Managers of Wealth

Wealthtech Spending to Reach US$24B Annually by 2023

COVID-19 is Redefining the Tech Investment Roadmap, Source: Wealth Management Technology Forecast 2020-2023, Celent, August 2020

Conbrio Fund Partners Selects SS&C for Global Investor & Distribution Solutions

SS&C will provide full-service support for U.K. fund range with GBP1.5 billion under management

Swiss Bank Goes on the Token Offensive

Most Swiss banks including UBS are flirting with tokenizing assets

Open finance: Open for new services

The term “open banking” does little to promote the benefits of an open ecosystem for banking customers; after all, customers should not only be able to access all their accounts via a single application, but also use third-party services.

Credit Suisse To Launch Digital Banking App

As part of its entree into digital banking, Credit Suisse said it will close 25 percent of its branches in a cost-cutting move while at the same time working to bring younger customers into its network.

China leading the move to a digital currency

CBDCs would keep central banks in control of the amount of currency in circulation and ensure the stability of the financial and payments system as a whole.

COVID-19 is accelerating private banking’s digital evolution

The pandemic has challenged this more conservative mindset.

RIA in a Box's MyRIACompliance Integrates with the SEI Wealth Platform

vAutomates data entry and provides real-time tracking of registration needs to address regulatory requirements

Synechron and InvestSuite partner up

This partnership addresses the demand for cutting-edge AI-enabled investing capabilities and enables financial services firms to better differentiate themselves.

Crealogix and IBM collaborate to help banks accelerate digital transformation

With a total of 150 years of experience between them, two industry leaders in the banking industry are helping their customers take advantage of the latest developments in user experience design, innovation and cloud technologies.

Australian fintech Ignition Advice joins Avaloq partner ecosystem

Ignition’s accelerated growth comes from a focus on strategic partnerships.

Profile is establishing “Profile Technologies SA” | A technology driven development center

The company has formed a fully functional and optimistic business plan aiming at becoming a model technology firm delivering innovation in Greece.

Swiss Crypto Banks Face Growing Pains

Meanwhile, traditional Swiss banks have become far more comfortable with crypto, and ironically represent a disruptive threat to the novice banks.

Nucleus to invest £3m a year in tech as profits tumble

The comments come as Nucleus reported its profits had tumbled 64 per cent year-on-year for the six months to June.

Black Swan Disruption is Driving Positive Trends in ESG and Single-Source Solutions

Nobody can truly predict the future, but the effects of the pandemic will undoubtedly lead to permanent changes in how we run our businesses and how investors view private markets.

From BigTech to Challenger Banks: Why WealthTech is the Goal

The success of BigTechs is a result of these players focusing more on customer pain points.

Interview: Blockchain Valley Ventures’ Expansion into Asia Pacific

It has offices in Zug, Zurich, and Singapore and partnerships in London, Frankfurt and Israel.

Avaloq stake suitors include ION and NEC - Bloomberg

Warburg Pincus bought an initial 35% stake in Avaloq in March 2017 in a deal valuing the Swiss core banking firm at CHF1 billion.

Swiss canton takes taxes in Bitcoin as crypto gains traction

Crypto firms have gained traction in Switzerland thanks to its favorable regulation and positive attitude toward digital currencies.

CREALOGIX provides customer portal for seven German development banks

This innovative portal solution is to be built on the CREALOGIX Digital Banking Hub, the CREALOGIX standard product for customer portals.

FinTech