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Germany's Metzler Bank to implement AI LLM models from Unique

Unique AG, an award-winning company specializing in AI-driven solutions for financial services, is thrilled to announce a new partnership with with the Frankfurt-based bank B. Metzler seel. Sohn & Co. AG (Metzler), the oldest German private bank in continuous family ownership at 350 years old.

/wealth

ABN Amro's Bux collaborates with State Street to provide access to SSGA SPDR ETFs

BUX, one of Europe’s leading neo-brokers, today announced a new collaboration with State Street Global Advisors (SSGA), the asset management business of State Street Corporation with $4.7 trillion asset under management.

/wealth

Goldman Sachs creates capital Solutions Group

The Goldman Sachs Group, Inc. (NYSE:GS) today announced several actions to better serve corporate and investor clients and grow its business in private credit, private equity and other asset classes.

/wealth

Fasanara launches tokenized money market fund on Polygon

Fasanara Capital Ltd (“Fasanara”), a London-based institutional investment manager and global leader in digital finance with over $4 billion in assets under management, has launched its first tokenized Money Market Fund, the “Fasanara MMF Token” (“FAST”), held on the Polygon PoS (Proof of Stake) public blockchain.

/wealth

WiseAlpha introduces high-yield corporate bond ISA for retail investors

WiseAlpha, the pioneer of Fractional Corporate Bonds, has unveiled the UK’s first-ever dedicated High-Yield Corporate Bond Innovative Finance ISA (IF ISA).

/wealth

Oxford Risk introduces retirement income suitability software

Increasing regulatory scrutiny of retirement advice in the wake of last year’s thematic review (TR 24/1) has thrown down a challenge to advisers grappling with how best to demonstrate and evidence suitability.

/wealth

Black Komodo Investments unveils AI-powered wealth platform for retail invvestors

Black Komodo Investments, a growing homegrown wealth management company specializing in high-net-worth individuals (HNWIs), has recently unveiled Ceparcs - a revolutionary AI-powered platform devised to help retail investors leverage professional-grade investment tools and data-backed investment strategies.

/wealth

Avenir and the lang cat forge partnership for smarter financial reporting and compliance

Avenir, a leader in AI-driven financial reporting in the UK, and the lang cat through its reg-tech Analyser software, today announce a strategic partnership to support financial advice firms with more efficient reporting.

/wealth

Allfunds appoints Sebastian Henrichs as senior advisor to drive growth in Germany and Austria

Allfunds (AMS: ALLFG), a leading B2B WealthTech platform for the funds industry with €1.5 trillion in assets under administration, offering fully integrated solutions for both Fund Houses and Distributors, today announces Sebastian Henrichs as Senior Advisor to accelerate growth in Germany and Austria.

/wealth

Finhaat to launch tech-driven wealth platform for Indian distributors and consumers

Finhaat, a financial product delivery platform is now set to expand its financial services portfolio with the launch of Finhaat Wealth, a tech-driven wealth management platform for distributors and end users.

/wealth

Wealth management group GSB hires COO

Global wealth management group GSB has hired Hugh Johnson as Chief Operating Officer of GSB, based in the company’s London office.

/wealth

Thistle launches migration tool with in-built compliance for platform switching financial advisers

With over a third of financial advisers in the United Kingdom having changed one or more of their preferred platforms in 2023, and compliance burden the toughest challenge for over 80% of advisers, wealth management firms will continue the quest for quality service and adaptable technology in 2025, says Thistle Initiatives, the award-winning financial services compliance company.

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