Articles with tag: wealth management

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Norwegian Block Exchange (NBX) secures private investment from Pareto Securities

News | Cryptocurrencies | 11 Jan 2021

Norwegian Block Exchange has received a 60 million NOK investment that was arranged by Pareto Securities, an investment bank in the Nordics, that acted as the sole manager and book-runner.

NBX, crypto, blockchain, Norway, wealth management, funding, investment, Pareto Securities,

InvestSuite receives EUR 3 mln in third seed funding round

News | Online & Mobile Banking | 06 Jan 2021

Belgium-based wealthtech firm InvestSuite has finalised its third seed funding worth EUR 3 million from existing investors PMV, AB Accelerator, 365.fintech, and others.

InvestSuite, investment, funding, AI, digital finance, wealth management

Hong Kong online banks gear up to business loans and wealth management offers

News | Online & Mobile Banking | 24 Dec 2020

Hong Kong’s new online-only banks have announced plans to venture into business lending and wealth management.

online banks, wealth management, lending, ZA Bank, savings accounts, transfer services, Mox Bank, Hong Kong, Livi Bank

FEIB gains open banking approval

News | Online & Mobile Banking | 14 Dec 2020

Far Eastern International Bank has become the nation’s first lender to gain regulatory approval to offer open banking services, according to Taipei Times.

FEIB, open banking, wealth management, data, banking

Bank of America enters digital financial planning market

News | Online & Mobile Banking | 06 Oct 2020

Bank of America has announced plans to roll out a digital financial planning tool, wading into a space that has so far been dominated by fintech companies.

Bank of America, BoA, digital financial planning, fintech, Life Plan, app, savings, financial advisor, wealth management, digital budgeting, Intuit Inc, Mint, artificial intelligence, bankers, bank

Singapore-based Syfe secures USD 18.6 mln Series A funding

News | Payments General | 23 Sep 2020

Digital wealth manager Syfe has successfully closed a USD 18.6 million Series A funding round led by Valar Ventures, a VC fund for high potential fintech companies.

Syfe, Singapore, Series A, funding, digital wealth manager, Valar Ventures, VC, fintech, capital injection, investing, saving, Asia, technology platform, Presight Capital, Unbound, UK, investment firm, digital wealth management, platform, Monetary Authority of Singapore, MAS, Capital Markets Services License, CMS license, license, retail fund management, institutional fund management

Bank of Georgia secures USD 50 mln trade finance facility with Citi

News | E-invoicing, SCF & E-procurement | 18 Sep 2020

Bank of Georgia has signed a USD 50 million one-year trade finance facility with US-based bank Citigroup.

Bank of Georgia, Citi, trade finance, facility, Citigroup, bank, reimbursement, trade advances, retail banking, payment services, corporate banking, investment banking, wealth management, trade finance solutions

Credit Suisse to roll out digital banking app

News | Online & Mobile Banking | 10 Sep 2020

Credit Suisse has announced plans to launch a digital banking app in October 2020 to challenge fintechs like Revolut in the Swiss bank’s home market.

Credit Suisse, digital banking, digital banking app, Revolut, N26, Switzerland, Swiss, banks, fintechs, challenger, digital wealth management, foreign transactions, CSX, banking app, online banking, traditional banking, incumbents

Apex, Calypso to provide middle and back-office services to Ardent Financial

News | Payments General | 03 Sep 2020

Apex Group has been appointed to provide front to back office solutions to FCA regulated global securities dealer Ardent Financial using Calypso management and reporting platform.

Apex, Calypso, Ardent Financial, accounting, Apex360 solution, reporting, wealth management, custody services

BlackRock, Temasek, and CCB secure joint wealth venture approval in China

News | Payments General | 24 Aug 2020

US-based asset manager BlackRock, Singapore-based state investor Temasek Holdings, and China-based CCB have obtained China’s approval for a wealth management joint venture.

