Tagged: asset management

September 5, 2022 @ 12:17 pm By Omar Faridi  |  

Southeast Asia’s wealth management company StashAway has teamed up with the world’s largest asset manager BlackRock (NYSE: BLK) in order to provide a suite of diversified multi-asset model portfolios. Developed from BlackRock’s analytics and ETFs (exchange-traded-funds), the portfolios will reportedly be managed by StashAway. Via… Read More

August 17, 2022 @ 3:07 pm By Omar Faridi  |  

Established in 2010, Mindbanque’s consultants use their industry experience and understanding of the finance sector “to offer guidance and insight to shape business strategy and manage business transformation projects, using strengths across operations, compliance, integration and project management.” The acquisition of Mindbanque will “allow SkySparc… Read More

July 6, 2022 @ 8:23 pm By Omar Faridi  |  

CoinShares International Limited (Nasdaq First North Growth Market: CS; US OTCQX: CNSRF), which claims to be one of Europe’s largest and “longest standing” digital asset investment firms is pleased to announce that, following receipt of approval from the Autorité des Marchés Financiers (AMF), it has… Read More

July 1, 2022 @ 8:39 am By Omar Faridi  |  

Franklin Templeton, one of the world’s largest independent asset managers, officially opened its first Asian Fintech incubator in the heart of Singapore. The Franklin Templeton Singapore Fintech Incubator is “a joint incubation program for early-stage Fintech startups in partnership with F10 Global Innovation Network Singapore… Read More

June 9, 2022 @ 11:17 pm By Omar Faridi  |  

Skolem Technologies, an institutional-grade asset management and execution services provider that enables investors “to access the DeFi markets in a safe, reliable way,” has announced that it raised $20 million in Series A funding. The investment round was led by Galaxy Digital and “included participation… Read More

June 6, 2022 @ 7:16 am By Omar Faridi  |  

Pursuing its “innovative” path in the UAE asset management sector, FinaMaze recently announced a partnership with investment research firm, Ned Davis Research (NDR). This partnership, the “first of its kind” in the GCC region, will see NDR providing research and high-level intelligence to the ADGM-regulated… Read More

March 2, 2022 @ 11:27 pm By Omar Faridi  |  

Wealthtech firm Addepar is pleased to confirm that it has joined the Open Cap Table Coalition, which is a cross-industry group that is focused on enhancing the interoperability, transparency, and portability of “company capitalization data.” Addepar, along with industry professionals from across the tech and… Read More

December 11, 2021 @ 11:42 am By Omar Faridi  |  

Following the announcement of a crypto-focused partnership with Sygnum Bank earlier in 2021,  Bordier & Cie, a Swiss private banking institution established in 1844, is confirming that it’s notably the first bank in Switzerland to enter a strategic partnership with Moonfare, the private equity Fintech… Read More

November 1, 2021 @ 7:55 am By Omar Faridi  |  

TIFIN, a Fintech platform using AI for wealth and asset management, has announced the closing of $47 million in Series C funding. TIFIN leverages data and investment-driven intelligence to support greater personalization for wealth management, and digital distribution for investment managers, according to a release…. Read More

October 31, 2021 @ 5:22 pm By Omar Faridi  |  

Asset managers are set to deploy capital at an accelerated rate, according to an update from European online lender October. Despite the global 2020 Covid-19 outbreak and resulting socioeconomic uncertainty, the asset management sector is going strong, if not stronger, the team at October reveals…. Read More

October 28, 2021 @ 11:17 pm By Omar Faridi  |  

Bloomberg reveals that Mackenzie Investments, a Canadian asset management company, has adopted PORT Enterprise, which is Bloomberg’s portfolio analytics and risk management solution, in order to support its (exchange-traded-fund) ETF business. Mackenzie also uses Bloomberg AIM, an order management solution, in order to support its… Read More

September 4, 2021 @ 12:15 pm By Omar Faridi  |  

Axyon AI, an AI provider for the asset management sector, has appointed Luigi Conti to serve as an independent board member. Axyon AI offers deep learning solutions that assist fund managers with providing more efficient and innovative investment services. The firm, which includes UniCredit S.p.A…. Read More

July 30, 2021 @ 7:25 pm By Omar Faridi  |  

Addepar, a U.S.-based wealth manager with $2.5 trillion of assets on its platform, had secured $150 million in capital in June of this year. Addepar‘s management recently revealed that they’re planning to further expand business operations outside the US. The company confirmed that it’s hiring… Read More

July 25, 2021 @ 11:44 am By Omar Faridi  |  

Azimut Group, with Azimut Investments S.A., is reportedly the first asset management firm based in Luxembourg to acquire authorization to manage digital assets strategies. With this further evidence of the Group’s innovation capabilities, Azimut confirmed that it will be introducing the AZ RAIF Digital Asset… Read More

July 2, 2021 @ 4:50 pm By Omar Faridi  |  

The team at Addepar, a leading asset manager, recently had a detailed discussion with Ruchir Swarup, CTO at the company. Ruchir Swarup is currently responsible for leading the tech teams that have made Addepar the “platform of choice” for wealth management companies. Addepar offers efficient… Read More

May 12, 2021 @ 11:46 am By Omar Faridi  |  

Balancer Version 2.0, the “most flexible” and efficient automated market maker (AMM) is now live. Balancer Labs, which aims to become the “primary source” of DeFi liquidity by offering the “most flexible” and simple platform for asset management, has announced many new updates. As previously… Read More

May 11, 2021 @ 12:17 am By Omar Faridi  |  

Insig AI, an AI and machine learning firm serving the asset management sector, has officially introduced its services (May 10, 2021), after the company’s listing on the AIM London Stock Exchange. Insig AI is a data science and machine learning (ML) solutions provider that offers… Read More

May 10, 2021 @ 9:34 pm By Omar Faridi  |  

Digital asset firm Kraken recently published a report that explains how to safely and securely store your cryptocurrency holdings. Kraken notes in its report that if you’ve recently purchased some crypto-assets, then you might feel uneasy after hearing about the many horror stories of investors… Read More

May 1, 2021 @ 9:33 am By Omar Faridi  |  

Grayscale, a global leader in digital currency asset management that provides single asset and diversified exposure via private and public funds, has provided updates (as of April 30, 2021) on its total assets under management (AUM), holdings per share, and market price per share for… Read More

March 25, 2021 @ 10:30 pm By Omar Faridi  |  

European digital asset manager CoinShares notes that as growing numbers of investors start taking Bitcoin (BTC) “more seriously,” it raises an important question: what would be an “appropriate” or ideal amount of Bitcoin in an investment portfolio? According to CoinShares research team, the “real answer”… Read More