CA-INVESTCLOUD
1.3.2023 14:18:01 CET | Business Wire | Press release
InvestCloud, the global leader in digital transformation for the financial industry with over $6 trillion in assets, today announced partnerships with leading asset managers, AssetCo and Westwood Group to innovate the digital distribution of financial products and strategies. Launching in the US initially, the partnership lays the foundation for both AssetCo and Westwood to tap into new markets through the InvestCloud platform’s global reach.
The partnership will see the investment strategies and financial products of AssetCo and Westwood distributed digitally via the InvestCloud Financial Supermarket (FSM)™ to financial advisors throughout the United States, starting this year. This includes the subsidiaries and associates of AssetCo—namely, River and Mercantile, SVM, Saracen, and Rize ETF.
Campbell Fleming, CEO of AssetCo, said: ”This is a time of dynamic change for AssetCo. Our partnership with InvestCloud plays a pivotal role in our transformational strategy in the US as we engage in a digital partnership to align ourselves with investors preferences of the future. We chose to partner with InvestCloud because of the quality of their digital capabilities and their global distribution. InvestCloud’s Financial Supermarket™ is a hugely innovative approach and very attractive for AssetCo and our operating companies as we support our growth strategy. InvestCloud’s digital approach to distribution will provide us with a highly efficient way for our products to reach a global audience. Through InvestCloud’s brilliant approach to data and their Digital Warehouse™, AssetCo will also attain key data insights on our strategies and our distribution across our markets, which will provide tremendous insights to serve our clients better.”
Brian Casey, CEO of Westwood Holdings Group, said: “Partnering with InvestCloud will transform the way we distribute financial products, opening up new channels and markets to reach more customers. This will help propel our growth, and in turn enable clients and advisors to more easily discover the products which best match their investment needs. We’re excited to be part of this digital revolution for financial products and portfolio construction.”
InvestCloud’s Financial Supermarket (FSM)™ will enable advisors to search for and select the best products for their clients, using industry-leading digital search capabilities and access to a multitude of virtual products, all in one digital location. The technology will also provide both AssetCo and Westwood with pace-setting data analytic capabilities to understand which products and content are resonating with specific segments.
AssetCo acquired River and Mercantile in June 2022. The partnership offers AssetCo an opportunity to quickly scale this business into the US marketplace.
Alex Hoctor-Duncan, CEO of River and Mercantile, said: “We are well aware of the potential opportunities in the US and believe our tailored strategies will be very successful through our partnership with InvestCloud. It’s an exciting new initiative, reinforcing our belief that as a dynamic boutique we can move with the times and change as the investment landscape changes. InvestCloud offers best-in-class digital distribution, with particularly powerful reach in the US, and we look forward to a very successful partnership.”
John Wise, CEO of InvestCloud, said: “We are excited to be partnering with two industry pioneers in Martin Gilbert and Brian Casey and their teams to transform the way financial products are distributed. InvestCloud has built the industry’s leading digital transformation platform with over $6 trillion in assets, and we continue to invest in innovation of the financial sector with our development of the Financial Supermarket™. These partnerships will offer tremendous distribution opportunities, with the potential to leverage over 400 wealth management firms with over 20 million investor accounts currently on InvestCloud’s global platform. We are confident that following our success together in the US, we will continue to drive growth by partnering with AssetCo in other key global markets.”
About InvestCloud
InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding suite of modular apps, resulting in powerful products including Communication (client portals, advisor portals, mobility and more), Planning (goal-based, cashflow, digital advice, proposals and more), Shopping & Selling (digital marketplace for financial products) and the App Library (IBOR, ABOR, performance and more). Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore, Tokyo and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.
InvestCloud’s clients today include over 150 asset managers, over 400 wealth managers and over 140,000 individual financial advisors. In North America alone, InvestCloud has eight of the top ten US banks and seven of the top ten US managed account sponsors.
For more information on InvestCloud, please visit www.investcloud.com
About AssetCo
AssetCo is a UK asset and wealth management business primarily involved in acquiring, managing and operating asset and wealth management activities and interests, together with other related services. The strategy principally focuses on making strategic acquisitions and building organic activities in areas of the asset and wealth management sector where structural shifts have the potential to deliver exceptional growth opportunities. This could include strategic acquisitions of undervalued asset and wealth management businesses which have core capabilities that play to these structural shifts and where active management can unlock value. Today, capabilities across the group include a listed equity businesses specialising in UK, European and Global assets, a private markets division focussed on UK Infrastructure, a sustainable thematic ETF business and a significant stake in a leading digital wealth management platform.
For more information on AssetCo, please visit www.assetco.com
About Westwood Holdings Group, Inc
Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in distinct investment capabilities: U.S. Value Equity and Multi Asset, which includes Asset Allocation, Real Assets and Tactical, and are made available through separate accounts, the Westwood Funds® family of mutual funds and other pooled vehicles. Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol “WHG.” Based in Dallas, Westwood also maintains offices in Houston and San Francisco.
For more information on Westwood, please visit www.westwoodgroup.com
To view this piece of content from cts.businesswire.com, please give your consent at the top of this page.
View source version on businesswire.com: https://www.businesswire.com/news/home/20230301005597/en/
About Business Wire
Subscribe to releases from Business Wire
Subscribe to all the latest releases from Business Wire by registering your e-mail address below. You can unsubscribe at any time.
