Portfolio management

483 articles tagged with this keyword

/wealth

ADDX launches tokensied French wine portfolio

Investors with a penchant for wine can now invest in a curated portfolio of vintage French wines through private market exchange ADDX.

/wealth

CEPRES launches AI-based forecasting tool

CEPRES — the leader in private market investment technology and data — today announced the launch of CEPRES Predictive Intelligence, an enhanced, future-oriented portfolio management suite based on CEPRES’s proven and backtested forecasting technology

/wealth

Link Fund Solutions selects EFA for middle office outsourcing

EFA is proud to have been chosen by Link Fund Solutions (Luxembourg) S.A. part of the largest providers of Alternative Investment Fund Management (AIFM) and third-party Management Company (ManCo) services in Europe, to provide Middle Office services covering Trade management services for transferable securities and for financial derivative instruments.

/people

Broadridge bolsters funds team

Broadridge has hired Stephen Johnston as Managing Director, Client Delivery Operations for Broadridge Fund Communication Solutions (FCS).

/payments

Payments firm Ebury opens Luxembourg branch

Ebury, one of Europe’s largest fintechs and global provider of transaction payment solutions, has established a branch in Luxembourg, registered under CSSF regulations to support managers in the alternative investments sector.

/wholesale

vestr secures $10m in funding round

Swiss fintech startup vestr has structured an oversubscribed financing round, combining a traditional equity investment with a non-dilutive component.

/wealth

Art investment platform partners with wealth manager

The innovative fractional art investment platform Mintus.com has signed a partnership agreement with Amicorp Group’s wealth management company, Amergeris, opening access to shared ownership of iconic art to the clients of private banks, family offices & wealth managers.

/wealth

Zedra selects Clausematch for digital transformation

Zedra, an international provider of corporate and global expansion, active wealth, Pensions & Incentives and Fund solutions, today announces its partnership with Clausematch, a technology company developing solutions for regulatory compliance.

/crypto

GraniteShares launches Bitcoin ETPs

ETP provider GraniteShares is responding to growing demand with the launch of 23 new products including the first Spotify and MicroStrategy 3xLong and 3xShort ETPs listed on the London Stock Exchange.

/wealth

Investment app Plum raises £1m via crowdfunding

Smart money app Plum has secured £1m from investors in the first eight hours of its crowdfund, achieving its initial target.

/markets

Investment technology firm Jacobi secures $10 million Series A funding

Investment technology firm Jacobi Inc. has announced it has raised $10m USD in Series A funding, led by Queensland Investment Corporation (QIC)

/crypto

Digital asset firm B2C2 hires CEO

B2C2, the institutional digital asset pioneer, announces that it has appointed Thomas Restout as CEO, EMEA, reporting to Phillip Gillespie, Group CEO, effective immediately.

/wealth

Digital wealth manager FinaMaze launches US rates product

Against the backdrop of the recent rising inflation and interest rate hikes as confirmed by the US Federal Reserve, ADGM-based innovative digital wealth manager, FinaMaze, has introduced its latest product, US Rates Protect Smartfolio, available for all investors.

/wealth

Franklin Templeton partners with digital brokerage Futu Securities for fund launch

Futu Securities International (Hong Kong) Limited (Futu), a leading tech-driven digital brokerage and wealth management platform, together with global asset manager Franklin Templeton, will launch three risk-based model portfolios, engineered by the Franklin Templeton Investment Solutions group, with various risk levels to fulfill clients’ investment needs and risk appetites.

/crypto

Crypto exchange Coinmetro launches swap feature

Coinmetro, a fast-growing European digital currency exchange is today introducing a groundbreaking new feature to its Swap widget.

/wholesale

Calastone opens Singapore office

Calastone, the largest global funds network, announces the opening of their regional headquarters in Singapore, underpinning their aggressive growth strategy to expand product offerings and footprint across the Asia-Pacific (APAC) region.

/wealth

InvestCloud upgrades NaviPlan platform

InvestCloud, the global leader in digital transformation for the financial industry, today announces 80 new features to its digital planning tool NaviPlan, to further support the most complex needs of high-net-worth individuals (HNWIs)

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NeoXam makes leadership changes

NeoXam, a leading financial software company, has announced a senior leadership promotion, with Florent Fabre stepping into the position of Group Managing Director.

/crypto

Crypto firm Onramp Invest joins Bosonic network

Bosonic, a decentralized Financial Market Infrastructure (dFMI) business, announces that Onramp Invest, a cutting-edge crypto management solution providing access to crypto assets for registered investment advisors, will join the Bosonic Network™.

/people

FA Solutions selects new CEO

Cloud portfolio management platform provider FA Solutions has today announced that Tomi Lod, previous CEO of financial technology firm Clausion Oy, has been selected as FA Solutions’ new Chief Executive Officer.