Tag : wealth management

Dah Sing Bank and Sun Life Join Forces in 15-Year Exclusive Bancassurance Partnership in Hong Kong
Banking News

Dah Sing Bank and Sun Life Join Forces in 15-Year Exclusive Bancassurance Partnership in Hong Kong

Fintech News Desk
by Fintech News Desk0
Dah Sing Bank, Limited and Sun Life Hong Kong Limited, a subsidiary of Sun Life Financial Inc., announced an exclusive 15-year bancassurance partnership in Hong Kong (“Bancassurance Partnership”). Under this Bancassurance Partnership, Sun Life will be the exclusive provider of life insurance solutions to Dah Sing Bank’s 570,000 retail banking customers......
90% of Finance Leaders Reveal Interest Rates Are No. 1 Driver of Banking Business Model Changes
Analytics Business Finance News

90 Percent of Finance Leaders Reveal Interest Rates Are No. 1 Driver of Banking Business Model Changes

Fintech News Desk
by Fintech News Desk0
Syntellis Performance Solutions, the leading provider of enterprise performance management software, data, and intelligence solutions,  published its seventh annual CFO Outlook for Financial Institutions revealing that 90% of finance professionals at banks, credit unions, and other financial services institutions anticipate interest rate changes will be the biggest driver of business model adjustments......
FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions
Investment Services News

FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions

Fintech News Desk
by Fintech News Desk0
Financial institutions, advisors and their clients will benefit from the combination of FNZ’s full service, end-to-end platform, and YieldX’s market leading fixed income portfolio management technology FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct......
Bank Nagelmackers Partners With Objectway to Implement Their New Private Client Offering
Banking News

Bank Nagelmackers Partners With Objectway to Implement Their New Private Client Offering

Fintech News Desk
by Fintech News Desk0
Focused on delivering premium private banking services, Nagelmackers provides clients with a digital native service and investment experience, building on Objectway Suite to underpin its digital transformation Bank Nagelmackers, one of the leading personal and private banks in Belgium, has selected Objectway, a Pan-European Wealth & Asset Management software and......
Reverence Capital Partners Selects CAIS for Efficient Access to the Independent Wealth Channel
Investment Services News

Reverence Capital Partners Selects CAIS for Efficient Access to the Independent Wealth Channel

Fintech News Desk
by Fintech News Desk0
Alts Demand Continues to Rise Amid Challenging Market CAIS, the leading alternative investment platform, announced that Reverence Capital Partners, a global investment firm focused on private equity and structured credit, will onboard select alternative investment strategies to the CAIS platform as it seeks to expand and diversify their shareholder base......
BMO Receives Regulatory Approval to Acquire Bank of the West
Banking News

BMO Receives Regulatory Approval to Acquire Bank of the West

Fintech News Desk
by Fintech News Desk0
BMO Financial Group, and its subsidiaries BMO Financial Corp. and BMO Harris Bank N.A., announced it has received all regulatory approvals required to complete its acquisition of Bank of the West from BNP Paribas. BMO anticipates the acquisition will close on February 1, 2023, subject to the satisfaction of customary......
Quilter Investors Extends Transfer Agent Relationship with SS&C
Fintech Funding News

Quilter Investors Extends Transfer Agent Relationship with SS&C

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, Inc.announced that Quilter Investors Limited, the fund management arm of Quilter Plc, has extended its long-term transfer agency relationship with SS&C Global Investor and Distribution Solutions (GIDS). Quilter Investors specialises in the creation and management of multi-asset investment portfolios. SS&C first started working with Quilter Investors in......
Republic Capital Group Serves TrustCore in Significant Ria Transaction With CAPTRUST
Investment Services News

Republic Capital Group Serves TrustCore in Significant RIA Transaction With CAPTRUST

Fintech News Desk
by Fintech News Desk0
Republic Capital Group, an investment banking firm specializing in the RIA, asset and wealth management, and securities-related industries, congratulates its client, TrustCore Financial Services, on its transaction with CAPTRUST Financial Advisors. Republic Capital Group served as TrustCore’s exclusive financial advisor in the transaction. TrustCore, the registered investment advisor (RIA), is based in Nashville,......
FactSet and Coin Metrics Collaborate to Deliver Digital Assets Data and Analytics
Cryptocurrency News

FactSet and Coin Metrics Collaborate to Deliver Digital Assets Data and Analytics

Fintech News Desk
by Fintech News Desk0
Financial Professionals Enabled to Actively Monitor and Comprehensively Analyze Cryptocurrency Intelligence across FactSet’s Enterprise Solutions FactSet, a global financial digital platform and enterprise solutions provider, announced its collaboration with Coin Metrics to integrate the company’s leading digital assets data across FactSet’s solutions. The integration of the crypto asset class empowers......
PNC Expands Its Environmental Finance Pledge to $30 Billion
Banking Finance News

PNC Expands Its Environmental Finance Pledge to $30 Billion

Fintech News Desk
by Fintech News Desk0
Focused on green buildings, renewable energy and clean transportation, commitment deepens the bank’s support of clients transitioning to a low-carbon economy The PNC Financial Services Group, Inc. announced the expansion of its environmental finance commitment to $30 billion. The bank initially announced in August 2021 a commitment of $20 billion over five years in......
1