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Latest Results from /wealth

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Monzo migrates investment accounts to Seccl

Monzo is to migrate its investment and pension product portfolio to Octopus-owned embedded investment platform Seccl.

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Anthropic unveils Claude for Financial Services

Anthropic, the AI startup backed by Amazon and Google, has launched a tool to help finance professionals analyse markets, conduct research, and make investment decisions with its Claude models.

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Computershare named as potential buyer for PrimaryBid

Australian stock transfer agency Computershare is reportedly one of a number of companies looking to acquire UK fintech PrimaryBid which was put up for sale earlier this year

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Survey suggests boom in banks' cloud adoption

The vast majority of financial services firms are accelerating their investment in cloud technology, suggests a recently released survey.

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Alternative investment platform iCapital raises $820m

Alternative investment platform iCapital has raised over $820 million at a valuation of more than $7.5 billion.

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US fintech Alpaca to acquire WealthKernel

US fintech Alpaca is to acquire the UK's WealthKernel, a provider of digital investment infrastructure and tax-advantaged products for businesses.

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Revolut launches stocks and shares ISAs and ETF investment options

Revolut has launched Stocks and Shares ISAs and UK-listed Exchange-Traded Funds (ETFs) as it expands investment options for customers in the UK.

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Starling eyeing US bank acquisition

UK challenger bank Starling Bank is reportedly considering the acquisition of a US lender as part of its expansion plans.

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Kraken issued crypto licence in Ireland

Crypto exchange Kraken has become the first company to be awarded a Markets in Crypto Assets (Mica) licence from Ireland's central bank.

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Irish bankers concerned about job displacement through AI - survey

The vast majority of employees in Ireland's financial services believe that the rise of AI will lead to job displacement across the industry, according to a recently released survey.

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Global fintech growth challenged by macroeconomic risks - WEF report

Macroeconomic risks have been highlighted as the biggest concern affecting the growth of global fintechs, according to research from the World Economic Forum (WEF).

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Envestnet to sell open finance business Yodlee to PE firm STG

Envestnet is selling its open finance and data analytics unit Yodlee to private equity firm STG. Financial terms of the deal were not disclosed.