Acorns rolls out socially responsible investment portfolio
Micro-investing app Acorns has introduced a new sustainable investment portfolio, dubbed Emerald Portfolio, which meets environmental, social and corporate…
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Prasad
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Lockwood Advisors rolls out new investment portfolios
Lockwood Advisors, an affiliate of BNY Mellon, has launched a new investment solution known as Lockwood/American Funds Core Portfolios,…
ByIOOF to buy National Australia Trustees from NAB
Australian financial services provider IOOF has agreed to acquire National Australia Trustees (NATL) from National Australia Bank (NAB) for…
ByBank Vontobel taps Appian for digital overhaul
Switzerland-based Bank Vontobel has selected Appian, a US-based software developer, to execute its digital transformation strategy across all business…
ByBNY Mellon names new global head for hedge fund services
The Bank of New York Mellon (BNY Mellon) has appointed Peter Salvage as new global head of hedge fund…
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UBS taps FinChat to facilitate secure social chat between clients and advisers
Swiss private banking giant UBS has partnered with FinChat, a Singapore-based technology provider, to offer secured social chat communication…
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Calastone completes blockchain POC test for mutual funds trading
British funds transaction network Calastone completes first phase of blockchain distributed market infrastructure proof-of-concept test for the trading of…
ByMason Baxter to expand wealth management operations in Asia Pacific region
Chinese investment management firm Mason Baxter is planning to expand its wealth management operations in Asia Pacific to increase…
ByHong Kong’s Private Wealth Management Association adopts fairness charter
Private Wealth Management Association (PWMA) has adopted Treat Customers Fairly Charter for private wealth management industry. PWMA developed this…
ByChinese wealth manager CreditEase opens new Singapore office
CreditEase, a China-based wealth management firm, has opened a new office in Asia Square Tower in Singapore. In October…
ByTai United receives registered fund management company status in Singapore
The Monetary Authority of Singapore (MAS) has approved Tai United Asset Management, a subsidiary of Tai United, as a…
ByAon Australia taps SuiteBox to enhance customer experience
Aon, a UK-based professional services company, has joined forces with financial technology provider SuiteBox to introduce its digital client…
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