SEI onboards 7,400 adviser clients to SEI Wealth Platform

Tue, 16/04/2019 - 11:06

SEI's 7,400 Independent Advisor Solutions clients in the US are now live on the SEI Wealth Platform (the Platform), a fully-integrated, single-infrastructure technology solution that supports front-, middle- and back-office services, for wealth management providers and their clients.  »

UnderwriteMe invests in new team structure

Mon, 08/04/2019 - 10:33

UnderwriteMe is investing in a larger dedicated team to support the increased demand from distributors for the Protection Platform.  »

CaixaBank launches Ocean third-party fund platform

Wed, 27/03/2019 - 10:13

CaixaBank, a leading retail bank in Spain, has launched Ocean, the first investment fund platform with customised information and conditions for each client according to their advisory service package. »

55ip's investment strategy engine now available on CircleBlack platform

Thu, 07/02/2019 - 08:50

55ip, an investment strategy engine that enables advisers to automate and custom-build investment strategies using quantitative capabilities, is now available on CircleBlack, a multi-aggregation wealth management platform.   »

Goji adds 25 direct managers to platform

Wed, 06/02/2019 - 10:04

Goji, the specialist direct lending investment manager and platform, has launched its 25th platform technology client, enabling 25 direct lending investment managers to offer financial products, such as the IF ISA to retail investors. »

James Waldinger, Artivest

Artivest expands alternative investment platform to offer product structuring and fund distribution solutions

Wed, 23/01/2019 - 10:24

Following the successful completion of its merger with alternative asset manager Altegris, Artivest has expanded its suite of services to include product structuring and fund distribution solutions for asset and wealth manager enterprise partners. »

MINEXIA launches online mining investment platform NR Private Market

Thu, 20/12/2018 - 09:18

MINEXIA has launched NR Private Market which is designed to help mining and exploration companies simplify and streamline their capital raising process and provide access to mining-focussed capital. »

Steven Fradkin, Northern Trust

New Northern Trust alternatives platform provides access to highly selective hedge fund strategies

Tue, 06/11/2018 - 09:26

Northern Trust has launched an alternatives platform to provide its wealth management clients with a source of total-portfolio risk diversification. »

Boaz Yaari, ShareGain

London-based fintech startup, Sharegain rolls out FCA-approved securities lending platform

Tue, 06/11/2018 - 09:13

Fintech startup Sharegain, whose securities lending platform allows any investor to generate revenue through loaning out their financial assets, has raised a total of USD12 million (including USD5 million in the latest round) to support the roll-out of its platform to private banks, online brokers and robo-advisers, as well as scaling up its operations with family offices and asset management firms in line with significant early demand. 

 »

Aubrey Capital Management GEM fund now available on Standard Life Wrap

Mon, 05/11/2018 - 19:20

Aubrey Capital Management’s Global Emerging Markets Opportunities Fund (AGEM) is now available on the Standard Life Wrap Platform. »

Pages

specialreports
other gfm publications
GFM corporate logo