Wealthtech

Privatam Appoints Veteran Banker as Sales Director for LATAM Expansion Plans

Monaco-based wealthtech firm Privatam has appointed Jose Carlos Reis as its Sales Director for the Latin American market to consolidate its presence in the South American region. Prior to joining Privatam, Jose Carlos Reis worked at BB Securities Asia (Banco

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Inyova launcht nachhaltiges 3a-Vorsorge-Produkt

Inyova, was sich auf Impact Investing spezialisiert, hat die Einführung eines vollständig nachhaltigen 3a-Produktes bekannt gegeben. Das Produkt soll im Herbst verfügbar sein und enthält erstmals die Möglichkeit, auch bei der Vorsorge über die Auswahl von Einzelaktien einen nachhaltigen Impact

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BLKB and Lombard Odier Join Forces To Offer Sustainable Investments

Swiss cantonal bank Basellandschaftliche Kantonalbank (BLKB) and Geneva-based private bank Lombard Odier are planning a partnership in the field of sustainable investments for the former’s customers. As part of this collaboration, both entities will come up with investment strategies for

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Austrian Unicorn Bitpanda Bags US$263 Million, Now Valued at US$4.1 Billion

Austrian digital investment platform Bitpanda has raised US$263 million in funding at a US$4.1 billion valuation 4 months after gaining unicorn status. The Series C funding round was led by Valar Ventures, with the participation of Alan Howard and REDO

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Austrian Unicorn Bitpanda To Invest €10 Million for a Blockchain Hub

Bitpanda, the Austrian digital investment platform which recently achieved unicorn status, announced that it will be investing €10 million over the next two years into the newly launched Blockchain Research & Development Hub. The new Blockchain Research & Development Hub

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Julius Baer Taps Wecan Comply’s Blockchain-Based Compliance Platform

Swiss wealth management group Julius Baer has formed a partnership with Wecan Comply, a blockchain-based compliance platform for private banks and external asset managers. Wecan Comply’s solution helps prevent compliance and administrative work from overwhelming the day-to-day activities of asset

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Liechtenstein’s LGT Acquires Stake in German Digital Wealth Manager LIQID

LGT, an international private banking and asset management group owned by the Princely House of Liechtenstein, has agreed to acquire a strategic minority stake in the Germany-based digital wealth manager LIQID. In the future, LGT will contribute to the development

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Wealth and Asset Managers Will Go Head to Head as Their Opportunities Converge

The recent Weath and Asset Management Report 2021 by Oliver Wyman and Morgan Stanley sheds light on emerging industry trends as the global market is poised to grow significantly over the next few years. According to the report, wealth and

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M1 Finance Clinches Unicorn Status with US$150 Million Fundraise

M1 Finance, an all-in-one money management platform, announced that it has secured US$150 million during a Series E funding round, the firm is now valued at US$1.45 billion. SoftBank’s Vision Fund 2 led the round, with participation from existing investors.

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Broadridge Acquires ECS From Jordan & Jordan to Enhance Its Regulatory Compliance

Broadridge Financial Solutions, an American-based investment banking company, announced that has acquired cloud-based Execution Compliance and Surveillance Service’s (ECS) assets from Jordan & Jordan. The solution provides a combination of surveillance and regulatory reporting as well as compliance consulting capabilities for

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