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Latest Results from /wealth

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Mintos expands its reach to France and the Netherlands

Following its successful entrance in Germany, Italy and Spain, Mintos, the multi-asset platform offering a unique mix of alternative and traditional investment options, continues its European rollout by making its official debut in the French and Dutch investment markets.

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Next-gen fintech consultancy Finkr opens for business

Today marks the official launch of Finkr, a next-generation consultancy dedicated to reshaping the fintech landscape through visionary strategy and cutting-edge technology.

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Australia's HeirWealth turns on open banking

HeirWealth, a Sydney-based wealthtech that is on a mission to help high net worth families have better intergenerational conversations about money, has turned on open banking data sharing technology powered by global financial aggregator Envestnet | Yodlee.

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Tifin appoints Brooke Juniper as CEO of its investment assistant Sage

TIFIN, a leading AI and innovation platform for wealth, announces the appointment of Brooke Juniper as the Chief Executive Officer of Sage, its AI-driven investment platform that acts as a personalized CIO, helping advisors through quick ideation and actionability for each client and prospect portfolio.

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Hoxton rolls out wealth app

Independent Financial Advisory, Hoxton Capital Management, which has $1.2bn assets under management is to offer anyone free, real-time access to their entire net worth on their mobile phone wherever they are in the world.

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United Fintech shuffles management

Following investments by BNP Paribas and Citi, United Fintech names Troels O. Lindblad as CFO and Rasmus Bagger as CCO while Marc Levin advances to CEO of Athena Systems in a strategic management reshuffle to adopt even more customer-centric ways of working, says United Fintech CEO Christian Frahm.

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WealthKernel hires former Brewin Dolphin exec Matt Collis as head of wealth solutions

WealthKernel, a leading provider of digital investment infrastructure, today announces the appointment of Matt Collis as the Head of Wealth Solutions.

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Philippines’ Metrobank selects Temenos for wealth management ops

Temenos (SIX: TEMN) today announced that Metropolitan Bank & Trust Co. (Metrobank), one of the Philippines’ largest banks, has partnered with Temenos and Collaboration Betters the World (CBTW) to implement Temenos Wealth, strengthening the bank’s dominant position in the highly competitive wealth management industry.

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GSB hires Michelle Devine as UK director

Financial services group GSB Capital continues the expansion of its global wealth and advisory business with the hiring of Michelle Devine.

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WealthOS targets Sipp providers

WealthOS, the cloud-native operating system for digital wealth management products, has launched its new solution for providers of Self-Invested Personal Pension accounts (SIPPs) in the U.K.

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Argentem Creek Partners and Emerge9 forge WealthTech joint venture

U.S. investment firm Argentem Creek Partners (“ACP”) an emerging markets specialist investment firm, partners with Emerge9 Inc. (“Emerge9”) to launch a strategic joint venture focused on connecting non-institutional investors to General Partner (GP)-led private equity (PE) investments.

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CGS International rolls out Broadridge platform

To elevate its securities finance offering, CGS International Securities Pte. Ltd. (CGS International), a leading integrated financial services provider in Asia, has implemented global Fintech leader Broadridge Financial Solutions, Inc.‘s (NYSE:BR), Securities Finance and Collateral Management (SFCM) platform.