Latest Wealth management News: Finextra Research

Credit Suisse unveils operational restructuring

Swiss bank Credit Suisse has announced a "series of structural improvements" which will see it combine several divisions in search of operational efficiencies.

30 July 2020

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Moody’s VP: Bring alternative data to the mainstream for greater ESG transparency

The senior vice president of ESG engagement at Moody’s believes the key to driving demand for ESG investments lies in alternative data, of the like used by hedge funds managers and venture capitalists and not generally available in traditional data sets, such as financial statements.

30 July 2020

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eToro makes acquisition ahead of debit card launch

Online investment platform eToro has furthered its preparations for the launch of its first debit card by acquiring UK-based e-money platform Marq Millions.

29 July 2020

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Digital wealth management firm StashAway raises $16 million

StashAway, a digital wealth management startup hailing from Singapore, has completed a $16 million Series C fundraising round

27 July 2020

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Scalable Capital raises €50 million

Fresh from a new installation at Barclays Bank, digital wealth management platform Scalable Capital has raised €50 million in a Series D Financing round.

22 July 2020

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ESG standards: No silver platter of harmonised data

A desire for standardisation of ESG data may be folly, according to Bruno Bertocci, head of sustainable equities at UBS Wealth Management.

20 July 2020

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Moneybox raises £30m

British savings and investment app Moneybox has raised £30 million in a Series C funding round led by Eight Roads and CNP and joined by Breega.

17 July 2020

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Barclays to launch digital wealth management service

Barclays bank is introducing a hybrid digital wealth management service for current account customers with a minimum of £5000 to invest.

14 July 2020

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Hang Seng offers mutual funds in-app to novice investors

Hong Kong's Hang Seng Bank is looking to entice novice investors with an in-app fund investment service offering a minimum investment amount of just HK$1.

08 July 2020

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Nomura rolls out account aggregation asset management app

Nomura is rolling out a new account aggregation app for consumers to track their assets at different financial institutions and build a smarter investment portfolio.

02 July 2020

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Barclays drives impact investing through digital marketplace

In the wake of Finextra Research’s SustainableFinanceLive event, Richard Peers of ResponsibleRisk spoke with Damian Payiatakis, head of impact investing at Barclays and David Newman, co-founder of software fintech Delio, to dissect their new impact investing platform, Impact Agora.

30 June 2020

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PictureWealth scores $12 million seed funding; acquires NFS

Australian wealthtech startup PictureWealth has secured $12 million in seed funding and acquired Perth-based financial planning tool NEO Financial Solutions for an undisclosed sum.

26 June 2020

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