Managers of Wealth

Refinitiv Wealth Management Report – ‘Redefining Investor Data Needs’ – Highlights the Growing Needs of Self-directed and Advisory Clients

The study finds that self-directed and advisory clients’ needs are rapidly changing.

Forrester report reveals top emerging technologies in banking in 2021

Banks, cites the report, are set to bet big on "hot" technology investments such as CX and openness

Praemium International and Allfunds ink distribution agreement

Users will benefit from multi-currency offerings and access to offshore funds

SEI Reports Fourth-Quarter 2020 Financial Results

SEI Investments Company today announced financial results for the fourth-quarter 2020

BlackRock-backed robo-adviser to close UK consumer platform

Scalable is one of the largest of a group of so-called robo-advisers in Europe which offer wealth management tools online and at relatively low cost.

Scalable Capital latest robo to shut UK wealth business

The EU-headquartered robo-adviser is closing its UK wealth arm.

Digitising the Investment Proposal Process

Van Lanschot Kempen further digitises its investment advisory business in the Private Bank by introducing Objectway’s component for Digital Investment Proposals.

The future of wealth management

As a result, wealth management clients are ready for more support throughout their family’s financial lives.

Avaloq introduces consulting firm d-fine as a Special Service Partner

Frankfurt-based d-fine joins Avaloq’s global partner network to strengthen the leading digital banking solutions provider’s implementation capabilities.

Farther Finance Launches Category Defining Wealth Management Tools

New Platform Combines Latest in Tech, Data, and Financial Advice to Create the First Financial Services Platform That Makes The Private Bank Experience Accessible

Digital Wealth Manager Now Managing $1B in Client Assets

StashAway noted that its investment portfolios generated annualized returns ranging anywhere from 16.5% for its greatest risk portfolio to 4.3% for its lowest-risk portfolio since it began offering financial management and investment services in July 2017

Segment of One – the ultimate in customer personalisation

Financial institutions can use Conversational Banking to communicate digitally with their customers and ensure a ’segment of one’ narrative across all channels.

Crypto firm and Avaloq team up to offer crypto asset trading

With this leadership in digital assets for the finance sector, Crypto Finance and Avaloq are empowering financial institutions to offer a seamless digital experience for retail banking, wealth management, and more.

Bordeaux-based Elwin raises €2 million to scale up its wealth management solution

The Bordeaux-based fintech is aimed at savings professionals and more specifically brokers.

Carey Olsen advises CoinShares on launch of exchange-traded Bitcoin product

The ETP programme is operated by CoinShares Digital Securities Limited, a wholly owned company of CoinShares Group.

SS&C GlobeOp Forward Redemption Indicator: January notifications 1.78%

SS&C GlobeOp’s Forward Redemption Indicator for January 2021 of 1.78% reflects lower redemption notices than the 2.26% reported a year ago,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.

SS&C Expands Eze Investment Suite to Provide Unmatched Productivity, Flexibility and Scalability

James Griffin to Lead Global Sales as SS&C Eze Continues Expansion

Cryptos Won’t Work as Actual Currencies, UBS Economist Says

There is no such mechanism for switching off supply on most cryptocurrencies, and therefore their value can slide -- leading to a collapse in spending power.

FinTech positioning for a re-opening in 2021

This environment calls for selective stock picking and a disciplined valuation approach.

What differentiates FinIQ, its target wealth managers, client types and the benefits of its offering

Thanks again to Mahesh for providing his time and insights!