Portfolio management

121 articles tagged with this keyword

/wealth

Robinhood makes wealth management push through $300m TradeMPR deal

Trading app Robinhood has agreed a $300 million cash and stock deal to buy custodial and portfolio management platform TradePMR.

/ai

AI set to revolutionise wealth management operations - survey

Artificial intelligence is set to revolutionise the wealth management industry, with nine in 10 investors believing the technology can used effectively for researching financial products and service.

/wealth

Wealth managers failing to meet clients' tech expectations

Investors are prepared to dump their wealth managers if they fail to embrace new technology, suggests recently published research.

/wealth

BlackRock joins Fintech Scotland

The world's largest asset manager, BlackRock, has announced its membership of Fintech Scotland, the promotional for the country's fintech sector.

/markets

Communify acquires Fincentric from S&P Global

Wealthtech entrepreneur John Wise and PE firm Stellex Capital Management have acquired S&P Global’s Fincentric business with a view to providing digital experiences and financial data distribution to the wealth, broking and asset management industries.

/startups

PE software startup raises £11m

Pactio, a UK-based fintech focused on the private equity (PE) market has completed an £11m series A funding round

/crypto

Hong Kong set to approve first crypto ETF

Hong Kong's financial regulator is poised to give the green light to the first batch of bitcoin spot ETFs.

/wealth

Asset managers embracing AI but need to go further - survey

While almost all asset managers are already using artificial intelligence (AI) in their investment process, only a handful are using the tech for more advanced tasks, according to a recently published study.

/wholesale

Euroclear invests in blockchain company

Post-trade group Euroclear has acquired a stake in Iznes, a pan-European, blockchain-based network within the asset management market.

/crypto

BlackRock claims tokenisation first

BlackRock, the world's largest asset manager, has taken its first step into the world of tokenisation.

/markets

Fintech valuations stabilising says VC fund chief

The fintech market is returning to some sense of normality in terms of valuations after a period in which it "largely lost its head", according to a leading investor.

/wealth

UK funds given green light for tokenisation

Investment funds authorised in the UK may now be able to progress their tokenisation strategies following the publication of the first report from a government-backed industry working group.

/wealth

Report predicts boom in Apac's wealthtech market

The wealthtech sector in Asia-Pacific could be worth more than $2trn by 2027 thanks to technological advancements, according to a report published by McKinsey.

/wealth

MSCI expands Google partnership to explore AI services

Benchmark provider MSCI has extended its partnership with Google Cloud in order to accelerate its development of generative AI services for the investment industry.

/crypto

Grayscale secures SEC legal win over bitcoin ETF

A US federal appeals court has sided with an asset manager in a lawsuit against the Securities and Exchange Commission (SEC) after the regulator denied an application to convert the Grayscale Bitcoin Trust into an exchange-traded fund (ETF).

/wealth

US online trading platforms launch in UK

The UK's retail trading platform market has become more crowded following the launch of two separate US ventures.

/crypto

Schroders explores digital asset fund in Singapore

Global asset manager Schroders has teamed up with the Monetary Authority of Singapore (MAS) to develop a tokenised digital asset fund.

/crypto

US asset managers apply to SEC for bitcoin ETFs

The ongoing effort to persuade the SEC to approve crypto investment products continues, following news that many of the country’s largest asset managers, BlackRock, WisdomTree and Invesco, have applied to the SEC for permission to launch a spot bitcoin ETF.

/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.

/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".