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Openfunds Association appoints new chairman

Jose Carlos Oviedo, Global Head of TA Network, Market Data & Automation at Allfunds, the world’s largest fund distribution network, has been appointed Chairman of openfunds.

/wealth

Revo Digital welcomes venture capital finance

Revo Digital Family Office (“Revo”, the “firm”), Asia’s first digital family office and a member of Raffles Family Office, is pleased to announce that the firm has welcomed UOB Venture Management (“UOBVM”), Signum Capital (“Signum”), Gate.io Exchange and a Korean single family office as investors (the “investment”).

/wealth

Wealth management tech firm FusionIQ expands into Canada

FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, today announced its expansion into the Canadian market.

/wealth

Swiss fintech yeekatee lands CHF 550K funding round

Swiss fintech yeekatee announces an additional CHF 550k funding milestone, backed by FiveT Fintech and existing investor Ronald Strässler, a successful entrepreneur from the fintech industry.

/wealth

Nucleus Financial acquires Curtis Bank

Nucleus Financial Platforms (Nucleus), one of the UK’s leading independent adviser platforms, is pleased to announce that its acquisition of the Curtis Banks Group (Curtis Banks) has received all necessary regulatory approvals.

/wealth

Plum integrates with Upvest API for European expansions

Berlin-based fintech Upvest is set to provide Plum, the smart money app, with its investment API, enabling Plum to expand its range of investment opportunities to EU customers.

/wealth

Wealth Wizards signs up to Fintech Pledge

Wealth Wizards, a leading contributor to the UK Fintech industry, remains steadfast in its dedication to improving the financial well-being of the UK by joining The Fintech Pledge 2025.

/wealth

IA opens applications for fintech accelerator programme

The Investment Association (IA) today opens applications for its annual Engine Innovator Programme, an accelerator programme launched in 2018.

/wealth

Alpian CEO steps down

The Board of Directors of Alpian announces today that the Chief Executive Officer (CEO), Schuyler Weiss, has resigned in order to embark on a new journey in public service in the United States.

/wealth

Moneyfarm unveils Liquidity+ portfolio for investing in money markets

Moneyfarm, the digital wealth manager, is pleased to announce the launch of Liquidity+, a unique portfolio of money market funds managed by top global asset managers.

/wealth

Charles River wins Thai pension fund mandate

Charles River® Development, a State Street company, announced that Thailand’s Government Pension Fund (GPF), one of Thailand’s largest pension funds with more than 1.2 million members, has selected the Charles River Investment Management Solution (Charles River IMS) to modernise their front office operations and manage their domestic and international equity, fixed income and multi-asset portfolios.

/wealth

Moneysoft turns on open banking for Australian financial advisers and superannuation funds

In a win for the Australian financial advice industry, Sydney-based financial software company Moneysoft has turned on open banking data feeds for its industry-leading client engagement software that is used by more than 250 financial advisers, mortgage brokers and money coaches across Australia.

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