovative path in the UAE asset management sector, FinaMaze has announced a partnership with global independent investment research firm, Ned Davis Research (NDR).

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India's Strata releases commercial real estate investment app

In its bid to further democratize commercial real-estate as an asset class for Indians, Strata the country’s leading tech-enabled commercial real estate (CRE) investment platform, announced the launch of its mobile app.

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CaixaBank launches subsidiary company OpenWealth for high net worth clients

CaixaBank has established OpenWealth, a new, independent and global advisory service for the bank's UHNW customers.

/wealth

Fidelity partners with Canadian fintech Conquest to support advisers

Fidelity International has partnered with Canadian FinTech company, Conquest, as the exclusive distributor of its financial planning software, ‘Conquest Planning’ to the UK independent advice market.

/wealth

ICapital to acquire Simon Markets

iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and SIMON Markets, the award-winning fintech company offering a digital platform designed to help financial advisors understand and manage structured investments, annuities, and other risk-managed products, today announced they have entered into a definitive agreement under which iCapital will acquire SIMON.

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Fideuram-ISPB to advance digital wealth management with Alpian

Alpian SA (“Alpian”) and Fideuram – Intesa Sanpaolo Private Banking (“Fideuram-ISPB”) are partnering to advance the digital wealth management offering for the clients of Fideuram-ISPB, leveraging Alpian’s knowledge in technology development and mobile-first user experience for digital wealth management services

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Asset tribe goes live with alternative investment platform

AssetTribe announces the launch of its digital platform, connecting investors to a broad and diverse range of alternative assets, opening up this interesting and important asset class especially during these turbulent times of high inflation and uncertain stock markets.

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