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FinTech

Saxo Markets Selects Ken Shih to Lead Digital Wealth Services in Greater China

  • Shih brings 18 years of industry experience to the new role.
  • He previously held senior positions at HSBC, JPMorgan Chase, others.
Tuesday, 19/04/2022 | 13:32 GMT by Solomon Oladipupo
Institutional FX

Bank of America’s Quarterly Net Income Hits $7.1 Billion

  • Global Markets generated a net income of $1.6 billion.
  • The financial services provider reported EPS of $0.80.
Monday, 18/04/2022 | 13:11 GMT by Bilal Jafar
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
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
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
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
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