Tagged: asset management

Swiss Private Banking Institution, Border & Cie, Partners with Moonfare, a Private Equity Fintech

Following the announcement of a crypto-focused partnership with Sygnum Bank earlier in 2021,  Bordier & Cie, a Swiss private banking institution established in 1844, is confirming that it’s notably the first bank in Switzerland to enter a strategic partnership with Moonfare, the private equity Fintech… Read More

Fintech Platform Tifin Secures $47M at $447M Valuation, Adds Hamilton Lane to Its Group of Investors

TIFIN, a Fintech platform using AI for wealth and asset management, has announced the closing of $47 million in Series C funding. TIFIN leverages data and investment-driven intelligence to support greater personalization for wealth management, and digital distribution for investment managers, according to a release…. Read More

European Asset Managers are Expected to Deploy Capital at Accelerated Pace, October Reveals

Asset managers are set to deploy capital at an accelerated rate, according to an update from European online lender October. Despite the global 2020 Covid-19 outbreak and resulting socioeconomic uncertainty, the asset management sector is going strong, if not stronger, the team at October reveals…. Read More

Mackenzie Investments Chooses Bloomberg to Enhance ETF Management

Bloomberg reveals that Mackenzie Investments, a Canadian asset management company, has adopted PORT Enterprise, which is Bloomberg’s portfolio analytics and risk management solution, in order to support its (exchange-traded-fund) ETF business. Mackenzie also uses Bloomberg AIM, an order management solution, in order to support its… Read More

Axyon AI, a Deep Learning Solutions Provider for Asset Management, Appoints Luigi Conti as Board Member

Axyon AI, an AI provider for the asset management sector, has appointed Luigi Conti to serve as an independent board member. Axyon AI offers deep learning solutions that assist fund managers with providing more efficient and innovative investment services. The firm, which includes UniCredit S.p.A…. Read More

Wealthtech Addepar has Raised Nearly $500M to Date, Now Tracking Over $2.9T in Assets

Addepar, a U.S.-based wealth manager with $2.5 trillion of assets on its platform, had secured $150 million in capital in June of this year. Addepar‘s management recently revealed that they’re planning to further expand business operations outside the US. The company confirmed that it’s hiring… Read More

Azimut Group, with Azimut Investments S.A., Is Reportedly the First Luxembourg Fund Manager to Acquire Permit to Manage Digital Asset Funds

Azimut Group, with Azimut Investments S.A., is reportedly the first asset management firm based in Luxembourg to acquire authorization to manage digital assets strategies. With this further evidence of the Group’s innovation capabilities, Azimut confirmed that it will be introducing the AZ RAIF Digital Asset… Read More

Ruchir Swarp, CTO at Trillion Dollar Asset Manager Addepar, Reveals how Firm Leverages Open-Source Tech

The team at Addepar, a leading asset manager, recently had a detailed discussion with Ruchir Swarup, CTO at the company. Ruchir Swarup is currently responsible for leading the tech teams that have made Addepar the “platform of choice” for wealth management companies. Addepar offers efficient… Read More

DeFi Protocol Balancer, an Automated Portfolio Manager and Digital Asset Liquidity Provider, Launches Version 2.0

Balancer Version 2.0, the “most flexible” and efficient automated market maker (AMM) is now live. Balancer Labs, which aims to become the “primary source” of DeFi liquidity by offering the “most flexible” and simple platform for asset management, has announced many new updates. As previously… Read More

Machine Learning enabled Insig AI, which Serves Asset Managers, Lists on AIM London Stock Exchange

Insig AI, an AI and machine learning firm serving the asset management sector, has officially introduced its services (May 10, 2021), after the company’s listing on the AIM London Stock Exchange. Insig AI is a data science and machine learning (ML) solutions provider that offers… Read More

Digital Asset Firm Kraken Explains how to Securely Store Bitcoin, Ethereum, Other Cryptocurrencies

Digital asset firm Kraken recently published a report that explains how to safely and securely store your cryptocurrency holdings. Kraken notes in its report that if you’ve recently purchased some crypto-assets, then you might feel uneasy after hearing about the many horror stories of investors… Read More

Grayscale Is Approaching $50 Billion in Digital Assets Under Management

Grayscale, a global leader in digital currency asset management that provides single asset and diversified exposure via private and public funds, has provided updates (as of April 30, 2021) on its total assets under management (AUM), holdings per share, and market price per share for… Read More

Current Trends Indicate Bitcoin Volatility to Decline Over Time, so Implied BTC Allocations May Increase: Report

European digital asset manager CoinShares notes that as growing numbers of investors start taking Bitcoin (BTC) “more seriously,” it raises an important question: what would be an “appropriate” or ideal amount of Bitcoin in an investment portfolio? According to CoinShares research team, the “real answer”… Read More

BlackRock Says 100% of its Active and Advisory Portfolios were ESG Integrated and it Launched Nearly 100 Sustainable Funds in 2020

BlackRock (NYSE:BLK), the world’s largest asset manager, notes that last year they wrote to their clients and informed them that the company was making sustainability its “new standard” for investing. BlackRock confirmed that they had outlined how they were making sustainability “integral” to how they… Read More

Southeast Asia based StashAway, a Digital Wealth Manager for Accredited Investors and Retail, Is Now Managing $1B in Client Assets

Southeast Asia based StashAway, a digital wealth management firm focused on retail and accredited investors, recently revealed that it’s now managing over $1 billion in assets since launching operations back in 2017. StashAway’s management confirmed that they were able to generate these solid returns even… Read More

Chinese Banking and Insurance Regulator Releases New Guidelines for the Sales of Wealth Management Solutions by Local Banks’ Subsidiaries

China’s banking and insurance regulator released draft guidelines on Friday (December 25, 2020) regarding the sales of wealth management products by local commercial banks’ wealth management divisions. Chinese authorities will reportedly allow these wealth management subsidiaries to serve as sales agents for such products for… Read More

JPMorgan to Acquire Fintech Firm 55ip in order to Help Advisors with Setting Up Tax-Efficient Portfolios

JPMorgan (NYSE:JPM), the largest US bank, is reportedly planning to acquire Fintech firm 55ip in order to assist financial advisors with setting up tax-efficient investment portfolios. JPMorgan Chase’s management noted that the bank’s asset management unit has decided to buy Fintech company 55ip so that… Read More

UK Fintech Nutmeg Teams Up With JP Morgan Asset Management to Launch Smart Alpha Portfolios

UK-based fintech firm Nutmeg announced on Wednesday it has joined forces with JP Morgan Asset Management to launch Smart Alpha portfolios. Nutmeg reported that Smart Alpha portfolios are underpinned by the duo’s shared commitment to sustainable investing.  “Today, Nutmeg and J.P. Morgan Asset Management have joined forces to create a truly pioneering product that… Read More

Weihai City Commercial Bank Becomes Only City Commercial Bank Listed on Hong Kong Stock Exchange in 2020, with Assistance from AMTD

The AMTD Group, a financial services company rooted in Hong Kong and based in the Greater Bay Area with a global focus, has revealed that the Weihai City Commercial Bank Co., Ltd. (based in Weihai, Shandong Province – marine economy demonstration zones of China) was… Read More

Pollen Street Secured Lending, a British Investment Trust, Appoints New Fund Manager After Seven Months of Discussions

Pollen Street Secured Lending (PSSL), a British investment trust (previously called P2P Global Investments) that strategically invests in consumer and SME loans and also in corporate trade receivables, has reportedly appointed a new fund manager after several months of meetings and discussions. Waterfall Asset Manager… Read More

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