Managers of Wealth

Quilter Financial Adviser School to offer digital courses

All Level 4 training materials have been moved online, supported by videos, voice overs and questions to check understanding.

Bitcoin is not ready to go mainstream for these 3 reasons, the world's largest wealth manager warns

In a note on Tuesday, UBS' Mark Haefele gave these three reasons why investors should practice caution before speculating in bitcoin.

SS&C GlobeOp Hedge Fund Performance Index

The SS&C GlobeOp Hedge Fund Performance Index is transparent, consistent in data processing, and free from selection or survivorship bias.

BNY Mellon Forms New Digital Assets Unit to Build Industry's First Multi-Asset Digital Platform

The cross-functional, cross-business team, which will be led by Mike Demissie, head of Advanced Solutions at BNY Mellon, is currently developing a client-facing prototype that is designed to be the industry's first multi-asset digital custody and adm

SIX adds wealth management APIs to the b.Link Open Banking platform

Sending a strong signal to international open banking competitors

The new administration and its impact on cryptocurrency and digital assets in 2021

27% of institutional investors in the U.S. hold crypto-assets

Has the pandemic accelerated digital transformation?

A more conversational approach to even simple automated tasks can put the human touch – and a premium service level – at the heart of the next generation of digital wealth tools.

The changing face of operational risk

The risks facing financial services players are multiplying and evolving. Creating a dynamic and proactive risk culture is essential to prevent serious losses.

Peru & Partners supports successful first close of Lauxera Capital's debut HealthTech fund

Lauxera Capital Partners is a new, independent investment firm focused on facilitating growth in healthcare companies.

AutoRek selected by the UK Government’s Department for International Trade to showcase best in British innovation

AutoRek was chosen following a highly competitive recruitment process.

Tesla bet sparks bitcoin surge

While Tesla appears to be making a serious bet on bitcoin, Musk has seemed more preoccupied with its jokey, meme-ified sibling Dogecoin.

Three trends that will drive fintech growth in 2021

Increased demand for access to alternate financial services and sustainability set to join health and hygiene as top-of-mind issues for fintechs in 2021

Vontobel issues two new Bitcoin tracker certificates

This opportunity to invest in new Bitcoin tracker certificates will enable investors to seamlessly continue their existing participation in Bitcoin.

Challenger Banks - Meeting your Regulatory Obligations

The need to access and control data in real time has increased and reporting accurately has become more critical than ever.

Broadridge Launches New Multi-asset Post-trade Processing Solution to Save Brokers Time and Money

Market-ready, all-in-one approach for post-trade processing cuts cost, simplifies implementation and support

Succession Wealth teams up with tech company

In a bid to tackle ‘one of the biggest challenges for adviser firms’

British Airways to trial Verifly digital health passport

The carrier will be the first in the UK to trial the use of a mobile health passport for customers travelling from London

Cognizant revenues fall into negative; subdued guidance for 2021

The quarter also took a 120bps impact from the exit of certain content services.

Palantir Poised for Swiss Move as Europe Hub

The U.S. data security firm is reportedly planning to build its European hub in a Swiss tax haven.

Embracing Digital in 2021

The technology research firm, Celent further bore this out in its Wealth Management Technology Forecast 2020-2023.

FinTech