BlackRock, Temasek, CCB, joint wealth venture, China, China Banking and Insurance Regulatory Commission, CBIRC, asset manager, state investor, bank, wealth management, financial market, foreign companies, fund managers, restrictions, foreign banks

IPBS, Liquidus to deliver digital onboarding for private banking and wealth management

News | Payments General | 19 Aug 2020

International Private Banking Systems, a provider of wealth management software for the private banking sector, has teamed up with Liquidus, a regtech identity solutions provider to the financial services sector.

International Private Banking Systems, wealth management software, private banking sector, partnership, verification, Liquidus, regtech, identity

SwissBorg partners with Onfido

News | Digital Identity, Security & Online Fraud | 05 Aug 2020

SwissBorg has partnered with Onfido to verify applicant identities for its wealth management platform. 

SwissBorg, onboarding, digital, digital identity, Onfido, partnership, wealth management, AI, artificial intelligence, technology, KYC, data, SDK

ARQ chooses Moneyhub's Open Finance data and intelligence for investment insights

News | Payments General | 29 Jul 2020

Fintech platform ARQ has chosen Open Finance platform Moneyhub to power its technology with data and intelligence, providing investors with insights into all their wealth and assets, from pensions to property. 

ARQ, Moneyhub, Open Finance, data, investments, fintech, Open Banking, finance management, wealth management

Flinks closes Series A round at USD 16.2 mln

News | Online & Mobile Banking | 10 Jul 2020

Flinks, a Canada-based fintech startup, has closed its Series A round at USD 16.2 million CAD, bringing its total funding raised to date to USD 19 million.

Flinks, funding, fintech, banking, lending, data, app, wealth management

Europe-based fintechs to launch a new cross-border organisation

News | Payments General | 25 Jun 2020

A group of Europe-based fintechs have joined forces to launch a new non-profit organisation, the European Fintech Association (EFA)

Europe, fintech, cross-border, EFA, European Fintech Association, non-profit, EU, financial services, Raisin, savings marketplace, SaaS provider, Finleap, alternative lender, Funding Circle, wealth management, Moneyfarm, digital bank, N26, money transfer, TransferWise, European Commission, digital finance strategy, Mintos, Scalable Capital, TrueLayer, Wirecard

ICBC joins service providers in China to livestream on Alipay Lifestyle Platform

News | Payments General | 24 Jun 2020

Service providers including ICBC, Burger King, and China Mobile have leveraged livestreaming via Alipay to strengthen customer engagement and boost operational efficiency.

ICBC, Burger King, China Mobile, livestreaming, financial services, Alipay, wealth management

Raisin offers banking services in-house for Europe

News | Online & Mobile Banking | 18 Jun 2020

Digital wealth management fintech Raisin has announced that it has brought its customer services under one roof.

Raisin, digital wealth management, customer services, MHB Bank, Raisin Bank, Keytrade Bank, Starling Bank, Europe, UK, Germany, financial market

India's IIFL rolls out initiative for fintechs affected by COVID-19

News | Payments General | 15 Jun 2020

India-based financial services group IIFL (India Infoline) has introduced an initiative that aims to support local fintechs that struggle due to COVID-19.

IIFL, India, fintech, covid-19, initiative, #IIFLDisrupt, accelerator, incubator, Wealthtech, Insurtech, robo advisory, transaction technology, MF distribution, wealth management, digital content, lending, data analytics, payment solutions

Huishang Bank opens wealth management unit

News | E-invoicing, SCF & E-procurement | 07 May 2020

China-based Huishang Bank has announced launching a wealth management subsidiary.

Huishang Bank, China, banks, Hefei, Anhui, Huishang Bank Wealth Management, China Banking and Insurance Regulatory Commission, CBIRC

additiv digital investment management solution goes live at PostFinance

News | Payments General | 06 May 2020

PostFinance, a Switzerland-based retail financial institution, and additiv, a SaaS provider to the wealth management industry, have implemented a digital investment platform for PostFinance customers.

PostFinance, Switzerland, retail financial institution, additiv, SaaS provider, wealth management, investment portfolio, digitalisation