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Latest Results from /wealth

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Bovill appoints Matt Browne as head of wealth practice

Matt Browne joins financial regulation consultancy Bovill as head of its Wealth Practice.

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St. James's Place adopts Napier screening tech

Napier, provider of advanced financial crime compliance solutions, has partnered with one of UK’s top wealth management and financial planning specialists, St. James’s Place.

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Objectway names Hassan Suffyan MD, UK region

Objectway, a global top 100 banking, wealth & asset management software provider, has announced the appointment of Hassan Suffyan as Managing Director of Objectway for the UK region.

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Patronas Financial Systems and Temenos Multifonds team up

Temenos (SIX: TEMN) today announces the collaboration between Temenos Multifonds and PATRONAS Financial Systems, a leading provider of advanced software for the European investment industry.

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Allvue names Dan Streetman CEO

Allvue Systems (“Allvue”), a leading alternative investment technology solutions provider, today announced Dan Streetman has joined as Chief Executive Officer.

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Linedata updates Navquest fund monitoring tech

Linedata (Euronext Paris: LIN), a global provider of asset management and credit technology, data and services, today announced the launch of an optimised version of its Linedata Navquest fund monitoring solution.

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Digital wealth manager FinaMaze launches US rates product

Against the backdrop of the recent rising inflation and interest rate hikes as confirmed by the US Federal Reserve, ADGM-based innovative digital wealth manager, FinaMaze, has introduced its latest product, US Rates Protect Smartfolio, available for all investors.

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Franklin Templeton partners with digital brokerage Futu Securities for fund launch

Futu Securities International (Hong Kong) Limited (Futu), a leading tech-driven digital brokerage and wealth management platform, together with global asset manager Franklin Templeton, will launch three risk-based model portfolios, engineered by the Franklin Templeton Investment Solutions group, with various risk levels to fulfill clients’ investment needs and risk appetites.

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Calastone opens Singapore office

Calastone, the largest global funds network, announces the opening of their regional headquarters in Singapore, underpinning their aggressive growth strategy to expand product offerings and footprint across the Asia-Pacific (APAC) region.

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InvestCloud upgrades NaviPlan platform

InvestCloud, the global leader in digital transformation for the financial industry, today announces 80 new features to its digital planning tool NaviPlan, to further support the most complex needs of high-net-worth individuals (HNWIs)

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NeoXam makes leadership changes

NeoXam, a leading financial software company, has announced a senior leadership promotion, with Florent Fabre stepping into the position of Group Managing Director.

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Truist launches robo-advisor

Truist Wealth has expanded its digital investment offerings with Truist Invest, a robo advisor, and Truist Invest Pro, a hybrid investing solution that combines automated investing with access to a team of financial advisors.