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Wealth management
Europe's Economic Crossroads: Recession Fears and S&P Global's
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Will Blockchain Technology Mark a Turning Point in Fraud
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Europe's Economic Crossroads: Recession Fears and S&P Global's
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Executive Moves
ADDX Announces Appointment of New CEO
Oi-Yee Choo initially joined ADDX in January 2020 as Chief Commercial Officer.
By the end of 2023, the company is planning to hit total transaction volumes of $1 billion.
Monday, 07/03/2022 | 09:11 GMT
by
Bilal Jafar
Retail FX
Aussie Millennials Embrace Emerging Investment Platforms
The overall number of online investors in Australia increased in 2021.
A report from Investment Trends shows that emerging brands are expanding their reach.
Thursday, 03/03/2022 | 12:09 GMT
by
Bilal Jafar
News
Wealth Management Firm Savvy Secures $7.3 Million in Funding
The seed funding was co-led by Index Ventures and Thrive Capital.
Savvy aims to increase the adoption of technology in the wealth management industry.
Friday, 25/02/2022 | 14:41 GMT
by
Bilal Jafar
CryptoCurrency
Coinbase Partners with One River to Offer Separately Managed Accounts
One River Asset Management firm will provide crypto SMA's
The SMA's will be powered by Coinbase Prime technology
Sunday, 13/02/2022 | 09:40 GMT
by
Nicholas Otieno
Institutional FX
FNZ Receives $1.4 Billion in New Capital
The firm aims to transform the global wealth management industry.
The funding values FNZ at more than $20 billion.
Saturday, 12/02/2022 | 08:42 GMT
by
Bilal Jafar
Executive Moves
Credit Suisse Launches New Wealth Management Structure
Credit Suisse announces a number of key appointments
New management structure in place
Tuesday, 01/02/2022 | 10:37 GMT
by
Nicholas Otieno
Institutional FX
Swiss Bank UBS to Acquire Wealthfront
UBS plans to expand its presence in the US market through the recent acquisition.
The mentioned deal is valued at $1.4 billion.
Thursday, 27/01/2022 | 12:31 GMT
by
Bilal Jafar
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Institutional FX
Invesco Announces Q3 Diluted EPS of $0.71
The company reported net long-term inflows of $13.3 billion in the third quarter.
Tuesday, 26/10/2021 | 13:02 GMT
by
Bilal Jafar
News
Digital Wealth Management Company Syfe Raises $30 Million
Valar Ventures led the recent Series B funding round.
Wednesday, 14/07/2021 | 10:15 GMT
by
Bilal Jafar
Institutional FX
Refinitiv Introduces New Platform for Wealth Management Companies
The new Refinitiv Active Investor platform will enable wealth managers to optimize their brand identity.
Thursday, 24/06/2021 | 08:28 GMT
by
Bilal Jafar
Executive Moves
UBS India Elevates Uday Odedra to APAC Tech Chief and Country Head
Uday Odedra brings more than twenty-three years of experience of working with UBS.
Monday, 09/11/2020 | 10:23 GMT
by
Tom Hazan
FinTech
Trading with a Secret Sauce - Capital Markets Innovations
Exploring some of the Capital Markets Technologies and Smart Trading Solutions available
Sunday, 26/07/2020 | 19:41 GMT
by
Nir Netzer
Technology
Refinitiv Launches Refinitiv Digital Investor for Wealth Managers
The solution provides wealth managers with digital capabilities.
Thursday, 25/06/2020 | 06:41 GMT
by
Celeste Skinner
CryptoCurrency
Exclusive: BNC Launches Digital Wealth Management Solution BNC Pro
The platform has been launched after 18 months of development.
Thursday, 23/04/2020 | 03:45 GMT
by
Celeste Skinner
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Executive Moves
Leonardo Brummas Carvalho Becomes CEO of Wealth Management at ITI Capital
He was hand-selected for the position by the firm’s Chairman Oleg Jelezko
Wednesday, 22/04/2020 | 10:23 GMT
by
Finance Magnates Staff
Institutional FX
A Morgan Stanley Platform Faced Outage Due to Technical Issues
The US bank’s platform that caters to its wealth-management clients broke down afternoon.
Thursday, 26/03/2020 | 16:10 GMT
by
Aziz Abdel-Qader
Executive Moves
John Cryan Chosen as Next Man Group Chairman
The former Deutsche Bank CEO will replace Ian Livingstone in the new year
Monday, 16/09/2019 | 10:42 GMT
by
David Kimberley
Technology
Interactive Brokers Launches Digital Wealth Solution with Marstone
The two companies will be offering a turnkey solution for banks and other financial institutions
Wednesday, 09/01/2019 | 14:00 GMT
by
David Kimberley
Products
Monex Group to Launch Discretionary Asset Management Service
MSV COMPASS will be made available through its subsidiary Monex-Saison-Vanguard Investment Partners.
Tuesday, 11/12/2018 | 07:06 GMT
by
Celeste Skinner
News
Millionaires Not Getting Enough Cryptocurrency Advice, Survey Shows
Only 34.6 percent of high net worth individuals have received cryptocurrency information from their wealth managers.
Tuesday, 19/06/2018 | 10:39 GMT
by
Simon Golstein
Execution
Thomson Reuters Adds Three New Wealth Management Firms to its Platform
The addition of FolioDynamix, Helix and Vestmark will help expand the group's wealth management capabilities.
Thursday, 03/08/2017 | 15:41 GMT
by
Colin Firth
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Prime Brokerage
Deutsche Bank Outlines New Wealth Management Strategy, Growing Staff by 25%
Deutsche Bank is doubling its focus on its wealth management unit, which will be aggressively hiring in the Middle East
Wednesday, 12/07/2017 | 10:13 GMT
by
Jeff Patterson
Executive Moves
UBS Wealth Management Taps Andy Jackson as Client Advisor in Midlands Unit
The latest move by the UBS Group subsidiary is designed to enhance the company's activity in the area.
Monday, 03/07/2017 | 15:59 GMT
by
Finance Magnates Staff
Execution
UBS Streamlining its Wealth Management Platform, Launching SmartWealth
An uptick in labor costs and other operating functions has necessitated a sweeping upgrade to UBS' flagship unit.
Monday, 17/10/2016 | 17:24 GMT
by
Jeff Patterson
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