Managers of Wealth

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

Fidelity partners with Berlin fintech for private markets push

Moonfare oversees around €500m on its platform and will provide Fidelity's clients access to private market strategies

Temenos Recognized for its Excellent Sustainability Performance in the S&P Global Sustainability Yearbook 2021

Temenos receives the Bronze Class distinction for its excellent sustainability performance

KPMG identifies accelerated digital adoption as key to wealth management momentum in Asia Pacific

Industry targets tech-savvy younger generation in Hong Kong and mainland China

Institutional investors and wealth managers plan to increase exposure to bitcoin

When asked why they think professional investors will increase their exposure to cryptocurrencies, the main reason given was anticipated growth in valuations – highlighted by 56 per cent of those surveyed.

StashAway: Investing and wealth management in the new normal

A seasoned veteran of the European robo-advisory market, he too shared an interest in a different investment model because of his own experiences.

Herbert Smith Freehills Unveils New Ediscovery Platform

The platform provides demand-driven scalability, high speed data transfers and processing capabilities designed to handle large data volumes.

85% of Wealth Managers Who Hold Bitcoin Plan to Buy More

New research found that a majority of institutional investors already holding Bitcoin plan to increase their exposure to the asset.

Digitising Wealth Management for Tangible Customer and Shareholder Value

Our customers want to grow their client base reaching digital savvy people

Fortu Wealth taps Currencycloud for cross-border payments

The partnership represents the latest development on Fortu’s journey to revolutionize the worlds of private banking and wealth management.

Robo-advisors: the future of wealth management

Using algorithms to deliver tailored solutions, robo-advisors make investment affordable

WeLab moves into WealthTech space on Allianz investment

As part of the new financing, WeLab Bank intends to enter the digital wealth management and insurance market through a working alliance with Allianz Global Investors.

FinTech