Managers of Wealth

Broadridge Next-Gen Technology Adoption Survey

Firms are now shifting priorities based on the benefits achieved to date.

A Future-Oriented Choice: First ETF on the New ESG Indices from SIX

Just a few days after SIX launched new sustainability indices for equities and bonds, UBS lists the first ETF on the SPI ESG Weighted Index on the Swiss Stock Exchange.

Six Strengthens ESG and Alternative Data Offering with Investment in Orenda

Orenda delivers real-time, high frequency ESG scores and insights into a company’s reputation to help measure the sustainability and societal impact of an investment.

Public and Private Money Can Coexist in the Digital Age

Today’s world is characterized by a dual monetary system, involving privately-issued money—by banks of all types, telecom companies, or specialized payment providers—built upon a foundation of publicly-issued money—by central banks

New CREALOGIX survey reveals retail banks' "hot topics"

What are the "hot topics" in terms of trends and technology? And what solutions are banks looking for to grow through digital innovation?

SS&C GlobeOp Forward Redemption Indicator

SS&C GlobeOp Forward Redemption Indicator: February notifications 2.37%

Why Famtech Will Become a Major Trend in the Coming Years

People with more social connections were better equipped to deal with the challenges of lockdown.

How DLT & Blockchain is shaping the future of wealth & asset management - the view from Sygnum Bank

Sygnum operates an independently controlled, scalable and future-proof regulated banking platform

Broadridge Launches Wealth Lending Network Marketplace

New offering with The Bancorp extends market access to Securities-Based Lending

Bitcoin is increasingly 'cultist' and supported by 'magical thinking', says Barclays wealth investment chief

Hobbs also said a rise in interest rates could dent the world's biggest cryptocurrency.

Netwealth cash margin could squeeze

With bank profits recently under pressure and limited competition for deposits, the risk of ANZ renegotiating the cash rate +95bps they paid NWL is rising.

FNZ continues fight over blocked merger

FNZ has defended its position and why the deal should go ahead after the Competition Appeal Tribunal referred the matter back to the CMA so it could reconsider its decision.

Avaloq receives award for Best Integrated Front Office Solution at the Asian Private Banker Technology Awards

Avaloq, a global leader in digital banking solutions, core banking software and wealth management technology, has won the Best Integrated Front Office Solution award at today’s Asian Private Banker Technology Awards.

Coronavirus vaccine passports: What you need to know

Digital tools to certify immunity from Covid-19 could help ease lockdowns, but raise equality and privacy concerns.

Acumen-net: Major functionality upgrade supporting multi-cloud environments

Acumennet is continuously enriched to accommodate the evolving market trends for cloud-agnostic operations.

Crealogix: What is digital user experience and how can it benefit wealth management firms?

Interview with Kim Woodhall

Netwealth boosts profit, FUA

The average account size increased to $440,000 as at 31 December 2020, with the average annualised platform revenue per account increasing 6.5% to $1666.

aperture launches “Market Map for Wealth Management Software”

The Market Map is a new software evaluation methodology designed to assess the key criteria for systems in the digital age.

Family office founder on dealing with next-gen clients

Digitalisation will not fully replace human beings, according to François Mollat du Jourdin, chairman and founder of Geneva family office MJ&Cie.

Goldman Sachs unveils Marcus Invest robo-adviser in consumer push

Marcus Invest offers individual and joint investment accounts, as well as three types of individual retirement accounts, the bank said.

FinTech