Portfolio management

121 articles tagged with this keyword

/wealth

FNZ buys YieldX

Wealth management platform FNZ has made its second acquisition in a week, buying YieldX, a US-based provider of fixed income portfolio management technology, optimisation services and direct indexing tools.

/regulation

Fund services firms lagging in digital journey

Despite the fact that the vast majority of trust, corporate and fund services see the benefit of adopting digital technology, only a third have actually started on their digitalisation projects.

/sustainable

BlackRock and Proxymity agree UK proxy voting deal

BlackRock, the world's largest asset manager, has agreed a deal with digital investor communications platform Proxymity, that will enable retail investors in the UK to participate in proxy battles.

/crypto

Bitwise launches active crypto fund

The world's largest crypto index fund manager, US-based Bitwise, is expanding from passive to active management in an effort to attract more institutional investors.

/startups

Saudi wealth fund launches $24bn tech fund

A sovereign wealth fund led by Saudi crown prince Mohammed Bin Salman has launched a $24bn investment fund targetting the Middle East tech sector.

/crypto

N26 unveils crypto offering

German challenger bank N26 has launched its first cryptocurrency offering which will enable clients to trade close to 200 virtual currencies.

/wealth

CFA paper calls for ethical use of AI

Ethical considerations should feature more prominently in the use of artificial intelligence (AI) in the investment management world, according to a recently published paper.

/crypto

Wave Financial buys stake in Swiss crypto firm

US-based digital asset manager Wave Financial has made its first European acquisition following the purchase of a minority stake in Swiss crypto assets firm Criptonite Asset Management.

/wealth

Asset manager launches metaverse fund

Invesco, a global asset manager with $1.6 trillion of assets under management, has launched an investment fund focused on the metaverse.

/wealth

Schroders buys stake in digital assets firm

Global asset manager Schroders has acquired a minority share in Forteus, an asset manager focused on blockchain and digital assets.

/wholesale

Caceis recruits Taurus for digital custody offering

France-based Caceis is the latest asset servicing firm to announce plans to develop its custody service for digital assets.

/wealth

United Fintech adds Athena to portfolio

United Fintech, an outfit dedicated to hoovering up a stable of capital markets fintechs, has bought a 25% stake in Athena Systems, a US provider of investment decision support and automation software.

/inclusion

Tinkoff becomes first Russian broker to offer online stock gifting service

Tinkoff Investments has become the first Russian broker to offer an online service for gifting stock.

/startups

Tokenised fund for footballers' image rights launches

A Spanish startup has launched what it claims is the world’s first tokenised investment fund focused footballer’s image rights.

/sustainable

Sustainable Finance Live: The state of the supply chain

Sustainable Finance Live is back for another virtual event. Finextra and Responsible Risk have come together for a thought-provoking series of experiential events, welcoming banking and technology ecosystems to collaborate on enabling a wave of change.

/startups

British Business Bank report highlights spike in UK VC fund performance

A sharp increase in UK venture capital (VC) fund performance over the last 12 months has been highlighted by a new British Business Bank report.

/Sibos

Sibos 2021: How can banks take meaningful action on climate change?

With COP26 fast approaching, and the financial industry facing additional costs to comply with government actions on climate change, it needs to start asking itself some tough questions, namely: Are we acting responsibly for the future? Are we driving carbon neutrality in the businesses we finance? Are we acting as an enabler for investments to lower the cost and increase the deployment of low-carbon technologies?

/markets

Augmentum completes £55m fundraising round

Fintech investment trust Augmentum has secured £55m from its latest funding round, exceeding its original £40m target

/sustainable

Sustainable Finance Live: The state of the market and planet

Today, Finextra Research and Responsible Risk kicked off proceedings for Sustainable Finance Live – a series of virtual events designed to drive the creation of actionable ESGtech strategies within the financial services sector, and foster an ecosystem of partnerships that will turn strategy into action.

/wealth

Ikigai initiates Crowdcube campaign to raise £1.2m

Ikigai, the wealth management and banking app for affluent millennials, has set up a UK public crowdfunding campaign via CrowdCube to accelerate business, their product roadmap and the tech team.