Tagged: digital wealth management

Digital Wealth Manager Moneyfarm Appoints Dame Jayne-Anne Gadhia as Company Chair

Digital wealth manager Moneyfarm announced that it has appointed Dame Jayne-Anne Gadhia as Chair. Dame Jayne-Anne Gadhia, DBE, CVO, FRSE, “brings considerable experience to the role.  She is the Founder and Executive Chair of fintech Snoop and was the CEO of Virgin Money from 2007… Read More

Digital Wealth Management Platform Quantifeed Acquires London’s ALPIMA

QUANTIFEED, the provider of digital wealth management solutions, announces that it has acquired ALPIMA, a London-based portfolio construction, visualisation, and analytics fintech company. Alex Ypsilanti, Co-Founder and CEO of Quantifeed, said: “We are very excited about bringing together two hugely talented teams of financial engineers… Read More

$1.4B Wealthfront Purchase to Drive UBS American Presence

UBS has agreed to buy automated wealth management provide Weathfront for an all-cash price of $1.4 billion, the companies confirmed this week, In a statement, UBS said it will use the acquisition to expand its presence in the United States, including to more affluent investors…. 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

Digital Wealth Manager SIMON Adds New ETFs to Platform, Launches New Marketplace

SIMON has expanded its digital wealth management platform to include exchange-traded funds (ETFs). The company has also launched a new marketplace with Innovator’s Capital Management’s Defined Outcome ETFs – which includes their Buffer ETFs. These products are currently available on SIMON’s centralized platform for “risk-managed… Read More

YieldStreet Announces New Partnership With Citi For Access to Private Credit Opportunities Delivery

YieldStreet, an online marketplace for a diverse array of asset-backed investments, announced on Wednesday it has formed a new partnership with Citi to access investment opportunities across private credit markets, which includes Real Estate, Aviation, Shipping, Telecommunications, as well as other structured credit products. YieldStreet… Read More

Digital Wealth Management Startup Flynt Receives Swiss Banking License

On Friday, digital wealth management FLYNT announced it obtained a banking-license from the FINMA and operates now under FLYNT Bank AG. The start-up stated: “The banking-license allows FLYNT the required independence to approach Wealth Management in new ways and using innovative technologies, thus enabling private and… Read More

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