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Apex Fintech acquires Silver Management Group

Apex Fintech Solutions LLC (“Apex”), the “fintech for fintechs” powering innovation and the future of digital wealth management, which has previously announced a merger with Northern Star Investment Corp. II (“Northern Star”) (NYSE: NSTB), has acquired the Silver Management Group of Companies (“Silver”), a leading provider of business and technology solutions for the investment services industry.

/wealth

Oxford Risk ventures into Australian market

London headquartered global behavioural finance experts Oxford Risk, which works with some of the largest wealth management businesses in the world, has announced plans to focus on the Australian market as the sector undergoes radical reform.

/wealth

Synechron joins Green RWA network

Synechron, Inc., a leading digital consulting transformation firm focused exclusively on the financial services industry, today announced it has joined Green RWA, the acclaimed non-profit network dedicated to developing tools for financial institutions to manage the long-term risks associated with climate change.

/wealth

Canoe Intelligence appoints Vishal Saxena CTO

Canoe Intelligence (“Canoe”), a financial technology company redefining data management processes for alternative investors, wealth managers, asset servicers, and capital allocators, today announced the appointment of a new Chief Technology Officer, Vishal Saxena.

/wealth

Canoe Intelligence completes Series A extension

Canoe Intelligence (“Canoe”), a financial technology company redefining data management processes for alternative investors, wealth managers, asset servicers, and capital allocators, today announced the completion of an oversubscribed extension of its Series A financing led by Blackstone Innovations Investments and Carlyle, with participation from existing investor Hamilton Lane.

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LGT Vestra and Wealthify to offer low-fee digital investment service

Wealthify, the multi-award-winning online investment service, today announces its latest partnership with leading wealth management firm, LGT Vestra. The deal will enable advisers to offer a low-fee investment alternative to clients whose capital does not warrant its standard advice fees.

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Avaloq names John Wilson as UK managing director

Avaloq, a global leader in digital banking and wealth management solutions, today announces the appointment of John Wilson as its UK Managing Director.

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Haitong International implements Avaloq Wealth platform

Haitong International, one of China’s leading financial institutions in Hong Kong, has chosen the Avaloq Wealth platform, which offers a state-of-the-art client experience based on real-time intelligence, helping wealth managers to provide highly personalized investment advice.

/wealth

Sun Life signs with AWS

Today, Amazon Web Services, Inc. (AWS), an Amazon.com, Inc. company (NASDAQ: AMZN), announced that Sun Life (TSX: SLF) (NYSE: SLF) has selected AWS as its long-term strategic cloud technology provider to become a cloud-first organization, drive ongoing innovation, and develop new digital client experiences.

/wealth

Scalable Capital expands savings plan offering

Scalable Capital, a fast-growing online broker and Europe’s largest digital wealth manager, has comprehensively expanded its savings plan offering. Clients can now regularly save towards stocks, ETFs and cryptocurrencies starting at just 1 Euro savings rate – free of order fees. With this offer, the company is taking a big step towards becoming the leading digital investment platform.

/wealth

Moneyfarm reaches £1.6bn under management

Moneyfarm, the leading European digital wealth manager, has reported strong H1 2021 figures as the company continues to go from strength to strength.

/wealth

WealthKernel launches digital SIPP over API

WealthKernel, a wealthtech provider for digital investment services, today announces the launch of its new digital SIPP (self-invested pension plan) offering. The new functionality will enable WealthKernel’s clients to offer digital SIPPs to their customers, using WealthKernel’s new API product wrapper.

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