Latest releases from Business Wire
Enry’s Island Unveils “Enry’s Island Adventures”: Venture Capital Becomes a Videogame and Launches the “Strap” Movement on Kickstarter3.4.2026 09:47:00 CEST | Press release
Gaming, finance, and lifestyle merge to democratize the startup ecosystem: Enry’s Island opens 2026 applications for game development studios seeking more than just capital. Enry’s Island SpA (WBAG: EIOS), the world’s first publicly traded Venture Builder, today announced the upcoming Kickstarter launch of Enry’s Island Adventures (EIA), developed by its New York-based portfolio company, Enry’s Island Adventures LLC. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260402548535/en/ The game is designed to make venture capital accessible to new generations, transforming startup creation into an engaging and social gaming experience. After three years of R&D, EIA introduces a "bleisure" model (business + leisure): players learn to launch and manage startups through gameplay that includes real business KPIs, a customizable and evolving personal island, synchronous and asynchronous multiplayer modes, social events, and community-d
SES Announces Results of the Annual General Meeting2.4.2026 16:49:00 CEST | Press release
SES (the “Company”) held the Annual General Meeting (“AGM”) of Shareholders today in Betzdorf, Luxembourg. Following the recommendations made by the Board of Directors of SES, the shareholders have voted in favor of all resolutions, including the Company’s 2025 annual accounts and the proposed annual dividend of EUR 0.50 per A-share (EUR 0.20 per B-share). The total dividend amount comprises the interim dividend of EUR 0.25 per A-share (EUR 0.10 per B-share), which has already been paid to shareholders on October 16, 2025. The final dividend of EUR 0.25 per A-share (EUR 0.10 per B-share) will be paid to shareholders on April 16, 2026. “I would like to sincerely thank our shareholders for their active engagement, visionary support and continued confidence in SES’ strategy,” said Adel Al-Saleh, CEO of SES. “The outcomes of today’s AGM underscore our shared commitment to a bold multi-orbit approach, with Medium Earth Orbit as the strategic backbone of a dynamically evolving global interco
Andersen Consulting styrker sine kompetencer med tilføjelsen af Lukkap2.4.2026 16:31:00 CEST | Pressemeddelelse
Andersen Consulting tilføjer samarbejdspartneren Lukkap, et konsulenthus med fokus på oplevelsesdrevne kompetencer, der er tilpasset kundernes skiftende behov inden for transformation af medarbejdere, kunder og det digitale område. Lukkap, der blev stiftet i 2009 og har hovedsæde i Spanien, leverer integrerede løsninger, der hjælper organisationer med at transformere, hvordan de betjener kunder, engagerer medarbejdere og frigør værdi gennem adfærdsindsigt og dataanalyse. Virksomhedens tværfaglige tilgang spænder over nytænkning af kunderejsen, effektive programmer for medarbejderoplevelser, talent- og ledelsesudvikling, prædiktiv analyse samt omfattende outplacement- og transitionsydelser. Lukkap arbejder på tværs af sektorer — herunder sundhedsvæsen, medicinalindustri, forbrugsgoder, detailhandel, finans og bankvæsen — for at opbygge menneskecentrerede strategier, der skaber målbare forretningsresultater. "Ved at kombinere vores erfaringsdrevne metode med Andersen Consultings globale
Forrester: Three Years Into GenAI, Enterprises Are Still Chasing Its True Transformative Value2.4.2026 16:00:00 CEST | Press release
Low AI fluency, uneven adoption, and marginal productivity gains are limiting enterprise-scale impact According to Forrester’s (Nasdaq: FORR) latest report, Accelerate Your AI Voyage, most enterprises are struggling to turn growing AI adoption and investment into measurable business impact. One of the key factors holding businesses back is low artificial intelligence quotient (AIQ) — Forrester’s measure of AI aptitude — with many employees lacking a clear understanding of how to use AI. Other barriers include an overemphasis on productivity-focused use cases, difficulty measuring impact, and siloed adoption within individual functions. While these challenges can leave firms frozen in doubt or indecision, the wait-and-see approach to AI adoption is no longer viable. To unlock AI’s full potential, organizations need to focus on four key areas: Define the business outcomes and success metrics for what they want AI to achieve; identify specific use cases for AI deployment aligned to those
The LYCRA Company Announces Strategic Partnership on Renewable LYCRA® Fiber2.4.2026 15:00:00 CEST | Press release
Agreement with Texhong Advances Sustainable Fiber Applications The LYCRA Company, a global leader in innovative and sustainable fiber solutions for the apparel and personal care industries, today announced the signing of a strategic partnership agreement with Texhong International Group Limited (“Texhong”), one of the world’s largest suppliers of core-spun cotton textiles. Under the agreement, Texhong will exclusively partner with The LYCRA Company to bring Renewable LYCRA® fiber made with 30 percent plant-based content* to China’s core-spun yarn sector. This collaboration aims to accelerate the adoption of bio-derived spandex across the global apparel and textile industry. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260402505834/en/ The LYCRA Company announced a strategic partnership with Texhong International Group for renewable LYCRA® fiber. Pictured at the signing ceremony held in Shanghai (left to right): Jason Wang,
In our pressroom you can read all our latest releases, find our press contacts, images, documents and other relevant information about us.
Visit our pressroom