Managers of Wealth

WealthTech Views RegTech Report: The view from Novastone

Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by Douglas Orr, Founder & Chief Executive Officer at Novastone

abrdn to acquire AI-powered wealth management solution

Exo Investing offers artificial intelligence powered investment technology, enabling every customer to create a unique portfolio built around their individual goals, risk profile and preferences.

Client engagement and the delivery of digital advice in the Asian wealth management market

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Damien Piper, Regional Director for Asia, InvestCloud Private Banking & Wealth

Standard Chartered UK to provide crypto brokerage services in Ireland

subsidiary. Both parent organizations have made significant investments in blockchain services in recent years.

London Law Firms Launch Global Crypto Fraud and Asset Recovery Network

Besides, the crypto phishing attackers have also attained scalability and sophistication.

Broadridge onboards UBS onto Distributed Ledger Repo platform

This partnership reinforces our overall digital strategy, leveraging new technologies aimed at reducing risk and improving efficiencies in the financial markets.

2 things are becoming apparent about crypto: Fidelity exec

A recent Fidelity Digital Assets survey found that around 70% of respondents intend to have an allocation to digital assets over the next five years.

There's Now a 'Lord of the Rings'-Themed Cryptocurrency Called 'JRR Token'

One crypto coin to rule them all.

Swissquote's Net Profit More Than Doubles

For the full year 2021, Swissquote is now targeting net revenues of CHF 465 million

From process enhancement to relationship building- the role of technology within wealth management

Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Sopnendu Mohanty, Chief FinTech Officer, Monetary Authority of Singapore (MAS)

InvestSuite’s StoryTeller solution wins “Most Engaging Digital WealthManagement Solution” in Wealth & Finance’s 2021 Fintech awards

Using a series of proprietary algorithms and narrative storytelling techniques, StoryTeller takes

Compliance – stringent regulations require a joined up and robust approach – a comprehensive platform meets that need

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Mark Buesser, Chief Executive Officer at IMTF

The Key to Designing Inclusive Tech

Building a brighter future for everyone with inclusive tech

Wealth Dynamix Wins 'XCelent Functionality Award' in New Wealth Management CRM Report

The award was revealed in Celent's CRM Platforms: North America Wealth Management report

Australia’s Newest Digital Bank Goes Live on Temenos to Champion Fairer, More Human Banking Experiences

The new digital bank was built on The Temenos Banking Cloud to disrupt the Australian retail banking market with fast, simple, fairer and more human banking

Swissquote Captures Financial Zeitgeist

Swissquote is one of the rare, owner-managed and at the same time listed success stories in Swiss banking; but what lies behind its success?

How technology can improve wealth management for HNWIs

Technology can help wealth managers streamline onboarding by automating data entry and compliance checks.

Rothschild-backed RIT co-leads funding for crypto platform Aspen Digital

This will fund the launch of the platform and its expansion to London

IBOR, ABOR and PBOR: What’s in a Name?

The IBOR goes further, providing users with broader, more granular and real-time views of performance and risk data.

Nutmeg launches 'wealth consultancy' service

The Wealth Consultants service was launched to help more people engage with financial guidance and advice, following a rise in demand during the pandemic.