Managers of Wealth

Pacific Premier Trust to Convert Wealth Business to SEI Wealth Platform

SEI's Modern Technology Offering and Robust Integration Strategy Key to Growth

SS&C Announces New Blue Sky Portal

Dedicated technology solution for compliance with state Blue Sky laws to enhance the client experience

SS&C GlobeOp Hedge Fund Performance Index

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.05% in December.

Asset Servicing Innovation: Survey Key Findings

Explore the key findings of our market study, 'Asset Servicing Innovation: Are We in the Perfect Storm?'

The Wealthy Are Jumping Into Bitcoin as Stigma Around Crypto Fades

With Bitcoin surging more than 270% since March, the rich are ratcheting up investments in digital currencies and anticipating further gains.

Altendorf and Zurich WM tech firms merge, will have CHF 50bn clients

Together, their clients will include Bellevue Asset Management, Entrepreneur Partners, Finaport, Globalance Bank and VT Wealth.

SS&C Intralinks Sees Mergers & Acquisitions Increasing in 2021

Latest SS&C Intralinks Deal Flow Predictor forecasts an 18 percent increase in worldwide M&A announcements in H1 2021

Broadridge Highlights Market Leadership and Growth Objectives at 2020 Investor Day

Targeting Fiscal Year 2020 - 2023 Recurring revenue growth of 7-9% and Adjusted EPS growth of 8-12%

New Whitepaper Explores Evolution of Email Cyber Crime

Multi-factor authentication critical to deterring new email fraud

Janus Henderson Taps SS&C, IFDS For BPO, Transfer Agency Services

Joint venture will service international funds

Standard Chartered and Northern Trust Partner to Launch Zodia, a Cryptocurrency Custodian for Institutional Investors

Cryptocurrencies already represent 0.3% of the world’s currency

SIX joins forces with Swisscom & Sygnum

This partnership gives banks – and their customers – trusted, safe, secure, compliant yet seamless access to crypto-currencies and digital assets.

Australian start-up selects SS&C

Will leverage Eze Investment Suite to trade fixed-income strategies

Sberbank (Switzerland) Goes Live with Avaloq

The deal with Sberbank builds on a strong year of client successes for Avaloq, including a number of Swiss-based institutions.

SC Ventures backs SOLV in enabling seamless trade and access to finance for small businesses in post-COVID world

The full-stack B2B e-commerce platform will allow thousands of Indian buyers and sellers to improve supply chain efficiency for sustainable growth

UBS CEO Ralph Hamers' Fintech Trends for 2021

As a CEO of a traditional bank, Hamers maintains the view that neobanks such as Revolut, Monzo, or N26 have no business model to speak of.

BEC Moves to Full Shareholder Rights Directive II Readiness with Broadridge’s Industry Leading Solution

The firm is using the solution to support the regulatory needs across its network of 26 banks in Denmark.

Client attitudes to digital wealth services

61% of survey respondents confirmed that the availability of digital wealth services had increased in importance in 2020.

Confederation and financial sector launch "finance.swiss" information platform

The provision of more information abroad about the Swiss financial centre is one of the objectives of the new financial market policy presented by the Federal Council on 4 December 2020.

CREALOGIX Survey Report – Are we moving fast enough?

Our recent survey of key executives in banks and wealth management firms showed that while most organisations are aware of challengers arriving in their market, not every organisation is taking the competitive threat equally seriously.

FinTech