Managers of Wealth

Lombard Odier’s Tech Offensive

For functions such as payments and client reference data management, Lombard Odier deliberately uses market-standard solutions.

Cybersecurity: Pictet launches offensive for external asset managers

Now the traditional Geneva-based firm is taking its efforts a step further , as Alain Gallati, Market Head of Pictet Asset Services German-speaking Switzerland, explains in a finews.ch podcast .

Institutional investors, wealth managers and hedge funds are increasingly focusing on crypto as they expect it to outperform

Nearly three out of four (73%) of the institutional investors and wealth managers questioned expect a rise in digital asset fund launches in general this year with just 2% predicting a decline.

From startup to market leader in the mortgage sector

The company is addressing these challenges with a well-thought-out dual strategy: high-quality training with a modern digital mortgage application system.

Broadridge Enabling Rapid Compliance with EU Instant Payments Regulations

Broadridge’s faster, cost-efficient access to the ECB’s TIPS service is accelerating financial institutions’ compliance with new EU Instant Payment regulations

Objectway recognised again for enabling digital transformation and resilience in financial services

Objectway has confirmed its ongoing role in driving digital innovation in the private banking and investment management sectors by retaining the leadership spot in the IBS Intelligence Sales League Table for the fourth consecutive year.

GenTwo surpasses USD 6 billion mark for Assets under Service, Cements Position as Global Assetization Leader

Milestone represents a doubling of client assets over the past 22 months.

Temenos announces closing of new USD 500m Revolving Credit Facility

The RCF reflects the strength of Temenos’ balance sheet and cash flow and complements the three existing Temenos bonds which mature in 2025, 2028 and 2030.

Wealthtech Firenze signs Söderberg & Partners

Söderberg and Partners Wealth Management has been expanding its presence across the UK, investing in independent financial advisers (IFAs),helping them grow, drive efficiencies and benefit from innovative, new propositions and solutions for clients.

Rebuilding banking infrastructure to meet the demands of the artificial intelligence era

Institutions like Lombard Odier have used MongoDB's AI-powered tools and cloud-native solutions to accelerate application modernisation, cut migration times drastically, and boost developer efficiency

PAAS BEFORE SAAS? The right CLOUD STRATEGY for banks

Cloud transformation is no longer just a trend in wealth management – it's a necessity.

Objectway celebrates twelfth consecutive Goodacre Award, driven by deep client trust and long-standing partnerships

Seventh straight “Best Wealth Management System” title reflects enduring client confidence and recognition of Objectway’s commitment to long-term vision and innovation.

Kasikorn Private Banking launches front end tool developed by Synpulse8, empowering Relationship Managers

Using the Synpulse8 Wealth Cockpit as a baseline, the KBank Private Banking and Synpulse team delivered a bespoke RM front-end tool to manage the end-to-end Private Banking customer investment journey.

PostFinance transfers Yuh to Swissquote

It will enable Yuh to continue its expansion strategy in a more efficient and targeted manner.

Schroders launches Global Digital Assets Centre of Excellence in Singapore

It will drive thought leadership and the development of best practice through policymaker engagement and industry collaboration across Schroders globally, and the broader asset management industry.

Wealth managers yet to benefit from ‘mind-blowing’ AI solutions

While a productivity crisis is troubling the wealth management c-suite, they fear advisers can become further demoralised by a new set of systems accompanying tech transformation

Broadridge to Acquire Acolin, Accelerating Modernization and Transparency in Cross-Border Fund Distribution

Acquisition will enhance Broadridge’s global fund distribution, data and regulatory service capabilities and reinforce its role at the intersection of funds and distributors

Aquiline Completes Acquisition of SEI’s Family Office Services Business

Effective June 30, the business will now operate under the name Archway and deliver integrated technology and outsourced services that support the accounting, investment management, and reporting needs of family offices and financial intermediaries.

How ERI is staying agile for the next generation of wealth management

ERI is the provider of OLYMPIC Banking System - an integrated, realtime core banking and wealth management software package

Max-Hervé George Highlights SWI’s Strategic Growth Vision for Europe’s AI and Tech Infrastructure Frontier

The region’s clear regulatory direction, sustainability benchmarks, and emphasis on data sovereignty have collectively created an environment where long-term capital can operate with both clarity and conviction.

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