Portfolio management

477 articles tagged with this keyword

/markets

BNP Paribas launches post-trade data management services with NeoXam

BNP Paribas’ Securities Services business today announces the launch of new post-trade data management services, leveraging the Investment Data Solution (IDS) of NeoXam, a market leader in financial data technology solutions, to support clients’ decision-making across the investment value chain.

/markets

Mapfre AM selects BlackRock Aladdin for digital transformation of investment platform

MAPFRE AM, MAPFRE Group’s asset management arm, will take a significant step forward in its digital transformation – a key pillar of the company’s growth strategy - by adopting BlackRock’s Aladdin platform, marking the first insurance company in Spain to implement the technology.

/wealth

Close Brothers selects Objectway to drive digital transformation

CBAM, one of the UK's leading specialist investment management and financial planning firms with over £20 billion of assets under management, has chosen Objectway to support its growth strategy and enhance its offering, aiming to become the best place in the UK for wealth management professionals and their clients.

/markets

Bank of Valletta selects Profile Software’s investment management platform

Bank of Valletta p.l.c. (BOV), Malta’s largest banking institution selects Axia Suite, the leading investment management platform of Profile Software, to enhance its portfolio management and investment services’ operations.

/crypto

Murex and Kaiko partner on portfolio management for digital assets

Murex, the global leader in trading, risk management, and processing solutions for capital markets, has announced a strategic partnership with leading crypto sector data provider Kaiko.

/wealth

Digital funds firm fundcraft appoints chief revenue officer

Fundcraft, a leading provider of digital fund operations, today announces the appointment of Craig Perrin as Chief Revenue Officer.

/payments

GoCardless and Moneybox extend partnership

Savings and investing platform Moneybox has renewed its relationship with bank payment company GoCardless, building on an eight-year partnership.

/wealth

BlackRock launches eFront Provider

BlackRock today announces the launch of eFront Provider, designed to enable asset servicers to offer asset managers a modern fund servicing experience, complete with real-time views into their private markets investor, fund and investment data.

/wealth

Acuity Trading and Interactive Brokers collaborate on investment research platform

Acuity Trading, a leading provider of alternative data and analysis tools, is excited to announce its strategic collaboration with Interactive Brokers (IBKR), one of the world’s most prominent online brokerage firms.

/wealth

Gulf Capital and Avaloq partner for digital wealth management

Gulf Capital Investment Company “InvestGB,” the wholly owned investment arm of Gulf Bank, is pleased to announce a strategic partnership with Avaloq, a global leader in private banking, wealth, and investment management technology services.

/wealth

21X and Apex Group partner for tokenisation

21X – which will be the first Distribution Ledger Technology (DLT) exchange for European Securities Market Authority (ESMA)-regulated trading and settlement of tokenized securities - and Apex Group - the global provider of financial services – today announced a ground-breaking strategic partnership that will allow Apex Group’s customers to list tokenized securities on the first-of-its-kind exchange, 21X.

/people

ABN Amro Investment Solutions names COO

ABN AMRO Investment Solutions (AAIS) is pleased to announce the appointment of Laurianne Melec as its new Chief Operating Officer (COO).

/ai

Axyon AI announces UK expansion plan

Axyon AI, which improves asset manager performance by delivering alpha opportunities via AI-powered asset rankings and AI strategies, has appointed Nicholas “Nick” Greenland as Senior Vice President, Business Development.

/people

FE fundinfo appoints cheif product officer

FE fundinfo, the international leader in investment product information and technology for the investment management community, announced the appointment of Joerg Grossmann as its new Chief Product Officer.

/people

AMF revamps Financial Skills Certification Board

The system for verifying the skills and knowledge of the employees of investment services providers and of financial investment advisors relies on the services of the AMF and the Financial Skills Certification Board (HCCP).

/wholesale

Linedata acquires French AI startup

Linedata (Euronext Paris: LIN), a global provider of asset management and credit technology, data, and services, today announces the acquisition of DreamQuark, a renowned French startup specializing in the development of artificial intelligence (AI) platforms and services for the financial services sector.

/people

Liquidnet recruits Morgan Stanley trading exec

Alex Grinfeld, an 11-year veteran and Executive Director at Morgan Stanley, has joined a noteworthy roster of senior futures sales-traders and analysts to have arrived at Liquidnet since 2022 as the technology-focused agency execution specialist, known for its dark pools, builds out its global listed derivatives offering.

/regulation

Indigita and Prometeia launch ESG e-learning course

Swiss regtech company Indigita SA, in collaboration with the global advisory firm Prometeia, announces the launch of a new e-Learning course focusing on Environmental, Social, and Governance (ESG) scoring.

/wealth

NewRetirement completes $20m funding round

NewRetirement, a comprehensive, digital-first financial planning platform for consumers and enterprise partners, today announced that it has closed its Series A round with $20 million in funding.

/wealth

Fintel acquires ifaDASH

Fintel, the leading provider of fintech and support services to the UK retail financial services sector, has announced the acquisition of ifaDASH, a uniquely positioned practice digitisation solution supplier.