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BNY Mellon to buy Milestone

The Bank of New York Mellon Corporation (“BNY Mellon”) today announced it has entered into a definitive agreement to acquire Milestone Group (“Milestone”), a leading provider of fund management technology.

/wealth

Broadridge names Keir Gumbs chief legal officer

Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced that Keir Gumbs has been appointed Chief Legal Officer, effective July 27, 2021.

/wealth

Marketware and AlphaTrAI partner for digital transformation service

Marketware International, a global enterprise offering customized retail product and solutions for financial institutions, and AlphaTrAI, an asset management firm that delivers alpha through transformative artificial intelligence, today announced a strategic partnership designed to help financial organizations fast-track their digital transformation in the areas of investment and asset allocations.

/wealth

Ikigai adds Apple Pay

ikigai, the first UK app to bring together everyday banking and wealth management, today brings its customers Apple Pay, a safer, more secure and private way to pay that helps customers avoid handing their payment card to someone else, touching physical buttons or exchanging cash — and uses the power of iPhone to protect every transaction.

/wealth

Austrian unicorn Bitpanda recruits ex-Revolut exec

Bitpanda, the European digital investment platform and Austria's first unicorn, has named Irina Nicoleta Scarlat as its first Chief Growth Officer (CGO), effective immediately.

/wealth

Credit Suisse opens interfaces to private clients

Credit Suisse opens up its interfaces to private clients and now offers payment transactions via the ePost app

/wealth

Singapore wealthtech Endowus secures investment from UBS, Samsung and Singtel

Endowus.com, one of Singapore’s leading MAS-licensed digital wealth platforms, announced today that it has received investments from strategic partners UBS AG, Samsung Ventures and Singtel Innov8, along with their Series A investors— Lightspeed Venture Partners and SoftBank Ventures Asia.

/wealth

Sound Income Strategies implements RedBlack

Sound Income Strategies, a registered investment advisory (RIA) firm with more than $1.4 billion in assets under management (AUM), has implemented RedBlack, an intelliflo solution, which is a leading wealth management industry provider of rebalancing and trading software.

/wealth

Robo-advisor FinaMaze debuts crypto investments

FinaMaze, the MENA Digital Wealth Manager, launches two new Opportunistic investment themes: Cryptocurrency and “Inflation Protection”.

/wealth

SEI wins five-year contract extension with Netwealth Investments

SEI (NASDAQ:SEIC) announced today it has extended its contract with UK wealth manager Netwealth Investments Limited (Netwealth) for a further five years.

/wealth

Stripe selected as primary payments provider by Hargreaves Lansdown

Stripe, a global technology company which provides economic infrastructure for the internet, is today announcing that it has been selected by Hargreaves Lansdown, the UK’s leading digital wealth management platform, to be their primary payments partner.

/wealth

Just Wealth deploys Openwork-developed CRM system

Financial Advice firm, Just Wealth has implemented a state-of-the-art customer relationship management (CRM) system, ConcertHub, to support wealth advisers to deliver exceptional service to clients.

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