Search Results for: wealth manager

Goldman Sachs and AWS Collaborate to Create New Data Management and Analytics Solutions for Financial Services Organizations
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Goldman Sachs and AWS Collaborate to Create New Data Management and Analytics Solutions for Financial Services Organizations

Fintech News Desk
Goldman Sachs Financial Cloud offering encompasses all the benefits of AWS’s public cloud, including industry-leading security, services, and proven global infrastructure coupled with 150 years of Goldman Sachs financial markets expertise Goldman Sachs (GS) announced the launch of Goldman Sachs Financial Cloud for Data with Amazon Web Services, Inc. (AWS),......
Luma Financial Technologies Appoints Arun Kumar as Chief Technology Officer
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Luma Financial Technologies Appoints Arun Kumar as Chief Technology Officer

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Industry veteran with two decades of experience developing high performance real-time systems and trading platforms to lead Luma’s worldwide engineering teams Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce that Arun Kumar has joined the firm as Chief......
Gopinath Natarajan Joins Bridgeweave to Head Solutions for the Asian Market
Fintech Investment Services News

Gopinath Natarajan Joins Bridgeweave to Head Solutions for the Asian Market

Fintech News Desk
Former Head of Products & Investments, Yes Securities to guide company’s continued expansion Bridgeweave, a London based fintech announced the addition of Gopinath Natarajan to its management team as Director, Solutions for Asia. Gopinath joins Bridgeweave following two years with Yes Securities, where he was responsible for Product & Investment......
Zoe Financial Announces Partnership With Betterment for Advisors
Finance News

Zoe Financial Announces Partnership With Betterment for Advisors

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Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a new partnership with Betterment for Advisors, a leading digital wealth management platform Zoe Financial announced today a new partnership with Betterment for Advisors, a leading digital-first wealth management platform for RIAs. The partnership will grant advisors......
Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)
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Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)

Fintech News Desk
Global fintech Personetics’ President of Americas Jody Bhagat says “basic personalized insights will be table stakes for financial institutions by end of 2023” Personalized insights and advice will transform wealth management and provide enormous value to customers, if the industry embraces a more personalized approach. Personalized advice is a key......
HSBC Asset Management Announces Changes to Its Mutual Fund Series
Banking Fintech News

HSBC Asset Management Announces Changes to Its Mutual Fund Series

Fintech News Desk
HSBC Global Asset Management (Canada) Limited, manager of the HSBC Mutual Funds, announced changes to its mutual funds. The changes include a new D series and capping of its Manager series to new investors. New D series units HSBC Global Asset Management (Canada) Limited has today announced the launch of......
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Confluence, Backed By Clearlake Capital And TA Associates, To Acquire Investment Metrics For $500M

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Acquisition of leading provider of investment data, performance, analytics, and research software solutions expands Confluence’s reach in the investment management industry Confluence Technologies, Inc. , a global technology solutions provider helping the investment management industry solve complex investment data challenges, announced that it has agreed to acquire Investment Metrics for US$500......
iCapital-Network®-Broadens-Accredited-Investor-Access-to-Private-Investments-with-a-Robust-Menu-of-Fund-Offerings
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iCapital Network Broadens Accredited Investor Access to Private Investments with a Robust Menu of Fund Offerings

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iCapital poised to support the 80% of advisors likely to increase client allocations to private markets iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced that it has launched the AMG Pantheon Fund, LLC, BlackRock Private Investments Fund, Carlyle......
Kakao Pay Takes a Quantum Leap Through the IPO to Become the Nationwide One-stop Platform for All Digital Financial Services
Digital Payments Fintech News

Kakao Pay Takes a Quantum Leap Through the IPO to Become the Nationwide One-stop Platform for All Digital Financial Services

Fintech News Desk
Kakao Pay plans to empower users by placing diverse financial services at their fingertips The company showed strong growth in the numbers of the user base, partnerships with financial institutions, total transaction volume, and revenue The IPO proceeds will be used in the capital expansion of the subsidiaries, reinforcement of the......
Quay Global Investors Live With INDATA Architect AI OMS
Investments News

Quay Global Investors Live With INDATA Architect AI OMS

Fintech News Desk
Australian Fund Manager Utilizes Architect AI to Automate Portfolio Management, Compliance and Trading Functions INDATA, a leading industry provider of software, technology and managed services for buy-side firms,  announced that Quay Global Investors is live with INDATA’s Architect AI OMS and Portfolio Management solution. Quay is a multi-award-winning boutique asset manager......
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