Managers of Wealth

Digital Assets: New private bank joins Incore

The Zurich-based boutique private bank NPB, founded in 2001, has been a partner of Incore since 2013.

How DLT & Blockchain is shaping the future of wealth & asset management - the view from Aave

Aave's article from our DLT & Blockchain Report

Bordier & Cie SCmA Offers Cryptocurrencies Via Sygnum’s B2B Banking Platform

Driven by increasing client demand, Bordier has expanded its private banking services to include digital assets through a partnership with Sygnum Bank, leveraging the latter’s B2B banking platform.

Scottish Equity Partners announces investment in AutoRek

AutoRek’s software automates high-volume reconciliation, exception management and data analysis

Contemi In Conversation With Neil Blackstone, Senior Director Business Development At Blankstone Sington

Owing to the long-standing working relationship between the two firms

Swiss consortium to spur blockchain-based innovation with a Gold Token

The token will allow physical delivery in investor-specified quantities and will empower the holder with responsibly sourced gold.

Singapore digital wealth firm enters Hong Kong

It has already secured three different licenses from the regulator

Sea Change: Ensuring Operational and Technology Readiness with Geneva

While some milestones in the transition timeline have been adjusted due to the pandemic and many accounting questions are still being sorted out, the time is now for firms to prepare, to avoid being caught off guard by these looming deadlines.

Digital distribution experience: where operations meet sales and marketing

People who are now spending more time on video conferences from their PCs and phones; people who are experiencing how well Uber, Amazon and Facebook know who they are and anticipate their needs; and people who have daily questions answered by smart-speaki

Creation of Amundi Technology

A new business line dedicated to technology products and services

Contemi Solutions Q&A: Investment Management Firm Surviving the Pandemic to Thriving and Transforming

The discussion was a candid exchange of ideas and opinions covering a wide range of topics including how wealth management firms are responding to the pandemic

Objectway recognised by Celent among the leaders in Wealth Management Solutions in North America

Objectway WealthTech Suite Commended For Completeness And Usability

Open Finance - a game changer for wealth?

We’re already seeing signs of challengers entering the wealth space

Moscow-based ATON selects Axia to automate and digitilise their wealth management services

Taking portfolio management activities to the next level

MoneyLion Unlocks the Exclusivity of a Private Banking Experience for All with Acquisition of Wealth Technologies Inc.

Data-driven, digital financial platform utilizes AI and predictive analytics to bring institutional quality, personalized short- and long-term advice to hardworking Americans

CIGP chooses FA Solutions as technology partner

FA Solutions provides a cloud-based portfolio management platform that automates and centralises operational processes into one easy-to-use system via multiple APIs.

additiv partners with Clarity AI to bring sustainability insights and capabilities to wealth managers

The partnership reflects growing demand for sustainable and ESG investing, which takes into account non-financial sustainability factors.

Broadridge Next-Gen Technology Adoption Survey

Financial services leaders are taking steps to gain a clear advantage.

Swiss Regtech Apiax Expands to Germany

The expansion follows on from existing initiatives in the U.K. and Singapore, Apiax added.

Eleva Capital Selects SS&C

European investment manager extends the use of Eze Investment Suite to bond funds

FinTech