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Latest Results from /wealth

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Rimes appoints Mark Sedgwick to head up Manila office

Rimes, a leading provider of enterprise data management and investment management solutions to the global investment community, is pleased to announce the relocation of Mark Sedgwick, global head of the firm’s Data Management Office, to Manila, Philippines.

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WealthKernel opens up to GetGround clients

WealthKernel, a digital investment infrastructure provider, today announces a new partnership with GetGround, an all-in-one property platform for buy-to-let investors.

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Sidekick appoints Alessandra Farnum as alternative product lead

Sidekick, a wealth management platform for modern investors, has announced the appointment of Alessandra Farnum as its Alternatives Product Lead.

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IPipeline appoints Adam Boone as CFO

iPipeline, a leading provider of digital solutions for the life insurance and wealth management industries, today announces the appointment of Adam Boone as Chief Financial Officer, who will lead the financial management activities for the growing global business.

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River Global picks Bloomberg to streamline front-to-back workflow

Bloomberg announced today that River Global, a UK-based investment manager with approximately £2.8bn in AUM (as of 31 March 2023), has selected an integrated suite of Bloomberg Solutions as its new tech-stack to support front-to-back office investment workflows.

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Fundpath secures £2 million investment

Fundpath, the critical data and business intelligence service for the wealth and asset management industry, today announced the completion of a further £2m funding round with its venture capital partner, Fuel Ventures (‘Fuel’).

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Allfunds hops on to Google Cloud

Allfunds, one of the leading B2B WealthTech platforms for the fund industry, today announced a partnership with Google Cloud to enhance its capabilities through cloud computing, advanced data and analytics and artificial intelligence.

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Cairo-based fintech Bokra raises $4.6m

Bokra, a Cairo-based fintech, announces the successful closure of its $4.6mn pre-seed round led by DisrupTech Ventures, and SS Capital alongside other investors, setting it to revolutionize wealth management in the MENA region by being the first platform to offer goal-based investment and saving products through asset backed securities.

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Kinsted Wealth signs with Objectway

Objectway, global Top100 FinTech provider of as-a-service software and services to banks, wealth and asset managers, has partnered with Kinsted Wealth, a Calgary (CAN) based independent wealth manager serving private individuals and institutional investors.

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Konvi acquires Fractible and Diversified

Konvi, Europe’s leading luxury assets fractional investment platform, has acquired leading alternative investing platforms Diversified and Fractible, bolstering its global user base to 50,000 active users.

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Team8 establishes roadmap for fintech in 2030

Team8, a leading global fund that builds and invests in companies playing a crucial role in the digital transformation of major sectors, released a new report on the future of fintech, titled “2030 and Beyond: An Unconventional Look at the Future of Fintech.”

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Berenberg selects Kaizen as regulatory reporting assurance provider

One of Europe’s leading privately-owned banks, Berenberg selects Kaizen as its regulatory reporting assurance provider.