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Latest Results from /wealth

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Konvi acquires Fractible and Diversified

Konvi, Europe’s leading luxury assets fractional investment platform, has acquired leading alternative investing platforms Diversified and Fractible, bolstering its global user base to 50,000 active users.

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Team8 establishes roadmap for fintech in 2030

Team8, a leading global fund that builds and invests in companies playing a crucial role in the digital transformation of major sectors, released a new report on the future of fintech, titled “2030 and Beyond: An Unconventional Look at the Future of Fintech.”

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Berenberg selects Kaizen as regulatory reporting assurance provider

One of Europe’s leading privately-owned banks, Berenberg selects Kaizen as its regulatory reporting assurance provider.

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Tifin appoints Rob Pettman chief revenue officer and president

Tifin, a leading AI and innovation platform for wealth, announces the appointment of Rob Pettman as its Chief Revenue Officer and President.

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eToro expands proxy voting to cover all asset classes

The trading and investment platform eToro has extended its proxy voting feature to all stocks listed on its platform after seeing massive engagement from users.

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BNY Mellon teams up with Accenture

BNY Mellon (NYSE:BK), the global financial services company, is collaborating with Accenture (NYSE:ACN), a leading professional services company, to modernize financial services offerings with an initial focus on data management and analytics product development and delivery.

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Abacus Group appoints Anthony D’Ambrosi CEO

Abacus Group, the leading Managed Services Provider to alternative investment firms, today announced that it has appointed Anthony J. D’Ambrosi as its new Chief Executive Officer.

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GrtWines launches fine wine tokenisation platform

GrtWines (https://www.grtwines.com/), a Web3 wine marketplace for enthusiasts and investors, proudly announces the official launch of its digital platform to collect, trade, and store fine wines with asset backed tokens.

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Kneip names Elisa Alonso Sanz CEO

Kneip, the fund data management company, is today announcing that it appointed Elisa Alonso Sanz as the company's new Chief Executive Officer, effective 1 July 2024.

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Nutmeg survey shows increase in personal saving

New research from Nutmeg, the UK’s largest digital wealth manager, reveals a positive picture when it comes to the nation’s personal finance habits.

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NewRetirement completes $20m funding round

NewRetirement, a comprehensive, digital-first financial planning platform for consumers and enterprise partners, today announced that it has closed its Series A round with $20 million in funding.

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Tifin acquires assets from WestCap

Tifin, a leading AI and innovation platform for wealth, announces an acquisition of assets for its Tifin AG platform to increase its capability to help wealth management firms drive organic growth through net new assets.