Portfolio management

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/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.

AI set to revolutionise wealth management operations - survey

/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 managers failing to meet clients' tech expectations

/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

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.

BlackRock joins Fintech Scotland

/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.

/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.

Communify Fincentric Unifies Financial Data with Acquisition from S&P Global

/markets

Communify Fincentric Unifies Financial Data with Acquisition from S&P Global

John Wise, Chairman and CEO of Communify Fincentric, explains the backstory to the company's acquisition of Markit on Demand from S&P Global. Aimed at fixing the financial industry's persistent challenge of fragmented data, this strategic move unifies client and market information in a single platform, integrating over 4,000 global data feeds to enhance AI-driven insights for portfolio managers, advisors and self-directed investors. By merging these data sets, the business intends to set a new standard for the broking, wealth and asset sectors, enabling institutions to navigate complex data landscapes and drive growth in a digital world.

Communify acquires Fincentric from S&P Global

/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.

/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.

PE software startup raises £11m

/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

Hong Kong set to approve first crypto ETF

/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.

/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.

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