Latest Wealth management News: Finextra Research

Communify acquires Fincentric from S&P Global

Wealthtech entrepreneur John Wise and PE firm Stellex Capital Management have acquired S&P Global’s Fincentric business with a view to providing digital experiences and financial data distribution to the wealth, broking and asset management industries.

14 hours

/wealth

Mintos bags €3.1 million in 14-day crowdfund

European alternative investment platform Mintos has wrapped up a €3.1 million crowdfunding campaign on Crowdcube.

06 August 2024

/wealth

Finextra is getting a new look!

We’re excited to go live with Finextra’s new website next week.

02 August 2024

/wealth

JPMorgan rolls out Generative AI 'research analyst' to staff

JPMorgan Chase has rolled out an inhouse developed Generative AI chatbot to staff, likening it to a having a research analyst at your desk.

29 July 2024

/wealth

ECB cyber security test reveals 'room for improvement'

The European Central Bank says there is "room for improvement" after conducting its first thematic stress tests on cyber resilience to determine how well individual banks would respond to and recover from a cyber attack.

29 July 2024

/wealth

Bain and Reverence to buy Envestnet for $4.5bn

Private equity firms Bain Capital and Reverence Capital have agreed to buy Envestnet in a deal that values the provider of wealth management technology and data at $4.5 billion.

12 July 2024

/wealth

MiddleGame Ventures raises new fintech fund

MiddleGame Ventures (MGV), a Luxembourg-based investment firm focused on fintech startups, has raised a new fund targeting early-stage investments in Europe.

25 June 2024

/wealth

Danske Bank adds sustainable investment insights to mobile app

Danske Bank has added a new feature to its mobile app that gives customers a clear insight into how many sustainable investments they have in their portfolio.

20 June 2024

/wealth

EBAday 2024: Next steps in instant payments, regulation, and liquidity management

At EBAday 2024 in Lisbon, experts came together to address new innovations and exciting prospects for the future of banking in Europe.

19 June 2024

/wealth

Swiss watchdog winds up challenger bank FlowBank

The Swiss Financial Market Supervisory Authority (Finma) is opening bankruptcy proceedings against investment banking challenger FlowBank following serious and repeated breaches of its capital requirements.

18 June 2024