Managers of Wealth

SEI South Africa Achieves Level 2 B-BBEE Rating

Achievement Demonstrates Continued Commitment to South African Economic Empowerment

Julius Baer introduces new virtual onboarding system

Julius Baer has become one of the first wealth managers to introduce a guided digital onboarding solution for clients, including a complete video identification service.

A single, integrated end-to-end wealth platform

Holistic wealth management. Digitally enabled. Data driven

Withers: Privacy and cybersecurity in 2021

Unprecedented cyberattacks by cybercriminals and foreign state actors highlighted vulnerabilities in both the private and public sectors.

How Digital SBL Offers a Roadmap to Post-COVID Liquidity

Leverage, not liquidate.

Fintech : a guide to financial technology

In others, it involves introducing entirely new ideas and approaches, such as cryptocurrencies.

USU wins Liechtensteinische Landesbank as a new customer in the IT Management segment

The focus of LLB's collaboration with USU is the definition and mapping of the various IT services and the automated integration of the data into the monitoring system

Tech Nation Report 2021: Lifting the lid on how UK tech boomed in 2020

The UK is maintaining its lead as one of the world’s premier centres for tech of all kinds.

SS&C Launches Risk Scenarios-as-a-Service

SS&C Algorithmics’ first scenario analyzes COVID-19 risk with innovative stress-testing methodology

Creative Crypto: IP Implications of Selling Creative Works Tied to Non-Fungible Tokens

As the market heats up for art-related NFTs, buyers should be aware of limitations on their rights to use those works.

Former co-head of UBS Global WM launches fintech Spac seeking CHF 460m

A special purpose acquisition company backed by experienced market participant has launched an initial public offering on Euronext Amsterdam.

Digital Areas Needing the Greatest Change by David Wilson, Objectway

Looking at the customer lifecycle, lots of processes cause bottlenecks and delays.

IQ-EQ launches enhanced Global Private Debt & Credit Desk to meet growing demand

IQ-EQ's enhanced global offering supports managers and investors with increasingly complex debt strategies and gives clients a dedicated team of expertise across the full debt and credit spectrum.

Indigita and New Access partner to bring automated compliance controls to wealth management industry

The collaboration makes automated cross-border and suitability checks based on leading regulatory knowhow available in New Access’ award-winning suite of digital solutions.

Is your firm returning to the office? Insights & practical ideas for success

When soldiers return home from a deployment, there’s the elation that is often followed by a period of disruptive adjustment for service members and their families.

SEI's Collective Investment Trust Business Experiences Significant Growth

Target-Date Fund CITs Gaining Momentum, SEI's CIT Business Benefits from U.S. Retirement Market Trends

More than A Token Gesture – Tokenisation of Real Estate, Debt and PERE Funds

Real estate investment trusts (REITs) is one approach the markets took to solve some of these problems, they allow fractional ownership and in Asia are tradable on stock markets.

Crypto-assets and the OECD

The EU has also been taking an increasing interest in this area.

SS&C GlobeOp Hedge Fund Performance Index: February performance 2.40%; Capital Movement Index: March net flows advance 0.59%

Data is based on actual subscriptions and redemptions independently calculated and confirmed from real capital movements, and published only a few business days after they occur.

Bank Boardrooms Continue to Lack Technology Experience, Accenture Report Reveals

Only 10% of board directors at leading banks have professional technology experience; one-third of banks have no board members with technology experience

FinTech