Managers of Wealth

Italian WM tech firm opens Zurich branch

Prometeia aims to become the ideal partner for Swiss financial institutions looking to transform their wealth management technology and processes

Ride-hailing firm preps wealth solution

Grab’s micro-investing offering will make use of funds managed by Fullerton Fund Management and UOB Asset Management.

SS&C Technologies Expands Footprint in Greater China

Bank of Communications Trustee chooses SS&C Geneva® as fund administration partner

Swiss Private Banking's Feckless Apps

This leaves private bankers without the still rosy growth prospects they had previously enjoyed.

Prometeia opens branch in Zürich to consolidate presence in the Swiss market

In Switzerland the presence of Prometeia is growing rapidly, through the offering of personalized, customer-centric, omni-channel front office and data analysis services.

BlueCrest Capital Management Transitions to SS&C for Multi-Asset Execution Management

Alternatives manager chooses SS&C Eze for reliability and support

Bank Cler to launch crypto services and hires digital assets head

Waltmann added that BKB is interested in cryptocurrencies.

Nutmeg introduces Open Banking payments

Open Banking payments use banks’ APIs to initiate a transfer from one account to another.

Moneyfarm looks to super-charge its partnership model with new Fabrick APIs

A push further into the world of B2B2C for the digital wealth manager.

Refinitiv acquires Advisor Software

Acquisition of Advisor Software Inc. further enhances Refinitiv’s digital assets with digital portfolio analysis and advisory capabilities.

Bitcoin's Hedge Fund Sharks Are Swimming With The Whales

Cryptocurrencies are tempting Wall Street traders, but this is still a pretty bonkers market subject to the whims of a small band of big investors.

UBL (Switzerland) selects OLYMPIC Banking System

The bank has decided to use the SaaS solution from the OLYMPIC Banking System deployed with ERI’s outsourcing partner ITpoint Systems AG.

IBM Report: Compromised Employee Accounts Led to Most Expensive Data Breaches Over Past Year

Customer Personal Data Exposed in 80% of Breaches Analyzed; AI and Automation Significantly Reduce Costs

Global internet companies: Set for a quantum leap

The Covid-19 pandemic could have a lasting impact on the way we live and interact.

Channels don’t tell you enough about advisor business models

Asset management firms can best determine these needs by undertaking extensive collection and tracking of data from all touchpoints with an advisor.

New Report Reveals Keys to Better Serving Investors and Recovering Class Action Funds

The fund manager will take from almost all investment classes and products to pursue his strategy.

Wealth Managers Name Greenfield Digital Banking as Top Innovation Strategy

Building a greenfield fintech company ranked fourth, with about 17% of global banking executives pursuing the strategy.

SS&C Technologies Earnings and Revenues Beat Estimates

The past five months has presented unique challenges, both professionally and personally

SS&C Technologies Helps Vitra Gestão De Patrimônio Ltda Streamline Portfolio Management

Brazilian asset manager will use Advent Portfolio Exchange® to manage multi-currency, multi-asset portfolio

FMS.next enriched for full automation in the loan origination and microlending process

The solution is already used by established European companies that enjoy the benefits derived from a complete offering.

FinTech