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Speciality brokerage Cache announces two new leadership hires

Cache, a pioneering fintech company offering specialized products for managing large, concentrated stock positions for individuals and their advisors, today announces the appointment of seasoned executives Aaron White, CFP® as Head of Investor Solutions and Shang Chou, CQF as Head of Institutional Solutions. These strategic hires assume critical leadership roles at a time when Cache’s modern exchange funds are rapidly gaining wider adoption among advisors and investors.

/wealth

HSBC's Mark Glover joins Ortec Finance as head of wealth management

Ortec Finance, a global leader in personal financial planning technology, is deepening its commitment to the UK market with the appointment of Mark Glover as Managing Director – Head of UK Wealth Management.

/wealth

Arta launches wealth management AI agents

Today Arta Finance, a global wealth platform, introduced Arta AI – a new way to engage with wealth, giving clients a suite of AI agents to analyze portfolios, explore investment ideas, and access financial insights on demand.

/wealth

Allfunds augments portfolio management tool with AI

Allfunds (AMS: ALLFG), the leading end-to-end WealthTech partner for the wealth and asset management industries with more than €1.5 trillion assets under administration across Mutual Funds, Alternative Assets and ETFs, today announces the launch of Nextportfolio 4, the latest version of its flagship portfolio management tool, strengthening Allfunds’ subscription business value proposition.

/wealth

Piches invited for lang cat AdviceTech Catwalk event

Following a barnstorming inaugural AdviceTech Catwalk event in June 2024, which saw Zerokey scoop the Best In Show bragging rights after fighting it out with four other fantastic early-stage tech firms, the lang cat is doing it all over again.

/wealth

French WealthTech firm RockFi raises €18 million

Less than a year after an initial fundraising round of €3 million, RockFi, the French fintech aiming to revolutionize private wealth management through its combination of seasoned advisors and cutting-edge technology, has announced a Series A funding round of €18 million, led by Partech, with renewed participation from Varsity and several business angels, including Arthur Waller and Félix Blossier, both co-founders of Pennylane.

/wealth

IA Engine welcomes seven new fintech firms to accelerator programme

The Investment Association’s (IA) FinTech hub and accelerator, IA Engine, has today announced the latest cohort of firms to join its Innovator and Advanced Access Programmes at its EmTech Global 2025 conference.

/wealth

EToro goes public on IPO filing

eToro Group Ltd (“eToro”) today announced that it has publicly filed a registration statement on Form F-1 with the U.S. Securities and Exchange Commission (“SEC”) relating to the proposed initial public offering of its Class A common shares.

/wealth

Users can now transfer their crypto to eToro

eToro, the trading and investing platform, announced today that users in the UK and Europe can now transfer cryptoassets held with other exchanges, brokers, or in other blockchain wallets to the eToro Crypto Wallet, where they can convert their holdings to cash, in order to trade and invest across multiple asset classes on eToro’s investment platform.

/wealth

Pimfa WealthTech and Morningstar invita applications for AI TechSprint

The rise of generative artificial intelligence (AI) presents immense opportunities for innovation and growth across the sector, but with this comes a myriad of challenges for financial advice, planning and wealth management firms in building, testing, and deploying reliable AI solutions.

/wealth

Upvest appoints former Investec & Starling exec as UK general manager

Upvest, Europe’s leading investment infrastructure provider, has announced the appointment of Starling Bank’s former Head of SME Banking, Symmie Swil, as UK General Manager, as the company embarks on an ambitious scale-up strategy across the region.

/wealth

Niiio finance group brand names swallowed by Etops

Switzerland-based Etops Group AG and Germany-based niiio finance group AG are both backed by private equity firm Pollen Street Capital.

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