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WealthTech Weekly: July 29, 2022

Welcome to the news highlights of this week.

What’s going on: Envestnet picks the head of its ESG office and firms its integration with Docupace, TIFIN Wealth partners with Chalice Network, Atram teams up with additiv, InvestCloud joins forces with Dutch Rabobank, and Moonfare goes UAE as BlackRock’s rebranding raises questions. Let’s zoom in on it.


Big names, new names

Ron Ransom will consolidate Envestnet’s ESG efforts as Group Head of ESG. The newly appointed exec said that the new corporate framework would serve the benefit of all the company's stakeholders.

Read more here.

 

Docupace has entered a new stage of integration with Envestnet. The goal is to bring the advisory account opening process to the next level of ease.

Read more here.

 

TIFIN Wealth teams up with Chalice, a professional network of advisors. By gearing up its advisor folk with its investment and marketing solutions at a discount, TIFIN will expand in the community of 60,000+ users.

Read more here.

 

Atram, the Philippines’ largest wealth manager, partners with additiv to power personalization with its orchestration engine.

Read more here.

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InvestCloud’s tech will make personalized life plans accessible at Dutch Rabobank. New options will be accessible to both retail and private clients.

Read more here.

 

German platform Moonfare expands into UAE, one of the most exuberant private capital spots, to reach local individual investors.

Read more here.

The question

How much of ESG is in ESG funds? This question enters headlines as the media spotlight BlackRock’s repetitive fund rebranding. Careful inspection reveals that oil and gas somehow still spill into the sustainable stakes.

Read more here.

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Svietoslava Myloradovych avatar
Svietoslava Myloradovych
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