Company updates

Search
clear
clear
Reset all filters

Latest Results from /wealth

/wealth

Standard Chartered partners with L1 Advisors for new era of digital asset management

Standard Custody & Trust Company, a NYDFS chartered company providing institutional-grade custody, escrow, and settlement services for digital assets, announced a groundbreaking partnership with L1 Advisors, a pioneering onchain wealth management platform for financial advisors and their clients.

/wealth

Fiona Pollard appointed chair of Monument Bank

The Board of Monument Bank is pleased to confirm that regulatory approval has been confirmed for the appointment of Mrs Fiona Pollard as the successor to Mr Niall Booker as Chair of Monument Bank.

/wealth

InvestEngine switches on variable recurring payments with TrueLayer

Exchange-traded funds (ETF) investment platform, InvestEngine, and leading open banking payments network, TrueLayer, have today announced a new partnership to utilise variable recurring payments (VRPs) in ETF investing.

/wealth

Wahed launches a digitised endowment feature to tackle the cost of living crisis in the UK

Wahed, the leading Islamic digital investment platform, is delighted to announce a strategic partnership with iWaqf, a UK registered Charity to launch a dedicated Waqf (Islamic endowment) feature.

/wealth

The Family Offfice opens fintech lab

The Family Office, the leading wealth manager in the GCC, is delighted to announce the launch of its new Fintech Lab at its Bahrain headquarters, further solidifying the company’s commitment to delivering unmatched digital investment products and experiences for its clients.

/wealth

GBST acquires Advice Intelligence

GBST, a leading global provider of cloud-based SaaS wealth management technology, has announced the acquisition of Advice Intelligence, an award-winning cloud-based end-to-end financial planning software solution.

/wealth

Broadridge appoints Karin Yorfido president, Canada

To meet the continued growth of the Canadian market, global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR) is pleased to announce the appointment of Karin Yorfido as President of Broadridge Canada.

/wealth

Worldsource selects Broadridge for digital marketing

Worldsource Wealth Management and IDC Worldsource Insurance Network Inc. are pleased to announce they have partnered with global Fintech leader, Broadridge Financial Solutions Inc. (NYSE: BR), to help their advisors provide relevant, timely communications to their clients using Broadridge’s automated digital marketing platform AdvisorStream.

/wealth

Nomura opens international wealth office in Dubai

Nomura today announced the expansion of its International Wealth Management business with new premises in Dubai International Financial Centre (DIFC), the leading global financial hub in the Middle East, Africa and South Asia (MEASA).

/wealth

Nordea to acquire Danske Bank consumer and private banking business in Norway

Nordea has entered into an agreement with Danske Bank (Danske) to acquire its Norwegian personal customer and private banking business and associated asset management portfolios.

/wealth

FCA to revamp social media guidance

The Financial Conduct Authority (FCA) plans to take another significant step in its work to combat illegal and non-compliant financial promotions.

/wealth

Moneyhub partners wealth management player Voyant

Moneyhub, the market-leading data platform built on the principles of Open Finance, has announced a partnership that will see financial planning and wealth management solution provider, Voyant, use Moneyhub’s Open Banking and Open Finance APIs throughout its adviser systems.

Welcome to Finextra. We use cookies to help us to deliver our services. You may change your preferences at our Cookie Centre.

Please read our Privacy Policy.

Accept