BlueCove signs up for Patronas compliance tech
The asset management firm is installing the OPUS system.
Investment, Asset & Fund Management
French asset manager Amundi fully acquires Anatec
Buying the 51% stake it didn’t own.
Objectway nabs asset management software firm Algorfin
As it aims to establish its dominance in Italy.
FNZ takes minority stake in Embark
FNZ and Embark also extend their tech partnership until 2028.
AXA teams up with Dreams for millennial savings
Coming from the Nordics and across Europe.
AccessPay gets £9m investment for wealthtech connections
As leading investor Beringea looks for investments in north of UK.
Accenture ups wealth game with Orbium acquisition
Orbium is Avaloq’s partner and system integrator.
BNY Mellon’s Pershing has wealthtech thing for Objectway
The bank’s wealth brand gets a front-end upgrade.
USAA customers to get $12m back for payment errors
Consumer Financial Protection Bureau also fines bank $3.5 million.
Top ten wealthtech stories in 2018
Witness the wonders of the wealthtech world for free!
Arrow Capital goes with Profile Software
It will use the Axia platform for wealth management.
Aiera bags $3.5m for AI-driven equity research
Welcome to the era of the artificially intelligent equity research analyst.
Lendtech Blend Network gets £10m funding
To grow its lending product and raise the UK firm’s profile.
Goldex raises over £1m in pre-Series A rush
As it develops its retail gold investment app launched in July.
NEO Global Capital invests in blockchain platform Ultrain
Decentralised computing platform plans to build cloud infrastructure.
Digital security firm Trustology gets $8m funding
ConsenSys’ cybersecurity baby is doing well.
Avaloq and Gazprombank go crypto for wealthtech
The bank will offer crypto-asset investments from mid-2019.
HSBC releases robo-advice and investment service
Only for customers with some money to invest.
French 14 find firm favour in R3 blockchain trial
Corporates complete regional CordaKYC trial with AFTE.
Calastone to launch blockchain-powered funds marketplace
Coming in May 2019 via its new distributed market infrastructure.
BCS Global Markets calls on Calypso Tech
For its ability to transact multiple assets.
Boys from the BlackRock launch investment firm Genuine Impact
London-based company powers up with investment intelligence platform.
Focus Solutions unleashes wealthtech portal and hub
Hub unveiled with BITA Risk and Investment Software Limited.
Focus Solutions releases financial advice software for FIs
“More than gamified fact-finding.”
Fintech Sharegain raises $5m and rolls out securities lending platform
It has raised a total of $12m so far.
Laureate turns to AlphaPoint for blockchain-based asset management tech
Laureate’s asset digitisation, investor portal, and secondary trading will rely on AlphaPoint’s technology.
Natixis signs up with Fenergo for client management
Fenergo CLM will be rolled out across Natixis’ Corporate and Investment Banking division globally.
Citizens Bank pioneers SigFig’s new wealthtech for financial advisors, CoPilot
SigFig unveils CoPilot, a digital wealth management platform for financial advisors.
Sustainable ETF assets soon to be commonplace among investors
Exchange-traded funds (ETFs) are estimated to be worth $400 billion in the next decade.
Mining ESG data: the rise of technology
The root of an informed valuation is the disclosure of relevant information.
Digital disruption is shaking up the worlds of watchmaking and finance
The Swiss watchmaking and finance industries will need to draw on their own heritage to respond to digital disruption.
UBS Wealth Management USA in wealthtech revamp with Broadridge
UBS Wealth Management USA to be “the anchor client” on Broadridge’s new wealthtech platform.
Hauck & Aufhäuser launches robo-advisor Zeedin
Zeedin was built together with digital banking tech vendor Crealogix.
Coronation first in South Africa live with SmartStream’s corporate actions tech
Coronation Fund Managers live with SmartStream’s TLM Corporate Actions OnDemand.
Goldman Sachs and Ayco in huge financial coaching deal with Google
Ayco will provide financial coaching to Google’s US-based employees.
Brickblock teams with solarisBank and JTC for blockchain real estate projects
Putting real estate investments on a blockchain.
FundGuard raises $4m funding to “revolutionise” investment funds tech
FundGuard, a cloud-based investment funds operating system powered by AI, has launched and raised $4m.
AXA to focus on fintech investment with fund restructure
AXA Investment Managers turns its £55m Framlington Financial fund into a fintech one.
Fidelity launches Fidelity Digital Assets for crypto tech
Bringing blockchain and crypto to institutional investors.
Clearmatics raises $12m to build new financial market infrastructure
Building P2P networks for trade finance.
