Ultimus Fund Solutions (Ultimus) has helped Primark Capital launch the Primark Private Equity Investments Fund, which gives non-accredited retail investors access to private equity market investment opportunities.
HSBC Bank USA has launched HSBC Cash Flow Forecasting, a fully-integrated forecasting solution that allows businesses to build a more accurate picture of their future finances and manage liquidity.
Weatherbys Private Bank has appointed London-based creative agency AML Group to redesign and rebuild its customer-facing website.
Confluence partners with Sweden’s Limina to offer reporting and investment management solutions to USD1bn wealth manager
Confluence Technologies (Confluence), a global technology solutions provider delivering innovative products to the worldwide money management industry, in partnership with Limina, a provider of SaaS solutions to asset managers globally, has secured a three-year contract with a USD1 billion wealth manager headquartered in Stockholm, Sweden.
Oliver Wooley, CEO of Envestors, an early-stage digital investment platform, explains why accelerators, incubators, and networks matching investors and startups need to be regulated…
The ASEAN region has demonstrated itself as a major area for investment and potential growth. However, much of this growth is still on the horizon and yet to be materialised. For the prospects of the ASEAN region to reach their true potential, the current environment requires cost efficiency, scalability and talent. These are critical factors to creating a supportive ecosystem.
The Monetary Authority of Singapore (MAS) has been proactive and transparent with licensing requirements, compared to other jurisdictions. The Digital Acceleration Grant (DAG) programme incentivises firms to modernise operations, equipping smaller managers with the necessary technology and helping new funds get off the ground. This programme, coupled with geopolitical influences, contributes to Singapore accelerating as a safe-haven for money and financial institutions.
As the mass affluent investor segment is tipped for growth, wealth managers should ensure they have scalable solutions to manage the potential increase in client numbers which could come with capturing the progress in this area.
SEI has launched a new Estimated Taxes Saved report for independent financial advisers.
With the profound impacts of Covid-19 continuing to reverberate around the world, it is notable how robust the funds industry has been during the last six months. In Ireland, like elsewhere, significant redemptions were registered in March as investors sought to reduce risk and increase liquidity.