Managers of Wealth Fintech

DailyPay secures $260 million in fresh capital

DailyPay first announced a $300 million revolving credit facility from Barclays in March 2022.

Preliminary information on the 2022/2023 half-year statement: CREALOGIX achieves turnaround with positive operating result

At the same time, as announced, the platform for the development banks was successfully completed in the first half of the year.

Jacobi partners with Principal Asset Management to digitise FinTech-enabled portfolio offerings

With a strong focus on digital transformation, Principal® is empowering advisors with analytics and tools enabling them to better serve their end clients.

Dynamic Planner and Quilter ink long-term tech deal

Dynamic Planner already works closely with Quilter Investors, Quilter Cheviot and the customer proposition team.

BNY Mellon | Pershing adds real-time payments to NetXInvestor platform

BNY Mellon has been at the forefront of innovating in the digital payments space, including launching the first-of-its-kind real-time electronic billing and payment solution.

Tech billionaire Richard White buys KYC outfit Kyckr

White, the founder of logistics giant WiseTech, has bought 100% of Kyckr through his personal investment vehicle RealWise.

Apex Group acquires PFS-Paxus

PFS-PAXUS is used by more than 4,000 individual users at over 100 clients managing over $1 trillion of assets under management.

Tradeteq Expansion Seeks To Simplify Trading of Private Debt Between Banks and Investors

Recognising the market’s needs, Tradeteq’s primary issuance platform is now available for additional forms of private debt.

Tradeteq expands into private debt to ease trading for banks and investors

Since 2016, Tradeteq claims to have helped banks tackle the $1.7 trillion trade finance gap by securitising and distributing their trade finance assets to investors.

MUFG invests $200m in Southeast Asia digital bank Akulaku

Akulaku has a presence in Indonesia, the Philippines, and Malaysia.

Assetz Capital exits retail peer-to-peer lending, to focus on institutional funding

Becoming the latest in a long line of P2P lenders to withdraw from the retail space.

Intech signs for SimCorp Investment Operations Service

As part of the agreement, the implementation of SimCorp's Snowflake-powered Data Warehouse and cloud-native Client Engagement Portal is also included.

Broadridge and Strate Connect to Streamline the Proxy Voting Lifecycle in South Africa

Strategic collaboration enhances proxy voting efficiency and supports higher levels of corporate governance

London Stock Exchange signs major ten-year deal with Microsoft

This could transformationally broaden the appeal of that product, with a potentially compelling alternative to Instant Bloomberg available for the first time.

Digital finance platform Tapline comes out of stealth with funding

Following a similar business model to US player Capchase, Tapline is promising to help firms navigate the current unstable economic environment without having to rely on venture funding.

FintechOS insurance revenue soars 300% YoY

Revenue growth driven by major customer wins and expansion into new markets

FAB Global Transaction Banking announces partnership with Komgo

By working together with Komgo, FAB is strengthening its offerings for our investment and corporate banking clients.

Moneyfarm acquires Profile Pensions and hits £3bn in assets

The digital wealth manager will reach 115,000 customers in the latest step in its “incredible journey” when the deal goes through next year.

Temenos Expands Agreement with Mbanq to Accelerate Banking-as-a-Service in the US

Mbanq partnership establishes Temenos as the banking platform of choice for BaaS for all market participants, from e-Commerce brands to BaaS providers and Banks

Temasek to open third European office in Paris

These opportunities are aligned to the four structural trends - digitisation, sustainable living, future of consumption and longer lifespans - that guide our investment focus.

Alternative Investments