Managers of Wealth Fintech

CircleBlack Partners with Robertson Stephens to Launch the Firm’s Wealth Management Digital Hub

Firm Develops Client Portal and Financial Data Aggregator for Rapidly Expanding $2 Billion Independent RIA

Tesla's Autopilot 'tricked' to operate without driver

They tested the Model Y on a closed track and concluded the system could be "easily tricked".

Checkout.com leads $110 million debt and equity round in Saudi BNPL startup Tamara

The $110M cash injection in both debt & equity will be used by the company to scale its team, open new countries in the GCC and fund the distribution of its BNPL product.

Estonian core banking fintech Bankish raises €1m

Through sessions in 2020 and March 2021, Bankish was able to attract professional, non-institutionalised investors, including 9 completely new shareholders.

RBC Tech for Nature announces new partnerships focused on tackling climate change

Rooted in the belief that the innovative use of data and technology can fundamentally transform and improve the world we live in

AllianceBernstein Executes Landmark Corporate Bond Trade Utilizing Broadridge's LTX® Trading Platform with Four Buyers on Same Block Trade

LTX's patented RFX digital trading protocol powers historic corporate bond trade initiated by AllianceBernstein to maximize liquidity, efficiency and execution

JP Morgan, Morningstar and Broadridge invest in Tifin

Its businesses develop fintech products that "help bridge the gap" between retail investors, financial advisors, and asset managers and focus on "proven science, investment management, software, and algo technology".

Refinitiv wealth management report – the race for digital differentiation – highlights the growing needs of self-directed and advisory clients

Advisory clients have higher expectations for fees paid and expect a premium experience; 20% are open to switching providers.

Thawani and BankDhofar team up to offer innovative fintech products

This first-of-its-kind partnership in Oman comes after Thawani Technologies acquired its payment solutions provider license from the Central Bank of Oman

Aegon Asset Management selects Clearwater SaaS

Clearwater’s solution will help Aegon AM streamline their data, investment accounting and reporting globally.

The evolution of static data management

Implementation of the automation strategy over the past year has seen a rapid and sustained decline of incidents of around 80% month on month within the static data area.

Being the best you can be – despite adversity

Jaime Bolívar, Managing Director at TechRules, says that keeping a focus on objectives has paid off

True Wealth Manages Half a Billion Swiss Francs of Client Assets

The fact that the response has been so positive confirms our mission to make investing as efficient and simple as it gets for everyone.

The best banks for engineers and technologists

As the chart shows, with the exception of Deutsche Bank and Goldman Sachs, technologists always give higher ratings than the rest.

The UK's Fintech Strategic Review Series: National Connectivity

In our final article on the Kalifa Review, we look at how the Government can better support connectivity amongst the top UK fintech clusters

Rishi Sunak announces UK Treasury and BofE fintech taskforce to explore CBDC

Under the new model, an operator of a payment system can hold funds in the omnibus account to fund their participants’ balances with central bank money.

World’s first digital Islamic bank launched

It aims to strengthen the group’s position as a leader in the field of digital technology, blockchain, and others.

Transact posts highest-ever quarterly inflows

Compared with our second quarter last year, our previous highest, gross inflows increased 27 per cent.

SS&C Eze Named Digital Acceleration Grant Approved Vendor by Monetary Authority of Singapore

35 million SGD of these funds were designated for strengthening the digitalization and operational efforts of these industries through the Digital Acceleration Grant

Google used ‘double-Irish’ to shift $75.4bn in profits out of Ireland

Company moved money in 2019, prior to it overhauling its global tax structure

Innovation & Startups