Banking Technology July/August 2019 issue out now
Drawing the curtains on a bright tomorrow.
Wealth Management
BTG Pactual and Dalma Capital adopt Tezos for STOs
The Latin American investment bank launched ReitBZ STO earlier this year.
Covenant Capital signs up on Profidata’s e-AMIS
The wealth manager will be able to follow better independent tailored advice.
Broadridge takes over Northern Trust’s PE DLT platform
The move is viewed as a step towards an industry-wide PE blockchain solution.
Symphony goes global to the tune of $165m funding
Standard Chartered, MUFG and other existing investors participated in the round.
Digital investing service Wealthsimple raises $100m
Allianz X led the investment round.
ION Investment Group acquires majority stake in Acuris
BC Partners and Acuris management retain minority ownership.
Asset management firm AllianceBernstein picks OpenFin for new OS
A new desktop technology infrastructure, allowing integration and interoperability.
Liquidnet acquires RSRCHXchange for investment data insights
RSRCHXchange digitises content and provides a centralised hub for research access.
Top fintech stories this week – 3 May 2019
May issue is out!
Broadridge acquires Rockall for securities lending
Financial details were not disclosed.
AI and ML empower advisors by predicting their clients’ economic behaviour
The advisor’s role goes beyond managing money; it has shifted to managing lives.
Webinar: Collaboration is key to digital banking
Sign up to hear from our leading panel of financial and technology companies!
A five-year crypto plan: here’s what we can expect
Fintechs must stop squabbling with the regulators for real progress to be made.
TradeIt to be acquired by TradingView
The company will leverage TradeIt’s technology to bring mobile trading.
Case study: Information Builders and Millennium BCP
See how the largest private bank in Portugal, Millenium BCP enhanced decision-making capabilities
Broadway Technology acquires Barracuda FX for wealthtech push
Broadway will retain the full Barracuda FX team, operating as an independent company.
Ellevest raises $33m from high profile female investors
Investors include Melinda Gates’ Pivotal Ventures.
Canada Life moves to UK with Temenos’ tech support
The Multifonds Global Accounting platform will consolidate investment assets.
Wealth managers can adapt to digital assets and thrive
There are 2,000+ digital assets worth over $200bn, and a wide variety of digital investments on offer.
Envestnet | Yodlee to acquire PIEtech for $500m
This would be the tenth acquisition for the Chicago-based company.
CC&L chooses SimCorp to deliver integrated client communications
One of Canada’s largest firms in the sector, Connor, Clark and Lunn Financial Group manages over $55 billion in assets.
Edison Partners lights up $62m funding for YieldStreet
US digital wealth management platform gets delicious dollars.
Succeeding with advanced analytics: The accelerator for asset management
Get deeper insights and visibility into your assets via the expertise of Information Builders.
A win-win despite the trade war: why small-time foreign investors and US markets need each other
While the trade war looks set to escalate, it seems there may be a silver lining for the US economy.
Allianz X boosts fund size to €1bn for insurtech action
Looking for digital firms in insurance and asset management space.
Interview: Scott Cooper, CybiWealth – investing big for small pockets
Clever investment management, frustrations, and taking care of choices.
Morgan Stanley stocks up with $900m Solium acquisition
Wealthtech move marks its biggest deal since the financial crisis.
Analysis: openfunds − raise the standard
It’s surprising how haphazardly much of the data in investment funds is distributed.
Personal Capital gets $50m in personal capital
Digital wealth management company is in a happy Silicon Valley.
Pagaya shows off its AI-powered $100m ABS
Asset-backed securities looking toned and honed.
Video: Banking Technology Awards 2018 highlights
Check out the highlights of our glamorous event which took place on 13 December 2018 in London.
Plaid buys fintech rival Quovo for $200m
Bank account connectivity firm finds something similar in the US.
Top ten wealthtech stories in 2018
Witness the wonders of the wealthtech world for free!
Aiera bags $3.5m for AI-driven equity research
Welcome to the era of the artificially intelligent equity research analyst.
Banking Technology Awards 2018: and the winners are…
The Banking Technology Awards 2018 winners announced!
Morgan Stanley says yes to Yext for finance advice
Bank has digital brain wave for its financial advisors.
Motive Partners takes majority stake in Finantix
Private equity firm gets hold of digital services provider.
BlackRock to acquire equity stake in Envestnet
BlackRock gets 4.9% equity stake in a stock transaction totaling $123 million.
Morgan Stanley’s $15m funding FX ups Integral
Foreign exchange tech provider looking for more banking and broker action.
