Advisory & Brokerage

wealth

How is technology democratising wealth management?

In a recent post by Kidbrooke, the company outlined how wealth management can be democratised by utilising financial analytics. 
Saxon Trust has significantly expanded its funding capability with a new £35m funding facility from OakNorth.

Saxon Trust secures new £35m funding line from OakNorth

Saxon Trust has significantly expanded its funding capability with a new £35m funding facility from OakNorth.
Ampla has secured a $258 million credit facility with Goldman Sachs and Atalaya Capital Management.

US FinTech Ampla secures $258m credit facility with Goldman Sachs and Atalaya

Ampla has secured a $258 million credit facility with Goldman Sachs and Atalaya Capital Management.

Howden acquires Apex Insurance New Zealand to build Pacific broking operation

Howden has completed its acquisition of Apex Insurance New Zealand and its associated subsidiaries, as it looks to form a leading broking operation in...

Howden’s Aston Lark acquires insurance broker Curtis Marine

Howden-owned Aston Lark has announced the acquisition of Curtis Marine, a Plymouth-based marine insurance broker.

Newfront launch new tool to streamline workflows

Insurance brokerage firm Newfront has introduced a powerful tool designed to streamline workflows and manage complex employee benefit programmes.

Scottish FinTech Know-it to expand into Australia in 2024

Scottish FinTech Know-it has revealed it will enter the Australian market in 2024, as part of its global expansion strategy. 
Lumiant-advice-and-client-engagement-platform-raises-$3.5m-seed-funding

Advice and client engagement platform Lumiant secures $3.5m

Lumiant, an advice and client engagement platform, has raised $3.5m in seed funding to support its US expansion and platform enhancements.
Asset-map-raises-$6m-to-support-financial-professionals

Asset-Map lands $6m to support financial professionals

Asset-Map, a premier financial advice engagement experience for financial professionals, has raised $6m in Series B funding.
Federal-prosecutors-seize-nearly-$700m-in-assets-from-FTX-founder

Federal prosecutors seize nearly $700m in assets from FTX founder

Federal prosecutors have reportedly seized around $700m in assets from FTX founder Sam Bankman-Fried, as part of an ongoing court case.

News Stories

Allianz debuts digital-first car insurer Slick Cover

Allianz UK has unveiled Slick Cover, a digital-first motor insurance brand aimed at giving British drivers greater choice. Slick Cover has been structured as a...
ANNA Money brings Admiral Business insurance in-app

ANNA Money brings Admiral Business insurance in-app

ANNA Money, the business account and tax admin platform for small firms, has joined forces with Admiral Business to embed insurance directly into its...
InSoil lands €120m Pollen Street facility for agri lending

InSoil lands €120m Pollen Street facility for agri lending

InSoil, a European climate finance firm that channels institutional money into regenerative agriculture, has landed a €120m senior secured credit facility from Pollen Street...
Taxwire lands $25m to automate global sales tax

Taxwire lands $25m to automate global sales tax

Taxwire, a sales tax platform and managed service that takes full ownership of a business's indirect tax obligations, has secured $25m in funding to...
Addi secures $85m Series D led by Citius and BTG Pactual

Addi secures $85m Series D led by Citius and BTG Pactual

Addi, a Colombian commerce and financial services platform, has closed an $85m Series D equity round in a deal that represents BTG Pactual's first...

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