Latest Portfolio management News: Finextra Research

Company update/startups

Startup PM Alpha launches digital marketplace for wealth management industry

A new company Private Markets Alpha (PM Alpha), has launched today to introduce an online digital platform dramatically improving access to private markets for the global wealth management industry.

31 August 2022

News/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.

22 August 2022

Company update/people

Prytek Ventures names CEO

Prytek, a multinational technology group with a focus on building and investing in technologies and delivering managed services, announces that it has appointed Noga Knaz as its CEO of Prytek Ventures to provide the Corporate Venture Capital (CVC) arm with more management attention and concentrating on early-stage fintech startups.

22 August 2022

Company update/sustainable

MetaVerse Green Exchange hires ex BoE adviser

MetaVerse Green Exchange (“MVGX”), a digital green exchange licensed and regulated by the Monetary Authority of Singapore (“MAS”), announced the appointment of former Bank of England Senior Advisor Michael Sheren as President and Chief Strategy Officer (CSO) as the firm strengthens its end-to-end suite of Carbon as a Service (CaaS) products to customers across the globe.

21 July 2022

Company update/wealth

Wombat launches crowdfunding campaign

Fast-growing micro-investing platform Wombat has launched a new crowdfunding campaign ahead of its international expansion.

21 July 2022

Company update/wealth

FNZ and GVC Gaesco collaborate for wealth management

GVC Gaesco is reaffirming its commitment to strengthen the digitalisation process of investment services.

21 July 2022

Company update/crypto

Ekta launches portalfor passive crypto income

Ekta, the blockchain company that connects the physical world with Web3, is to launch its first hardware product — the Ekta Portal.

19 July 2022

News/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.

19 July 2022

Company update/markets

Horizon Software invests in French financial research project

Horizon Software, a global leading vendor in Market Making, Agency Trading and Algo Trading Technology, announced today it is investing more in financial research by funding a research project in partnership with the university of Paris-Saclay-Ecole Doctorale de Mathématiques Hadamard.

18 July 2022

Company update/wealth

Morgan Stanley Investment Management and iCapital extend partnership

Morgan Stanley Investment Management (MSIM) and iCapital[1] today announced an expansion of their US partnership to provide more banks and wealth managers globally with access to a suite of private markets funds managed by MSIM.

18 July 2022

Company update/people

Coremont appoints global COO from State Street

Coremont LLP (“Coremont”), a leading FCA-regulated financial services firm that provides complete front-to-back portfolio management support for hedge funds and institutional asset managers, today announces that it has appointed Akbar Sheriff as Global Chief Operating Officer and Partner.

11 July 2022

Company update/markets

GAM Investments steamlines risk and portfolio management with Bloomberg

Bloomberg announced today that GAM Investments, a leading independent pure-play asset manager, has adopted an integrated suite of Bloomberg buy-side workflow solutions to streamline risk and portfolio management across the enterprise.

29 June 2022

News/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.

27 June 2022

Company update/wholesale

Linedata revamps portfolio management tech

Linedata (Euronext Paris: LIN), a global provider of asset management and credit technology data and services, today announced its next generation of portfolio management, Linedata Accumen, a suite of new web-based features powered by Linedata’s Asset Management Platform (AMP) and built to work seamlessly alongside Linedata Longview Trade Order Management System (OMS), to ensure that asset managers serve their clients quickly and continuously.

23 June 2022

Company update/crypto

AQRU.io surpasses $50 million in assets under management

AQRU plc, an incubator specialising in decentralised finance (DeFi), announces today that its wholly owned subsidiary, Accru Finance Ltd., has surpassed US$50 million in assets under management and 20,000 user signups on its proprietary yield-generating platform, AQRU.io. The milestone was achieved only five months since the platform’s launch and 39 days after the company announced that it reached around US$20 million (£16.5 million) in assets under management.

09 May 2022

News/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.

12 January 2022

News/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.

30 December 2021

Company update/startups

UK digital bank Monument launches first savings product

After receiving its full banking licence and commencing its property investment lending activity, Monument launches its app and first suite of savings products to the market.

09 December 2021

News/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.

09 December 2021

Company update/crypto

Seba Bank launches cross asset platform to simplify access to digital assets

SEBA Bank, a fully integrated, FINMA licensed digital assets banking platform, today announced the launch of a unique platform providing next-generation actively managed investment certificates (AMCs) that allow easier access to digital assets for investors. The innovative AMC platform enables Swiss asset managers to originate a Swiss-compliant AMC with Swiss ISIN and make unlimited use of SEBA Bank’s sophisticated portfolio management services.

02 December 2021