Company updates

Search
clear
clear
Reset all filters

Latest Results from /wealth

/wealth

EToro introduces recurring investments feature

Trading and investing platform eToro has enhanced its long-term investing offering for users in the UK, Europe and the UAE by enabling recurring investments.

/wealth

Pimfa, UK Finance and KPMG push growth agenda for private banking and wealth management

A new report from PIMFA, UK Finance and KPMG UK has revealed opportunities for how the government can further support the UK’s Private Banking and Wealth Management (PBWM) sector in helping to deliver growth, provided four key barriers can be addressed.

/wealth

Seccl receives further investment from Octopus; commences search for new CEO

Seccl, the embedded investment platform, is preparing for dramatic expansion on the back of further investment from Octopus in a reshaped management team.

/wealth

Etops acquires financial planning software provider Finanzportal24

With the acquisition of Finanzportal24, Etops strengthens its position in the market for digital wealth advisory and will offer financial service providers — including independent financial advisors, intermediaries, as well as banks and insurance companies — an even broader range of integrated client advisory solutions.

/wealth

FNZ welcomes Cornelia Coman as group head of Europe and Tom Chard as head of growth

FNZ, the leading global wealth management platform, has announced two executive committee appointments as part of its continued investment in sustainable growth and long-term client success.

/wealth

Myne chooses Fintech Galaxy for open banking payments

Myne, a leading personal finance management (PFM) platform, has selected Fintech Galaxy, a regional leader in Open Banking and financial innovation, to power its Open Banking data and payments capabilities in the GCC region.

/wealth

Saturn acquires Ateb Suitability

Saturn, the AI and data partner to more than 350 advice firms has made its first acquisition having purchased Ateb Suitability from Thistle Group.

/wealth

Avenir releases ChatGPT for wealth management firms

Avenir, has unveiled a purpose-built AI chat assistant specifically designed for wealth management firms, delivering institutional-grade capabilities comparable to those used by global investment banks like JP Morgan, but customised for advisers, paraplanners, and administrative teams.

/wealth

Alfa launches project accelerator for European asset finance

Alfa, provider of the Alfa Systems software platform, has announced a new preconfigured SaaS offering for European asset finance companies.

/wealth

Moneybox appoints Melissa Birge independent non-exec director

Moneybox, the award-winning wealth management platform, is pleased to announce the appointment of Melissa Birge as an Independent Non-Executive Director to its Board.

/wealth

Vietnamese securities firm Kafi now live with Horizon Trading Solutions

Horizon Trading Solutions, a global leader in electronic trading solutions and algorithmic technology for capital markets, announces that Kafi Securities Corporation, a leading financial services company in Vietnam, is now live on Horizon’s trading platform.

/wealth

Wealthsimple taps Eventus for compliance

Eventus, a leading provider of comprehensive, at-scale trade surveillance and financial risk solutions, announced that Wealthsimple is among its newest clients deploying the firm’s Validus platform for trade surveillance across asset classes.

Welcome to Finextra. We use cookies to help us to deliver our services. You may change your preferences at our Cookie Centre.

Please read our Privacy Policy.

Accept