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Latest Results from /wealth

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Bison Bank launches crypto subsidiary Bison Digital Assets

Bison Bank launches crypto subsidiary Bison Digital Assets, licensed by Banco de Portugal, the first virtual assets service provider in Portugal held by a bank.

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SimCorp extends relationship with BNP Paribas

The Securities Services business of BNP Paribas, a global multi-asset servicing specialist with EUR 10.8 trillion in assets under custody and EUR 2.3 trillion in assets under administration, has expanded its strategic partnership with SimCorp, a leading provider of SaaS investment management solutions, to offer insurance accounting and reporting solutions integrated with its custodian and banking services.

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Bondsmith becomes a principal member of Visa

Bondsmith, the UK’s leading provider of cash management and savings solutions to the wealth management industry, has become a principal member of Visa, a world leader in digital payments, to further its mission of improving the wealth management industry through embedded banking services.

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Empaxis and EXL forge wealth management pact

Empaxis, experts in middle- and back-office operations for wealth and asset managers, announced a partnership with EXL [NASDAQ: EXLS], a leading data analytics and digital operations and solutions company.

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Green Dot and Wealthfront extend partnership

Green Dot Corporation (NYSE: GDOT), a digital bank and fintech enabling powerful banking and payment solutions for businesses and consumers, and Wealthfront, an industry-leading automated wealth management provider serving the next generation of investors, have extended their partnership that provides seamless checking features and money movement for Wealthfront’s award-winning Cash Account.1

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Intech signs for SimCorp Investment Operations Service

Intech, a quantitative asset manager investing on behalf of pension funds, governments, endowments, and other institutional investors worldwide, has selected SimCorp as its partner for the implementation of SimCorp's state-of-the-art Investment Operations Service solution.

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STP Investment Services buys WealthSite

STP Investment Services (STP), a global, technology-enabled, end-to-end investment operations service provider, today announced it has acquired WealthSite, a firm that provides a fully integrated and highly customized accounting, portfolio management, reporting and analytics platform to single and multi-family offices, traditional wealth advisory firms and money managers serving ultra-high-net-worth (UNHW) clients.

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ICE and BNY Mellon | Pershing agree wealth management integration

Intercontinental Exchange, Inc., a leading global provider of data, technology and market infrastructure, and BNY Mellon | Pershing, a leading provider of clearing and custody solutions, announced today that the web-based version of the ICE Connect wealth management platform has been integrated into BNY Mellon | Pershing’s clearing and custody platform NetX360+®.

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Collective Equity launches equity pooling fund to liberate founders' wealth

An innovative British start-up, Collective Equity, has launched the UK’s first equity pooling fund to give liquidity to founders who have their entire wealth tied up in the businesses they create.

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Revolut adds Platinum and Palladium to commodities trading menu

Revolut, the global financial super-app with more than 25 million retail customers, announced today that Standard, Plus, Premium and Metal customers in the EEA, Switzerland and the UK can now access Platinum and Palladium exposure through the Revolut app.

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FCA sets out ideas to improve information provided to retail investors

The FCA is seeking views on how to ensure investors get clear, helpful information.

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Broadridge and IntraFi team on securities-based lending

Amid an increased demand for wealth lending generally and securities-based lending (SBL) specifically, global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE: BR) announced a partnership today with IntraFi to offer a streamlined securities-based lending service for banks, brokerage firms, and wealth management firms.