Tagged: asset management

September 4, 2021 @ 12:15 pm By Omar Faridi  |  

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

July 30, 2021 @ 7:25 pm By Omar Faridi  |  

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

July 25, 2021 @ 11:44 am By Omar Faridi  |  

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

July 2, 2021 @ 4:50 pm By Omar Faridi  |  

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

May 12, 2021 @ 11:46 am By Omar Faridi  |  

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

May 11, 2021 @ 12:17 am By Omar Faridi  |  

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

May 10, 2021 @ 9:34 pm By Omar Faridi  |  

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

May 1, 2021 @ 9:33 am By Omar Faridi  |  

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

March 25, 2021 @ 10:30 pm By Omar Faridi  |  

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

March 3, 2021 @ 10:45 pm By Omar Faridi  |  

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

January 25, 2021 @ 9:45 pm By Omar Faridi  |  

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

December 26, 2020 @ 10:03 am By Omar Faridi  |  

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

December 3, 2020 @ 10:32 pm By Omar Faridi  |  

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

November 18, 2020 @ 1:57 pm By Samantha Hurst  |  

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

October 12, 2020 @ 9:19 pm By Omar Faridi  |  

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

October 2, 2020 @ 6:25 am By Omar Faridi  |  

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

June 17, 2020 @ 5:00 am By JD Alois  |  

Pagaya, a Fintech in the asset management space, has closed on a $102 Series D funding round. Simultaneously the company has announced a $200 asset-backed security (ABS) issuance of consumer credit – “reopening” the COVID-19 impacted market. Pagaya’s total ABS issuance now stands at over… Read More

May 18, 2020 @ 2:40 pm By Samantha Hurst  |  

FinMason, a U.S.-based fintech and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced on Monday it has launched the first phase of its fixed income analytics offering for the retail wealth management and asset management communities. FinMason reported that phase… Read More

April 4, 2020 @ 10:11 pm By Omar Faridi  |  

UP Fintech Holding Ltd, a major digital brokerage company focusing on global Chinese investors, has confirmed that it’s entering the wealth management and technology (Wealthtech) business. UP Fintech has introduced a product, called the “Fund Mall,” which offers a new wealth management feature that makes… Read More

September 6, 2019 @ 8:50 am By Samantha Hurst  |  

CrowdBureau, an information technology platform that offers asset and risk management tools for market players seeking more transparency in marketplace peer-to-peer lending and securities crowdfunding, announced this week it raised $1.1 million through its Series A funding round, which was led by Clydagh Limited, Estuary Holdings… Read More