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Bison Bank issues virtual Visa card

Bison Bank, the European private and investment bank based in Lisbon dedicated to providing a range of wealth management services, today announced the launch of a debit card in partnership with Visa, a global leader in digital payments, developed in collaboration with Spain´s fintech Pecunpay, a company that offers several payment methods solutions.

/wealth

Tifin and RBc Wealth Managmeent expand partnership

Tifin, a leading AI and innovation platform for wealth, announces a new phase of collaboration between TIFIN AG and RBC Wealth Management-U.S.

/wealth

Tokenbridge appoints Clara Pensions co-founder as chair of Emea advisory board

Tokenbridge, a token aggregator and distribution platform streamlining the wealth and fund management ecosystem, today announces the appointment of Kim Toker as the Chair of the firm's EMEA Advisory Board.

/wealth

Vencora acquires Crealogix

VENCORA UK LIMITED (“Vencora”) today announced the settlement of its public tender offer (“Offer”) for all publicly held registered shares of CREALOGIX Holding AG (“CREALOGIX”) with a nominal value of CHF 8.00 each. The Offer was completed successfully on February 22, 2024.

/wealth

Ex-HSBC wealth manager launches conversational AI agent

Alumni of HSBC and St James’ Place Wealth Management, today announced the launch of a multimodal privacy-focused AI Financial Agent, under their flagship product, Finley AI.

/wealth

Security Bank drives wealth management business with Avaloq

Makati-based Security Bank has entered a new partnership with Avaloq, a leading provider of wealth management technology and software.

/wealth

WealthOS wins contract with Quai Digital

WealthOS, the Barclays backed WealthTech has been selected by Quai Digital to become its new strategic technology partner.

/wealth

Revolut launches robo-advisor in Ireland

Revolut, the global financial super-app with more than 35 million customers globally, has launched its own Robo-Advisor service in Ireland. The new product allows customers to save time and automate investing tailored to their needs.

/wealth

Bybit announces strategic Partnership with SWFT Blockchain

Bybit, one of the world's top three crypto exchanges by volume, is excited to announce a strategic partnership with SWFT Blockchain, a trusted platform for cross-chain swap services. This collaboration significantly enhances Bybit Web3 Swap, unlocking an unparalleled network and liquidity for Bybit users.

/wealth

FCA requests data from financial advisors over ongoing services and consumer duty obligations

The FCA is today writing to a number of financial adviser firms requesting information about their delivery of ongoing services, for which their clients continue to be charged after advice has been given.

/wealth

iDenfy announces partnership with RaiseFX

iDenfy, a Lithuania-based RegTech company best known for its full-stack ID verification service, announced a new partnership with RaiseFX, a prominent player in the online CFD broker sector. This partnership will help RaiseFX create a user-friendly ID verification workflow, enabling users to access trading and investment opportunities in seconds.

/wealth

State Street expands its ETF portal

State Street Corporation today announced the expansion of its Fund Connect ETF portal via upgrades to its Application Programming Interface (API), now offering coverage to all clients globally including Europe and the APAC region. Fund Connect ETF APIs have been available in the U.S. and Canada for years and account for nearly half of North American order volumes.

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