Managers of Wealth Fintech

UK 'social bank' startup Kroo raises £17.7m

A tree-planting referral scheme has already been launched, so that every time a customer successfully refers a friend, Kroo plants 20 trees with the aim of creating a forest of a million trees.

DPL Financial Partners and SS&C Go Live With Insurance Marketplace for Advisors

Integration with the Black Diamond Wealth Platform provides advisors with commission-free insurance from top carriers directly from their desktops

BOJ Mints First Batch Of Jamaica’s Central Bank Digital Currency

BOJ Governor Richard Byles thanked Minister Clarke for his support as he recognized the work of BOJ’s CBDC project team, noting that the next step after this significant milestone is to ensure widespread access and acceptance by taking CBDC to the p

Sunsuper, Iress launch adviser data feed

"At Sunsuper, we know the value of advice and the role external advisers play in driving member outcomes, which is why we invested in working with Iress to activate data feeds."

FintechOS Adds Advanced Credit Facility to Core Banking

The release of Credit Facility Management is part of a FintechOS drive to provide comprehensive core banking capabilities in its Northstar platform.

JTC partners with start-up insiderlist.com to launch Fintech compliance solution

It also maximises protection for individuals and companies who may be liable for extensive sanctions if the correct procedures are not followed.

Client engagement and the delivery of digital advice in the Asian wealth management market

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Damien Piper, Regional Director for Asia, InvestCloud Private Banking & Wealth

Data transfers – where do we stand?

Debbie Heywood looks at the current picture on data transfers following publication of the new SCCs, the EU-UK adequacy decisions, and the EDPB recommendations on supplementary measures.

Top 3 FinTech Scaleups of the UK and Europe in 2021

A scaleup is a startup that has grown, that has changed scale. To move to this next stage, the startup must have succeeded in stabilizing its business model and industrializing its offer.

Bespoke Brokerage Firm Merryoaks Launches in London

The firm will provide growth-based property finance solutions to investors and developers across Britain

New “high potential” UK immigration category announced

This is nothing new but is to be welcomed to give workers the flexibility to change jobs, or set up their own businesses, the latter being something that has not been easy since the Entrepreneur category was abolished in 2019.

OFSI imposes monetary penalty on fintech company for breach of financial sanctions

TransferGo is a UK company which carries out payment transfers.

JPMorgan Launches In-House Bitcoin Fund for Private Bank Clients

The mega-bank has started pitching Private Bank clients on a passive bitcoin fund in partnership with NYDIG.

World Bank's IFC invests $10m in FintechOS to boost financial inclusion

IFC — a member of the World Bank Group — has invested $10 million in FintechOS, backing the European startup's low-code approach as a way to boost financial inclusion around the world.

Development of new European digital currency has begun

These digital euros will be housed in a virtual wallet with which the same transactions that are carried out with coins and banknotes can be carried out, but right now it is only a pilot project, nothing is yet in circulation.

InvestSuite’s StoryTeller solution wins “Most Engaging Digital WealthManagement Solution” in Wealth & Finance’s 2021 Fintech awards

Using a series of proprietary algorithms and narrative storytelling techniques, StoryTeller takes

Innovation & Startups