Managers of Wealth

Digital Wealth by CREALOGIX

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Bank of America exposes ‘bitcoin’s dirty little secrets

Bitcoin is extremely volatile and does not offer strong inflation protection or diversification benefits, it said in a report.

SEC Risk Alert: Digital asset securities

For national securities exchanges, the Division will review platforms that facilitate trading in digital asset securities and review whether they meet the definition of an 'exchange' under the Exchange Act

Objectway's Survey Report Reveals Key Factors To Lead The ESG Race

The survey report investigated what stage is reached in terms of ESG integration within a risk aware investment process, and its implications on the digital experience.

How technology will impact the wealth management client experience in 2021

We’re still some way off achieving Lancaster’s paper-free vision, but the electronic world and a digital presence in everyday life is getting notably stronger each year.

Digitising Wealth Management for tangible customer and shareholder value

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

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.

FinTech