Managers of Wealth

Moonfare reaches €250m in assets under management

Users can invest in blue chip private equity opportunities with a minimum investment starting at €100,000.

AI's Evolution: Trends To Watch In Investment Management

AI can make investment managers more efficient through better data easily accessed and understood.

Why Family Offices Will Get Tactical, Digital and Cultural in 2020

We are already seeing a number of family offices with heavily concentrated positions (whether these are from a business, investment or geographic perspective) looking for opportunities to diversify through various means.

Wealth Dynamix Becomes Microsoft ISV Connect Partner to Drive Value for Global Customers

Combine the power of Microsoft technology with the specific market expertise of Wealth Dynamix, and you have the perfect solution to address the regulatory and digital challenges of today's wealth management industry.

Berenberg launches digital wealth management portal with support from Backbase

Berenberg will continue to move forward with its agile, user-centered methodology

Digitising wealth management: Nucoro eyes Ireland as it takes investment into the digital age

The London-based fintech business on its plans to close a first Irish deal by mid-year.

SEI Reports Fourth-Quarter 2019 Financial Results

The investments we make and our success in 2019 situate us well for the future.”

Rich and famous turn to ‘personal cyber security’ to protect phones

Panicked clients seek advice after alleged hack of Amazon founder Jeff Bezos’ iPhone

Citi partners with Invesco’s Jemstep to launch robo-adviser

Citi Wealth Builder will be free for clients with at least $50,000 at the bank

Global investment in mental health technology surges above half a billion pounds

Some £2.04 billion was invested in mental health technology over the last six years

Broadridge Reports Second Quarter And Six Months Fiscal Year 2020 Results

"Broadridge remains very well-positioned for growth, and we continue to invest in new products and technology to create value."

French Firm Enters Wealth Management in Quest to Become 100% Digital Private Bank

The company’s track record, especially with a such a short timeline, has caught notable attention.

Temenos and Google Cloud Announce Global Strategic Partnership

More than 3,000 financial services institutions around the world leverage Temenos’ modern, cloud-native and API-first technology.

Banks adopt AI to manage sanctions and compliance risk

Lenders hope technology will help them spot breaches and avoid severe fines

Objectway examines scaleable options for wealth managers

By 2025, an ideal scenario would be to see more scalable firms, with margins increasing and efficiency gains across their front and back offices.

Companies Keep Flocking to Swiss Crypto Valley, Over 1,000 Jobs Added in a Year

The total number of companies working with digital assets and blockchain technologies in the Crypto Valley has reached 842, the survey reveals, compared to 750 in its last year’s edition.

How Britain's financial giants scuppered the digital banking revolution

It could pave the way for new banking apps that help people manage their money

Digital currency cannot be private, says French central banker

Spurred by the rise of cryptocurrencies and Facebook`s plans to launch its Libra currency, central banks worldwide are looking into the possibility of issuing digital money to prevent the loss of state control over money.

Ripple’s 2020 predictions for the financial services industry

New blockchain payment technologies like Ripple’s enable SMEs to invoice and receive international payments immediately, in small amounts, and with certainty.

Avaloq core connects with atpoint credit app

Thanks to the connection to the Avaloq core banking system a credit assessment is possible in real time, whether it be new or existing business for owner occupation, investment property or a holiday home.

FinTech