Wealthtech

Digitaler Kapitalmarkt Valyo verstärkt Verwaltungsrat

Valyo, der seit 2019 im Schweizer Anleihenmarkt aktive digitale Kapitalmarktplatz, verstärkt seinen Verwaltungsrat weiter: Die zwei ausgewiesenen Branchenexperten Kaspar W. Kelterborn, ehemaliger Chief Financial Officier und Mitglied der Konzernleitung der Conzzeta AG, und Roger Reist, Leiter des Departements «Treasury &

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JPMorgan Chase to Acquire Robo-Advisor Nutmeg Ahead of U.K. Digibank Launch

JPMorgan Chase announced it has entered into an agreement to acquire U.K.’s digital wealth manager Nutmeg Saving and Investment Limited, subject to regulatory approval. The acquisition will complement the digital bank that is planned for launch in the U.K. later

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VALK Secures a Place in the UK FCA’s Regulatory Sandbox

VALK, the London-based end-to-end digital transaction solution for private markets built on Corda, has secured a place in the UK Financial Conduct Authority’s regulatory sandbox. Launched in 2016, the FCA regulatory sandbox is designed to help the financial services industry

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Broadridge Goes Live With DLT Repo Platform, Executes US$31 Billion in the First Week

Broadridge Financial Solutions, an American-based investment banking company, announced the successful go-live of its transformative distributed ledger repo (DLR) platform. DLR provides a single platform where market participants can agree, execute and settle repo transactions. Furthermore, DLR allows for the

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Broadridge Expands Wealth Management Capabilities with AdvisorStream Acquisition

Broadridge Financial Solutions, provider of investor communications, technology-driven solutions, and data and analytics to the financial services industry, announced that it has acquired AdvisorStream, a provider of digital engagement and marketing solutions for the global wealth and insurance industries. Terms

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German Robo Advisor Scalable Capital Raises €150 Million in Fundraise Led by Tencent

Scalable Capital, a German-based neobroker and digital wealth manager, has raised more than US$180 million (€150 million) in a Series E funding round led by China’s technology company Tencent. This purely primary investment round where existing shareholders participated brings the

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Wealthtech Startup Yieldstreet Lands US$100 Million in Series C Fundraise

Yieldstreet, a New York-based digital investing platform, announced that it has raised US$100 million during a Series C funding round. Tarsadia Investments, led the round, joined by Kingfisher Investment, Top Tier Capital Partners and Gaingels. Existing investors, Edison Partners, Soros

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St. Galler Kantonalbank Goes Live With CREALOGIX’s Hybrid Platform

St.Galler Kantonalbank (SGKB) selected Swiss digital banking software provider CREALOGIX to pursue new paths in the digitalisation of its infrastructure and the new platform went live in May 2021. This enables it to integrate new digital applications quickly and easily,

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German Neobroker Trade Republic Announces US$900 Million Fundraise

German neobroker Trade Republic announced that it has raised US$900 million in a Series C funding round which pushed its valuation to over US$5 billion at present. The fundraise was led by Sequoia with participation from new investors TCV and

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New Access Wins Additional Global Core-to-Digital Platform Client

New Access, a Geneva based wealth management and private banking software company, announced the signature of a license agreement with Decisive Capital Management SA. Decisive Capital Management is an independent, Next -Generation financial advisor providing services exclusively to sophisticated ultra-high

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