Tag: asset management

Integrum ESG secures £3m from YFM to enhance AI-driven ESG data...

YFM Equity Partners has channelled £3m into Integrum ESG, a London-based platform distinguished by its cutting-edge provision of live ESG data insights.

How to forge winning partnerships with broker-dealers: A guide for asset...

Understanding the mindset of intermediaries is paramount for asset managers aiming to engage and collaborate with broker-dealers effectively. It's essential to grasp the key drivers behind their decision-making processes and identify critical contacts within their home offices. Such insights can highlight potential leverage points even before partnerships are forged.

Avaloq and Zürcher Kantonalbank launch innovative digital asset service

Avaloq has introduced its cutting-edge digital asset platform at Zürcher Kantonalbank (ZKB), one of Switzerland's premier banking institutions, in collaboration with Fireblocks.

Candriam launches ESG Market Neutral Fund targeting sustainability leaders

Candriam, a sustainability-focused asset management firm, has announced the launch of its new fund, the Candriam Equities L ESG Market Neutral Fund.

Robeco launches innovative indices for climate-conscious investors

Robeco, an international asset manager, has introduced its latest offering, the Robeco Climate Equities Indices.

Lendbuzz secures $400m in forward flow agreement with Viola Credit to...

Lendbuzz, an AI-based FinTech company from Boston, MA, announced a significant financial milestone with a new $400m forward flow program secured with Viola Credit, a global alternative asset manager.

How digital innovation and sustainability are shaping wealth management

During the third quarter of 2024, the wealth management sector witnessed shifts, heavily influenced by sustainability, digital innovation, and regulatory adjustments.

FusionIQ partners with interVal to revolutionise WealthTech solutions in North America

FusionIQ, a leading provider of digital wealth management solutions, and interVal, a prominent software provider for wealth management insights, have officially entered into a...

GeoWealth secures $18m in growth investment with BlackRock leading the charge

GeoWealth, a Chicago-based turnkey asset management platform (TAMP) and FinTech innovator, has successfully closed a significant funding round.

GeoWealth secures $18m from BlackRock to enhance RIA-focused tech platform

GeoWealth, a Chicago-based turnkey asset management platform (TAMP) and financial technology provider, today announced a significant $18m growth investment.

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