Products & Services

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.

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.

Wealth manager M&G Wealth, in collaboration digital wealth manager Moneyfarm, has launched a new digital investment service - &me.

Zurich-based private bank Bergos has launched a new core banking solution developed in partnership with global wealth management platform, FNZ

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.

Belgium private bank Bank Nagelmackers has implemented a digital private client wealth management platform. 

As private debt becomes more prevalent in private client portfolios, certain companies are looking to capitalise on this growing asset allocation.

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.

A new multi-family office - Monaco Private Advisory Multi-Family Office (MPA MFO) – has officially launched in Monaco.

WWF has launched its ‘biodiversity risk filter’ - a new tool to help companies and investors better understand their impacts and dependencies on nature.