WealthTech Weekly: July 29, 2022

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.

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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.

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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.

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

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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.

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

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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.

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