Separately Managed Accounts: A Revolution for Wealth Management?
It is in this context that the comparison with the American SMA model becomes central: a nimble, digital, already operational, and profitable model.
FinTech
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SS&C Technologies to Acquire Calastone
The acquisition is expected to close in Q4 2025, subject to regulatory approvals. SS&C expects the acquisition to be accretive within 12 months and plans to fund the purchase with a combination of debt and cash on hand.
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale
SMA: An Opportunity for Wealth Management Growth in Italy
In Italy, and in Europe as a whole, the growth of Separately Managed Accounts has often been hindered by regulatory factors, but today this service presents itself both as the best solution to growing liabilities and as a driver for the development of the
Valour Digital Securities Ltd Becomes New Crypto ETP Issuer at SIX Swiss Exchange
With this launch, Valour Digital Securities Limited lifts the total number of listed crypto products to 451.
Cathay United Bank, Avaloq team up for onshore private banking in Taiwan
The partnership leverages Avaloq's core banking technology to enhance operational efficiency and client service.
WealthAi and MDOTM partner on AI tools for wealth managers
New partnership integrates MDOTM Sphere platform into WealthAi’s ecosystem, giving wealth managers access to AI-driven portfolio tools and automated reporting.
Wealth Data sold to fintech Padua
The acquisition follows a capital raise by Padua which raised $7 million, exceeding its $5 million target and supported by cornerstone investor Acorn Capital.
Why even conservative banks are increasingly relying on fintech solutions
The increasing trend toward mergers and restructurings is further reducing the number of banks and highlights the increasing difficulty for many institutions to compete.
Institutional investors, wealth managers and hedge funds are increasingly focusing on crypto as they expect it to outperform
Nearly three out of four (73%) of the institutional investors and wealth managers questioned expect a rise in digital asset fund launches in general this year with just 2% predicting a decline.
Cybersecurity: Pictet launches offensive for external asset managers
Now the traditional Geneva-based firm is taking its efforts a step further , as Alain Gallati, Market Head of Pictet Asset Services German-speaking Switzerland, explains in a finews.ch podcast .
Lombard Odier’s Tech Offensive
For functions such as payments and client reference data management, Lombard Odier deliberately uses market-standard solutions.