Portfolio management

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/markets

TS Imagine releases cross-asset tech for hedge funds

TS Imagine, the leading global, cross-asset provider of trading, portfolio, and risk management solutions for financial institutions, today announces the launch of TS One, a cross-asset class, SaaS-based solution designed for investing teams who are seeking access to global markets, advanced execution management tools, battle-tested risk management models, and comprehensive accounting software through a single intuitive interface.

/markets

Atlas Responsible Investors implements Broadridge portfolio and order management tech

Atlas Responsible Investors, one of the first hedge fund managers to concentrate exclusively on impact investing, has enhanced its technology by implementing a cloud-based portfolio and order management solution from global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR).

/wealth

Fundpath completes late seed funding round

Fundpath, the data and technology business bridging the information disconnect between asset managers and wealth managers, today confirmed the completion of a £4m late seed funding round with growth capital partner Fuel Ventures.

Study shows rise in online stock trading

/markets

Study shows rise in online stock trading

Online searches for 'stock trading tips' and 'how to start trading' have increased by more than 200% since 2004 according to recently published data.

Update: Silicon Valley Bank taken over by regulator

/startups

Update: Silicon Valley Bank taken over by regulator

The California Department of Financial Protection and Innovation says it has taken possession of Silicon Valley Bank and appointed the FDIC as receiver, citing "inadequate liquidity and insolvency".

/cloud

Northern Trust partners with SimCorp for outsourcing offering

As part of its continuing Whole Office™ strategy to serve client needs across the entire investment lifecycle, Northern Trust (Nasdaq: NTRS) has reached an agreement with SimCorp®, a leading provider of Software as a Service (SaaS) investment management solutions, to enable integration for efficient data exchange for clients using the SimCorp Dimension® platform.

/startups

Wealthtech Huddlestock acquires Dtech

Huddlestock Fintech AS ("Huddlestock") continues to scale its wealth management and trading platform and has signed a Sale and Purchase agreement to acquire Dtech AS, a Norwegian software company with robust and easy to use solutions for portfolio management and fund order technology for the pension market and pension providers.

/people

Lazard AM names global tech head

Lazard Asset Management (LAM) today announced that Larry Cohen has been appointed as Managing Director and Global Head of Technology & Operations, effective immediately.

/cloud

Kepler Chevreux selects Opensee for trade management

Kepler Cheuvreux, the leading independent European financial services company, is the first financial institution to adopt Opensee's cloud service for trade management and execution analytics.

/crypto

DZ Bank selects Metaco for digital custody

Metaco announces today its cooperation with DZ BANK AG, the central institution to the Volksbanken Raiffeisenbanken cooperative financial network, one of the largest banking groups in Germany

/wealth

Landytech secures $12 million Series B

Landytech, the company behind leading investment reporting platform, Sesame, today announced it has secured $12 million in Series B funding, led by an investment from Aquiline Technology Growth (‘ATG’) and additional investment from existing investor Adelie Capital.

/people

Ex-Schroders global head of product, Carolina Minio Paluello, appointed CEO of Arabesque AI

Arabesque AI has today announced the appointment of Dr Carolina Minio Paluello as its new Chief Executive Officer and to the group’s executive committee.

FNZ buys YieldX

/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.

/wealth

STP Investment Services buys WealthSite

STP Investment Services (STP), a global, technology-enabled, end-to-end investment operations service provider, today announced it has acquired WealthSite, a firm that provides a fully integrated and highly customized accounting, portfolio management, reporting and analytics platform to single and multi-family offices, traditional wealth advisory firms and money managers serving ultra-high-net-worth (UNHW) clients.

/markets

10 fintechs selected for Dutch accelerator

Ten promising Dutch fintech startups and scaleups have been selected for Batch 9 of the Rise programme of Techleap.nl, a non-profit organisation aimed at accelerating the tech ecosystem in the Netherlands.

Fund services firms lagging in digital journey

/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.

/crypto

Crypto exchange Coinmetro gets funding

One of Europe’s fastest growing digital currency exchanges Coinmetro has closed an interim funding round of EUR 7million, valuing the company at EUR 180million.

/regulation

SeedBlink licensed in Romania

SeedBlink, the co-investment platform for European startups, has received the licence from the Romanian Financial Supervisory Authority (ASF) as a provider of crowdfunding services under ECSPR (European Crowdfunding Services Providers Regulation), to strengthen its operational framework and pursue its European strategy.

/wealth

Momentum Global IM contracts MDOTM for AI-driven insights

Momentum Global Investment Management (MGIM) has appointed MDOTM Ltd., the global provider of AI-driven investment solutions, as a strategic partner to help it develop AI driven investment insights and triggers that can be integrated into and enhance MGIM’s well established outcomes-based investment process.

/payments

Saxo and HSBC partner for fund transfers in Singapore

Saxo, a leading Fintech specialist that connects people to investment opportunities in global capital markets, has worked with HSBC to incorporate eGIRO and FAST Direct Debit Solution to support real-time funds transfer into its trading and investing platforms.

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