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ICapital to acquire Simon Markets

iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and SIMON Markets, the award-winning fintech company offering a digital platform designed to help financial advisors understand and manage structured investments, annuities, and other risk-managed products, today announced they have entered into a definitive agreement under which iCapital will acquire SIMON.

/wealth

Fideuram-ISPB to advance digital wealth management with Alpian

Alpian SA (“Alpian”) and Fideuram – Intesa Sanpaolo Private Banking (“Fideuram-ISPB”) are partnering to advance the digital wealth management offering for the clients of Fideuram-ISPB, leveraging Alpian’s knowledge in technology development and mobile-first user experience for digital wealth management services

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Asset tribe goes live with alternative investment platform

AssetTribe announces the launch of its digital platform, connecting investors to a broad and diverse range of alternative assets, opening up this interesting and important asset class especially during these turbulent times of high inflation and uncertain stock markets.

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Alpher taps WealthKernel to tackle £15bn gender investment gap

WealthKernel, the wealthtech provider of API investment services, today announces its partnership with Alpher, the female-first investment platform focused on closing the gender investment gap.

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Temenos introduce ESG Investing as-a-Service

Temenos (SIX: TEMN) today launched ESG Investing-as-a-service, helping banks and wealth managers meet the growing demand for sustainable investing.

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Mirabaud selects Temenos for new wealth management system

Temenos (SIX: TEMN), the cloud banking platform, today announced that Mirabaud, the Swiss private bank, has selected Temenos to move from a traditional on-premise system to a digital end-to-end wealth management platform on Temenos Banking Cloud.

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ABN Amro embeds ESG risk score in investment app

From today, ABN AMRO’s investment clients can see what impact they have made with their investments.

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Moneybox raises £6.25m in 72 hours on Crowdcube

After just 72 hours, award-winning digital wealth manager, Moneybox, has closed its second crowdfunding campaign. Over 3 days, more than 15,000 people invested over £6.25million in what is Crowdcube’s most popular crowdfunding campaign of the year so far.

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Steve Hoy joins Nucoro as head of partnerships

Leading wealthtech platform provider, Nucoro, has today announced the appointment of Steve Hoy as its Head of Partnerships, bringing with him over 30 years’ experience in financial services.

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CAIS and Advisor Group partner to provide alternative investment education

CAIS, the leading alternative investment platform for independent financial advisors, today announced its selection by Advisor Group to provide a platform solution for improved alternative investment access, education and transaction workflow. Advisor Group is the nation’s largest network of independent wealth management firms with over 10,100 financial advisors overseeing more than $515 billion in client assets.

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Scalable Capital expands digital wealth management service

Scalable Capital, a leading digital investment platform in Europe, is launching eight new investment strategies in its digital wealth management service. As of now, clients can choose from eleven different ETF-based investment approaches – including new strategies focusing on climate protection, value-investing and crypto. This means that investors can have their wealth managed in a way that is even more tailored to their preferences, starting from just 20 euros per month. The services remain as comprehensive as before: a continuously optimised selection of exchange-traded funds (ETFs) and other exchange-traded securities for cryptocurrencies (ETPs) and commodities (ETCs), with dedicated customer support as well as transparent and low costs. All investment strategies are also available to customers of ING with the exception of the cryptocurrency strategies.

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Kingswood appoints Christopher Calvocoressi as technology transformation lead

Kingswood Holdings Limited (AIM:KWG), the international, fully integrated wealth and investment management group, is today pleased to announce the appointment of Christopher Calvocoressi as Technology Transformation Lead.

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