Managers of Wealth Americas

JP Morgan-backed US Trovata to launch in London and Amsterdam

California-based Trovata, which launched in 2019, helps companies aggregate bank balances and transactions through open banking technology.

Citizens Pay Recognized as “Best Innovation” from the 2022 Banking Tech Awards USA

The “Best Innovation” award was selected based on the criteria of a product, solution, or service that will define the future of banking and finance.

SEI Focuses on Aligning Talent to Drive Future Growth

The financial impact, which is not measurable at this time, will be included in SEI’s third-quarter financial results.

Pictet AM warns of recession within two years and backs web3.0

'Reconfigure the investment landscape'

Has JPMorgan become bitcoin's best friend?

A recent note from JPMorgan Chase suggested the bank realizes that bitcoin isn’t going anywhere. But what do the rent seekers really think?

Investment Solutions. Ready When You Are. Regions Bank Introduces InvestPath Digital Advisor

InvestPath further enables our financial advisors to offer a seamless customer experience to support our clients’ financial goals at all stages of life.”

Windward Management LP Chooses SS&C’s Front-to-Back Solution to Power Trading, Operations and Portfolio Accounting

The new start-up will leverage an institutional-grade solution to support growth strategy

Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients

Seeing the opportunity to address the growing demand for comprehensive financial planning and high touch service, Taylor Heininger and Hart Williams leave Bessemer Trust to form Cloud Capital with Seattle-based Venture Capitalist, Sean Sternbach.

Soros Fund Management CEO Is More Bullish on Ethereum Than Bitcoin

Fitzpatrick thinks the environmental impact will be an important feature in the future, and it could define which digital assets will pick up steam.

Crypto Just Had Its Lehman Moment. What’s Next?

Crypto investors confront hard truths in the wake of the Terra debacle. (Part of the crypto column series.)

Pathstone Acquires Fintech Firm Advisor Partners

The companies didn’t disclose the financial terms of the deal.

Arteria AI Announces Strategic Investment Co-Led By Citi SPRINT And BDC Capital

This investment co-led by BDC Capital, which helps develop high-growth businesses in Canada, also signals the launch of Arteria AI’s new regional bank offering.

Growing Number of Crypto Investors Seeking Second Citizenships

Investment migration programs complement cryptocurrency as they allow for further access to self-sovereignty, freedom of travel and, most importantly, access to becoming a global citizen.

Decision Intelligence Leader Quantexa Accelerates Growth by Achieving a 144% Net Retention Rate in FY2022

Beyond strengthening our presence in North America and Europe, it is also exciting to see Quantexa attract customers across the APAC region.

Leucadia Asset Management to invest in Illuminate Financial

Existing investors from Illuminate Financial Management’s previous funds will continue as additional anchor investors in the third fund, including JP Morgan, S&P Global and Deutsche Börse Group.

JPMorgan Says Bitcoin Is Now Undervalued by 28%

Last November, the cryptocurrency market valuation was more than $3 trillion and as of this writing it's $1.26 trillion according to CoinMarketCap.

Mambu partners Brim Financial for new digital banking offering

Toronto-based Brim Financial provides embedded banking and finance solutions

Bank of America boss Moynihan joins Lagarde in knocking crypto

Brian Moynihan, Bank of America CEO, told a journalist "no" when asked if the bank was missing out on the next thing by not making a major play in crypto.

Bank of America CEO Dismisses Crypto

While recognizing cross-border payments as a legitimate use case for cryptocurrencies, Moynihan said that stringent regulation prevents it from engaging with the nascent asset class.

BNP Paribas joins JP Morgan’s Onyx blockchain as it ramps up digital assets play

The bank traded its first intraday repo on the platform last week, becoming the first European bank to join the network.

FinTech