Tagged: asset management

Digital Financial Advisor Platform Betterment Introduces “Tax-Smart” Transitions Features for Advisors

Betterment, the independent digital financial advisor, today announced that Betterment for Advisors, its RIA custody division, has launched an integrated suite of tools that will provide financial advisors “with granular control over how client assets are managed, transferred, and sold.” The new features will “give… Read More

Alternative Investments: iCapital Marketplace to Connect Wealth Managers to Investment Opportunities

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, announced the launch of iCapital Marketplace, the platform connecting wealth managers and advisors “with alternative investment opportunities offered by the world’s leading investment providers and asset managers.” Powered by its… Read More

Wealthtech Report: End-to-End, Third-Party Operating Models Deployed by Wealth, Asset Managers Are Transforming the Industry

After a long period of consistent profitability, the wealth and asset management sector is “facing rising costs, shrinking margins, and intensifying consumer demands.” Firms are looking for ways “to accelerate their digital transformations, bring more of what their clients want to the table, and bolster… Read More

European Digital Asset Manager CoinShares Reports Solid Start to 2023

CoinShares International Limited (Nasdaq Stockholm: CS), the European digital asset manager, has published its results for the quarter ending 31st March 2023. Jean-Marie Mognetti, Chief Executive Officer of CoinShares said: “I’m pleased to announce that Q1 2023 has underscored CoinShares’ robust resilience and adaptability. The… Read More

Identity Verification, Regtech: iDenfy, Fincapital Partners to Provide Automated KYC, AML Checks

iDenfy, an AI-enabled identity verification, and fraud prevention tech startup, announced its partnership with Fincapital Partners, an all-in-one banking and asset management platform that offers comprehensive financial services. The company will “leverage iDenfy’s advanced KYC and AML solutions to deliver a seamless customer onboarding process.”… Read More

Digital Asset Management Firm Haru Invest Launches Crypto Mining Product

Haru Invest, a digital asset management platform, announced the launch of its crypto mining product Haru Mining in partnership with Canadian crypto miner Pow.re. Haru Mining explains that it “represents a strategic expansion of Haru Invest’s suite of digital asset investment services, opening users to… Read More

Securitize Expands Liquidity Potential, Access to Hamilton Lane’s Senior Credit Opportunities Fund

Securitize, a firm digitizing the issuance, management, and trading of real-world assets, today launched a new feeder fund offering tokenized exposure to an evergreen private credit fund from leading private markets investment firm Hamilton Lane (Nasdaq: HLNE), available “exclusively” on the Polygon blockchain. Hamilton Lane… Read More

Astor Investment Management, FLX Networks Announce Expanded Partnership

Astor Investment Management and FLX Networks announced their expanded relationship, “signaling further adoption of new, innovative, and efficient models by asset management firms as the industry undergoes significant changes.” Under this expanded partnership, FLX will now “represent Astor as its full-service front-office distribution partner, handling… Read More

Digital Assets: Galaxy, DWS to Develop Crypto-Asset Management Solutions in Europe

Galaxy Digital Holdings Ltd. (TSX: GLXY), a financial services and investment management innovator in the digital asset and blockchain technology sector, and DWS, which claims to be one of the world’s leading asset managers, have entered into a strategic alliance with the aim of initially… Read More

Credit Technology Fintech Linedata Expands Managed Services Offerings in APAC for Buy Side Firms

Linedata (Euronext Paris: LIN), a global provider of asset management and credit technology data and services, announced today the expansion of its services capabilities and offerings in the Asia-Pacific (APAC) region. Linedata has extended its APAC offerings “to include new industry segments namely private equity,… Read More

Fundpath Completes £4M Round with Growth Capital Partner Fuel Ventures

Fundpath, the data and technology business bridging the information disconnect between asset managers and wealth managers, confirmed the completion of a £4m late seed funding round with growth capital partner Fuel Ventures. Launched in 2021, intelligent data-driven SaaS platform Fundpath, is transforming the traditional sales… Read More

Singlife Enhances Investment Capabilities via Tech Partnership with Citi, BlackRock

Homegrown financial services company Singlife has appointed Citi and BlackRock Aladdin to “provide it with a comprehensive technology platform to unify and transform its asset management capabilities across its front, middle and back-office offering.” Citi and BlackRock Aladdin previously “entered into an alliance to leverage… Read More

Israel-based Fintech Liquidity Group to Support Gulf Startups with $500M

Liquidity Group, an Israel-based fintech and asset manager, is looking to provide $500 million this year “to support startups in the UAE and across the Middle East.” The company reached unicorn status last month, “with fresh investment of $40 million from Japan’s MUFG at a… Read More

Northern Trust, EDS Team Up with UK-based Asset Manager Redwheel

Northern Trust (Nasdaq: NTRS) announced that UK-based asset manager Redwheel is now using its data aggregation tool, developed by its strategic partner, Equity Data Science, Inc., in order “to enhance ESG integration across its investment business.” Founded in 2000 and formerly known as RWC Partners,… Read More

ADGM-based Israeli Fintech Liquidity Group Introduces Global Initiative in Abu Dhabi

Liquidity Group, a pioneering financial technology firm and asset manager that uses patented machine learning and decision science to provide capital to high-growth technology companies, has announced the launch of its global ‘Twenty Chairs’ series. The series will bring together leading industry players “to network… Read More

Fundraising Report: Regulation, Denominator Effect to Impact Fund Managers’ Abilities to Grow Asset Base

When the Tide Goes Out, could have long-term implications for private markets, according to a recent update from Pitchbook. A report from Pitchbook notes that asset growth from fund performance and future fundraising are the two most important variables in their estimates, and they are… Read More

UK’s Financial Conduct Authority (FCA) Seeks Views on Updating Asset Management Regulation

The Financial Conduct Authority (FCA) is seeking views on “what regulatory change might help the UK’s asset management industry innovate, better support the investors it serves and boost competition.” The UK is a leading center for asset management, “with over £11 trillion of assets managed… Read More

FNZ to Acquire ifsam, the Luxembourg-based B2B Fund Platform

FNZ, the global wealth management platform, has agreed to acquire International Fund Services & Asset Management SA (ifsam), a Luxembourg-based B2B fund platform. The acquisition, which is “subject to regulatory approval, will strengthen FNZ’s global client proposition for both asset managers and distributors, adding advanced… Read More

FLX Networks, Broadridge Data and Analytics to Help Power Distribution Solutions for Asset Managers

Amid an environment where asset management firms are increasingly collaborating with digital platforms to help launch product offerings and “de-risk” entry into new markets, FLX Networks, which modernizes, simplifies, and drives engagement between asset managers and financial advisors, has partnered with global Fintech leader Broadridge… Read More

Wealth Management Platform to Be Launched by Belgium’s Bank Nagelmackers, Objectway

Bank Nagelmackers, which claims to be one of the leading personal and private banks in Belgium, has selected Objectway, a Pan-European Wealth & Asset Management software and services company, in order “to implement a new private client wealth management platform for the bank’s advisory, discretionary… Read More

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