Managers of Wealth

Sustainability, fintech and digitization among 2021’s wealth management trends

The volumes of assets under management rise, while profit margins decline because of a more challenging business environment.

Elon Musk says Tesla’s cars can now be bought with bitcoin

Tesla bought $1.5bn of bitcoin in February sending the price of the cryptocurrency surging

Broadridge Next-Gen Technology Adoption Survey

AI, blockchain, the Cloud and digital—The ABCDs of Innovation —are driving strategic transformation.

Expansion Puts Alternatives at a Technology Crossroads

One-third of private equity firms are branching into real estate, real asset and venture capital funds.

Amundi warns bitcoin in for ‘brutal’ price correction as regulation hits

Amundi has no plans to offer clients crypto options in the near future

Global Impact of SRD II and Lessons Learned Highlighted in New Whitepaper from Broadridge

Today Broadridge launches its latest industry whitepaper on SRD II.

Ikigai Wealth Management Launches in the UK

There’s a growing number of young and affluent people who are currently overlooked by banks of all sizes and platforms.

Open Finance: SIX and Swisscom Join Forces

SIX and Swisscom want to facilitate the use of open finance

Refinitiv expands its Digital Investor solution with ‘Wealth Connect’

New collaboration capability aids the digital transformation of wealth management firms and advisors.

QUO launches new web solution for sell-side distribution to private bank and wealth management clients

The ease and speed follow on from the banking sector’s push to encourage more clients into digital workflow solutions.

Canadian Wealth Management Falling Behind Global Digitalization Trends

Fast forward to the last year of remote-first operations and the pandemic has put a defibrillator on the heart of digital transformation in finance.

Broadridge Partners with AccessFintech to Transform Resolution of Settlement Fails

Collaborative workflow solution powered by Broadridge's post-trade data provides operational efficiency, risk reduction and cost savings for sell side

Profile Software acquires leading financial software company in the Nordics

The agreement was signed in Stockholm

Bitcoin – Luxury Product as Part of a Family’s Heirlooms?

As more investors clamour for Bitcoin and its price increases, can it form a part of a family’s portfolio, passed down from generation to generation?

Cedrus Group to Launch a New Office in Zurich

The new office will further enhance the group's presence in Europe

The Wealth Mosaic has released its first US Wealth Technology Landscape Report

The report is based on The Wealth Mosaic’s fast-growing website and will be updated and released annually.

Contemi Solutions Awarded Bronze Medal for Its Sustainability Efforts

The leading FinTech provider recognized by world's most trusted business sustainability assessments provider.

Broadridge Expands European Fund Regulatory Reporting Capability

The Broadridge and Virtu offering will provide a more efficient and comprehensive solution for asset managers to disclose transaction costs as they fulfil MiFID II and PRIIPs fund reporting requirements

Increase profits and decrease costs: It’s time for automation to take centre stage in UK wealth management

Nigel Armstrong, Head of Wealth and Asset Management at Blue Prism says that digitization though robotic process automation has so much to offer the wealth management industry

The best ideas win: 35 years of SS&C Technologies

Among the organizations relying on SS&C are: nine of the top ten prime brokers, 75 of the top 100 hedge funds, and all 20 of the largest asset managers.