Managers of Wealth

Forte Securities selects Axia for investment and custody operations

Forte Securities selected Axia platform as the core system for its custody services offering

Canoe Intelligence and SS&C team up

Canoe leverages a combination of industry expertise and advanced AI and machine learning techniques to eliminate the operational inefficiencies associated with alternative investment workflows.

InvestSuite joins Avaloq.one ecosystem

The company provides distinct automated investment products for private banks and wealth managers.

Oppenheimer & Co. Inc. Appoints Managing Director In The Technology Investment Banking Group

Berntzen joins Oppenheimer with almost thirty years of experience in strategic M&A advisory and corporate development across numerous technology verticals.

JBWere to continue using Praemium

The two initially partnered on client reporting and administration solution on JBWere's wealth management portfolios on in 2016.

Financial Services Firms Accelerating Technology Transformation to Navigate the Pandemic, New Broadridge Study Finds

38% of financial services executives expect the business recovery from COVID-19 to take one- to -two years

Web 3.0 and the return of privacy

Anyone old enough to remember life before the Internet became ubiquitous will be well aware of the many benefits it has brought.

Investment app Evarvest is teaching users the tricks of the trade

The investment space is attractive to many, but is also full of pitfalls and unexpected financial costs.

corfinancial inks partnership with technology consultancy

the software gives managers freedom within a framework to construct and manage portfolios in the context of risk, policy and mandate, so they achieve suitability whilst delivering control and transparency to management.

How fintech in finance has developed during lockdown, and what’s in store for the future By Saka Nuru, Intuit Quickbooks

A recent survey from Encompass Corporation even revealed that as many as four in 10 businesses were actually planning to scrap their banking provider due to slow services during Covid-19.

How Firms are Adjusting to their New Working Environment

They provide a range of services to private investors, trustees, charities, pension funds and institutional clients.

Digital WM launches think tank and names members

Kore Technologies is a blockchain focused software and infrastructure company.

First Swiss bank integrates with Europe’s largest crypto exchange

The bank announced a strategy to focus more on digital assets in June.

Digital Regulation Cooperation Forum set up in the UK

Six objectives for the DRCF have been specified by the authorities, including their intention to use the forum as a vehicle for informing regulatory policy, anticipating future developments and promoting innovation.

Member of the Month

"We carefully study new markets in which we wish to establish a foothold"

Life in a digital world – from offline to online

The Covid-19 lockdown experience has impacted our lives in a myriad of ways.

Ex-Banker Launches Wealth Tech Firm for Super-Rich Families

Wealth platform helps family offices manage their assets

Starting at Contemi UI/UX Design Team: An Insight from Caitlin Boyland

I started out learning how UI/UX currently exists at Contemi Solutions — Here I share my experiences of joining Contemi as a masters graduate and how I am now learning to steer the design helm.

Rise in venture capital backed tech in response to pandemic

The funds team at Ogier acts for a number of high profile VC managers and has significant experience in guiding managers through the establishment and regulation of highly successful VC funds.

Digital wealth manager hits £1bn assets under management

Despite the challenging market conditions and the impact of the coronavirus pandemic

FinTech