Portfolio management

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/wealth

Altum Group implements RiskScreen's KYC platform

Altum Group, a leading international provider of Fund, Corporate and Family Office Solutions, has successfully completed the implementation of RiskScreen's groundbreaking KYC platform.

/wealth

HSBC launches ETF servicing platform

HSBC announced today the launch of ETF Platform Solutions – its new end-to-end platform for providing asset servicing solutions to ETF issuers globally.

US online trading platforms launch in UK

/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.

/wealth

Worldsource selects Broadridge for digital marketing

Worldsource Wealth Management and IDC Worldsource Insurance Network Inc. are pleased to announce they have partnered with global Fintech leader, Broadridge Financial Solutions Inc. (NYSE: BR), to help their advisors provide relevant, timely communications to their clients using Broadridge’s automated digital marketing platform AdvisorStream.

Schroders explores digital asset fund in Singapore

/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.

US asset managers apply to SEC for bitcoin ETFs

/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.

/wealth

Investment app Plum expands offering

Plum, the smart money app, has launched two new smart features for stock investors in Ireland.

/regulation

FE fundinfo launches rebate and distribution channel management service

An initiative to help streamline the rebate management process and reduce administrative burden for asset managers is being launched by FE fundinfo, the global fund data and technology company.

/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.

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