Managers of Wealth Fintech

Partners Group Introduces New Infrastructure Evergreen Fund in Canada

Partners Group has run private markets focused evergreens since 2001 and is now expanding to additional asset classes for its evergreen solutions.

SEI Expands SMA and UMA Solutions with Suite of Equity and Fixed Income Strategies

New SEI-Managed and Third-Party Investment Options Further Bolster Flexibility for Advisors

Brown Advisory Selects SEI to Launch First ETF

SEI’s Turnkey Operational Platform and Comprehensive Suite of Services Provide Scale and Stability

FinTech Octane completes $326m asset-backed securitisation

The ABS transaction announcement follows several milestones for the company.

SEI Launches Liquid Alternative Fund in Canada

Evolution of Asset Allocation Strategy Reflects Commitment to Diversification

NovoPayment secures $20m from Morgan Stanley to boost FinTech innovations

The company plans to utilize the fresh capital to further enhance its innovative platform and expand its footprint in the embedded finance market.

Morgan Stanley Expansion Capital Makes $20 Million Investment in NovoPayment

Funding to help accelerate product and commercial growth and strengthen position in the banking and payment vertical SaaS market

Temenos announces new strategic plan and FY-28 targets

The company is building on a strong foundation of a large and growing market, long-term customer relationships, diverse and committed people, breadth of functionality and innovation.

Canadian FinTech leader Neo Financial announces massive fundraising effort

Neo Financial operates at the intersection of technology and finance, providing innovative financial products designed to offer Canadians viable alternatives to traditional banking.

Revolut reinforces business service

Revolut Business clients have already seen significant efficiency gains from the platform’s financial tools.

SEI Wins Top Honour at 2024 LSEG Lipper Fund Awards in Canada

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

Broadridge Launches New Collective Investment Trust Index Funds Powered by Northern Trust Investments, Inc.

In conjunction with Northern Trust, funds provide low expense ratios and no investment minimums for advisors and plans of all sizes

AXA Switzerland launches bancassurance solution

This innovative solution allows banks to directly protect their mortgage customers against key risks with a simple plug-and-play solution.

Scottish Widows launches new IP product through Iress’s The Exchange

The new IP product is in addition to Scottish Widows’ existing Term, Multi-Benefit and Mortgage Protection products on The Exchange.

Singapore to Boost Insurance Sector with AI, Workforce Development

Gan underscored the importance of building a skilled workforce to support these advancements.

Broadridge Launches New Digital Asset Information Platform to Help Financial Intermediaries Comply with Regulatory Guidelines

The Broadridge® ClearFi solution provides investors with user-friendly information on digital assets.

Alternative Investments