Portfolio management

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/Portfolio management

SimCorp expands partnerships ecosystem with WTax

SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces a new collaboration, with WTax, a world leader in withholding tax recovery services, to respond to the buy-side struggle for efficient recovery of withheld tax, across borders.

/Portfolio management

Tora upgrades portfolio management system

TORA, the provider of industry leading trading technology, has today announced the launch of their new Portfolio Management System (PMS).

/Portfolio management

PAG chooses Broadridge to modernise portfolio management technology

Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, announced that PAG, one of the world’s largest Asia-focused investment groups, has chosen Broadridge as a cloud-based portfolio management technology provider.

Coutts MD: Sustainability is about ‘unpeeling’ investment decision making

/sustainable

Coutts MD: Sustainability is about ‘unpeeling’ investment decision making

Mohammad Kamal Syed, managing director and head of investment management at Coutts & Co, tells Finextra Research of the ‘root and branch uplift’ in the firm’s investment decision making to address ESG goals.

Sibos 2020: Defining sustainable finance and ESG, beyond climate action and the environment

/sustainable

Sibos 2020: Defining sustainable finance and ESG, beyond climate action and the environment

As wildfires, hurricanes, social and economic unrest and the pandemic play out across the global stage, the final of day of Sibos 2020 focuses on banking for humanity, the impact of ESG and the triple bottom line as a driver for sustainable business.

Bank of England admits failings in security breach

/security

Bank of England admits failings in security breach

The Bank of England (BoE) has conceded that it could have moved more quickly to identify a security breach that allowed hedge funds to gain unauthorised access to press briefings and hear about sensitive market information ahead of their rivals.

/crypto

Crypto exchange Gemini launches in UK

Gemini today announced it is expanding fully into the United Kingdom (UK), providing individuals and institutions with simple, reliable, and secure cryptocurrency exchange and custody services in pounds sterling (GBP).

/covid-19

Calastone expands SE Asia presence

Calastone, the largest global funds network, today announced it has further expanded its footprint in Southeast Asia.

/wealth

SIX unveils tax tool for wealth managers

SIX today launches “SIX Tax Score®”, designed to analyse the tax consequences of financial products, available to banks, wealth managers and asset managers in the form of a benchmark covering Swiss, UK and French tax jurisdictions.

/wealth

Singapore digital wealth manager raises $18.6m

Syfe, the Singapore-based digital wealth manager, today announced that it has successfully closed a SG$25.2 million (US$18.6 million) Series A funding round led by Valar Ventures, one of the world’s leading VC funds for high potential fintech companies.

/wealth

Wealth manager 7IM launches new platform

7IM has significantly enhanced its platform with the launch of a series of updates and enhancements to further improve the user experience.

Investors to increase allocation to crypto assets

/crypto

Investors to increase allocation to crypto assets

The growing number of startups offering crypto investment services will be buoyed by news that institutional investors are set to increase the amount of capital they spend on crypto assets.

Exabel closes $3.6m funding round

/startups

Exabel closes $3.6m funding round

A startup that offers AI analytics to asset managers has raised $3.6m in its third funding round bringing the total capital raised to more than $12m.

/people

Vontobel hires fintech boss to lead digital expansion

The investment manager Vontobel, which ranks as one of the leading and most innovative Swiss providers of digital investment solutions for European investors with its digital platforms such as ‘derinet’ and ‘Volt’, has hired the financial markets and fintech expert Toby Triebel.

Franklin Templeton targets millennials with digital WM platform

/wealth

Franklin Templeton targets millennials with digital WM platform

Global asset manager Franklin Templeton has set its sights on penetrating the millennial investment market by recruiting a fintech from the gaming sector to help it build a digital wealth management platform.

/Portfolio management

WeTrust Asset Management implements Refinitiv trading package

Refinitiv, one of the world’s leading providers of financial market data and infrastructure to the buy-side, announced today that Singapore-based hedge fund, WeTrust Asset Management, has adopted its end-to-end trading workflow and data solutions to support its investment management operations.

BBVA trials quantum computing to optimise investment portfolio management

/markets

BBVA trials quantum computing to optimise investment portfolio management

BBVA and Spanish startup Multiverse have run a proof-of-concept using quantum technologies to improve the process of dynamically optimising investment portfolios with market data.

Neobank for landlords Hammock raises £1 million funding

/startups

Neobank for landlords Hammock raises £1 million funding

Hammock, a new neobank built specifically for landlords, has raised £1 million in seed investment from Fuel Ventures and Ascension Ventures, ahead of the planned launch of its current account in the coming weeks.

DBS: Central banks 'troubled and intrigued' by expansion in digital currency

/crypto

DBS: Central banks 'troubled and intrigued' by expansion in digital currency

DBS describes the growth of digital currency as both fascinating and daunting in a new research paper, 'Digital Currencies: Public and Private, Present and Future'.

Slovak crypto platform raises €1m

/crypto

Slovak crypto platform raises €1m

AltFINS, a Slovakia-based trading platform for digital assets has announced the completion of a funding round in which it raised over €1m.

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