Products & Services
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News Team on 08/02/2023
Fintech developer InvestCloud and investment platform 55ip have entered a partnership to integrate 55ip’s technology into the InvestCloud financial supermarket – a software tool for the wealth management industry.
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News Team on 06/02/2023
Bristol-based Eden Park Investment Management (EPIM), part of the Clifton Asset Management Group, has partnered with Charles Stanley and SS&C Hubwise to provide a bespoke discretionary fund management (DFM) service.
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News Team on 03/02/2023
Wealth manager M&G Wealth, in collaboration digital wealth manager Moneyfarm, has launched a new digital investment service - &me.
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News Team on 31/01/2023
Zurich-based private bank Bergos has launched a new core banking solution developed in partnership with global wealth management platform, FNZ
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News Team on 26/01/2023
Investment company Capital Group, has launched a multi-sector income fund through an exclusive distribution partnership with UBS Global Wealth Management for investors in Europe and Asia.
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News Team on 20/01/2023
Belgium private bank Bank Nagelmackers has implemented a digital private client wealth management platform.
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Katie Royals on 19/01/2023
As private debt becomes more prevalent in private client portfolios, certain companies are looking to capitalise on this growing asset allocation.
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News Team on 18/01/2023
Fintech provider Infront is extending its partnership with Clarity AI, a technology platform leveraging machine learning and big data to deliver environmental and social insights that aid investors in measuring the impact of their portfolios.
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News Team on 18/01/2023
A new multi-family office - Monaco Private Advisory Multi-Family Office (MPA MFO) – has officially launched in Monaco.
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News Team on 16/01/2023
WWF has launched its ‘biodiversity risk filter’ - a new tool to help companies and investors better understand their impacts and dependencies on nature.
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