Managers of Wealth

Multi-Agency Collaboration Launched to Bolster Jersey’s Fintech Proposition

The initiative aims to bring new tech business to the Island

Geneva digital bank to launch investment platform with fractional shares

FlowBank’s pipeline is filled: In the coming weeks and months, the bank’s clients will be able to benefit from many more services

How Smart Technology Turned the Covid-19 Crisis into a Means for Digital Transformation

The digital assistant has determined what your week looks like by checking a variety of sources.

Platform launches to help advisers serve ‘more clients’

The firm says it wants to make financial advice affordable to the client and adviser to help provide “advice for all”.

Gazprombank (Switzerland) successfully trades Bitcoin for its clients and prepares for crypto payments with its Swiss partners

The new cryptocurrency solution builds on Gazprombank’s long-standing relationship with Avaloq

Double Win For Objectway Wealthtech Suite

Ahead of competition for Breadth of Functionality and Client Base

Fake Zoom invite cripples Aussie hedge fund with $8m hit

NSW police are investigating the matter as digital crime experts report a spike in attacks on hedge funds and private equity firms this year, as informal checks were weakened due to staff working at home as a result of the pandemic.

Client Stories: WH Ireland

SEI’s partnership with WH Ireland helped them to deliver change at pace and under pressure.

FCA digital sandbox launches with 30 firms

The Digital Sandbox pilot is aimed at trialling this environment, by providing support to products and services which are at an early stage of development.

Credit Suisse offers financial institutions more flexible data access

Credit Suisse is also considering introducing other APIs for financial institutions, including custodial accounts, account balances and invoicing.

Credit Suisse offers financial institutions more flexible data access

Credit Suisse is also considering introducing other APIs for financial institutions, including custodial accounts, account balances and invoicing.

Do the Affluent Respond to LinkedIn Messaging?

Digital marketing has exploded during the pandemic. Younger investors are more receptive to it than older ones.

Tokenisation - Getting Closer As We Enter 2021

At Calastone we ultimately think of tokenisation as something that standardises the representation of ownership and value

U.S. Bank Adopts SEI Wealth Platform

This news was first shared on SEI’s third-quarter 2020 earnings call.

Recalibrating wealth management through 4 Ps - products, platforms, participants, principles

With customers seeking to place a premium on all things digital / omnichannel, it has become an existential necessity for the industry to move away from archaic business models and explore the immersive realms.

Only 23% of Financial Advisors Have a Defined Marketing Strategy, According to Broadridge Study

Ninety-one percent of advisors agree that digital marketing has taken on a greater importance as a result of the pandemic.

Singapore Robo-Advisor Expands to UAE

The company said its launch is a «natural path to expand the firm into a thriving region.

Bitcoin Surges As Cryptocurrency Reaches An All Time High

Bitcoin has grown 40% since October, marking the highest valuation of cryptocurrency, a trend that is expected to stick around for the long haul.

Avaloq brings data science and AI to bear on wealth management

Avaloq Insight is built on an open, modular platform that minimizes complexity by integrating data input from various sources.

SS&C Announces 2H2020 SS&C Advent Product Updates

"Our continuous release schedule allows our clients to be more proactive and better positioned to take advantage of market opportunities."

FinTech