All articles by Refna Tharayil
Refna Tharayil
HSBC announces plans for new joint venture with Tradeshift
As part of this agreement, HSBC will make a $35 million investment into Tradeshift in two stages and will join its board
Treasury Prime partners with Academy Bank to offer embedded finance services to clients
Through the collaboration, the parties aim to fulfill the growing demand for flexible and scalable solutions which efficiently address the changing needs of businesses and customers
Padlock Investment Management to join Dorchester Wealth Management
Through the deal, Dorchester Wealth Management aims to broaden and deepen its investment management expertise as well as to expand its footprint in Ontario, Canada
Morgan Dempsey, Merchant partner to offer risk management capabilities to wealth managers
As part of the collaboration, both parties will expedite the adoption of risk-adjusted return methodologies within the wealth management industry
Einvestment rolls out new version of wealth management platform
Einvestment’s new version introduces a broader range of customizable settings, allowing investors to tailor their preferences through a wide range of controls
Zanders to acquire European risk consulting firm Fintegral
Through the acquisition of Fintegral, Zanders aims to bolster its delivery of extensive risk management solutions to customers worldwide
BPEA EQT completes $6.5bn merger of Vistra and Tricor
Through the merger, BPEA EQT aims to develop a global fund and corporate services platform with more than 9,000 professionals in over 50 jurisdictions
MIH consortium taps BlackBerry to advance next-gen EV development initiatives
The Foxconn-initiated group will leverage a portfolio of BlackBerry software and services to act as the safe and secure software foundation for its open EV platform with a unique modular design approach
Sanctuary Wealth welcomes Glomb Private Wealth from UBS as latest wirehouse team to join firm
With a combined experience of over 70 years in the industry, Glomb Private Wealth specializes in helping affluent families, successful executives and business owners navigate through life events and financial transitions
TIFIN and J.P. Morgan introduce fintech innovation platform TIFIN.AI
The new platform is designed to launch companies that provide business-to-business AI assistants for better wealth outcomes