Managers of Wealth

Profile: Half-Year Review in Distinctions

Profile Software was included in the 100 “Most Innovative Company 2020” by WealthTech100, which showcases the world’s most innovative WealthTech companies in the key highlights for the year.

Swiss digital bank doubles profit

The bank employs 722 staff, and is headquartered in Gland.

Broadridge Reports Fiscal 2020 Results

Recurring fee revenues increased 10% to $3,036 million from $2,760 million.

SS&C Announces Expanded Black Diamond Integrations with Schwab Advisor Center

These integrations provide users of Schwab’s custodial platform with additional opportunities to eliminate paper-based processes and further digitize their workflows.

The Next Evolution of Wealthtech Integrations

The rise of robo-advisors in the mid-2010s helped accelerate this trend.

First Swiss State-Run Bank, Basler Kantonalbank (BKB), Set to Debut Crypto Trading and Custodial Services

Switzerland’s SIX exchange has also played an instrumental role in boosting crypto activity within the country’s financial ecosystem.

Personal wealth management with the speed and affordability of robo-advice? Can Barclays new Plan & Invest service justify fees that outstrip its digital rivals

A spokesperson said: 'Whilst there are numerous wealth management firms who offer tailored, face-to-face advice and a handful of good robo-advice providers, there’s very little support in between.

Geneva digital bank launches with 40 staff and plans international expansion

Its founder, Charles-Henri Sabet, founded Synthesis Bank in 1999 and was chairman until 2008 when it merged with Saxo Bank.

Italian WM tech firm opens Zurich branch

Prometeia aims to become the ideal partner for Swiss financial institutions looking to transform their wealth management technology and processes

Ride-hailing firm preps wealth solution

Grab’s micro-investing offering will make use of funds managed by Fullerton Fund Management and UOB Asset Management.

SS&C Technologies Expands Footprint in Greater China

Bank of Communications Trustee chooses SS&C Geneva® as fund administration partner

Swiss Private Banking's Feckless Apps

This leaves private bankers without the still rosy growth prospects they had previously enjoyed.

Prometeia opens branch in Zürich to consolidate presence in the Swiss market

In Switzerland the presence of Prometeia is growing rapidly, through the offering of personalized, customer-centric, omni-channel front office and data analysis services.

BlueCrest Capital Management Transitions to SS&C for Multi-Asset Execution Management

Alternatives manager chooses SS&C Eze for reliability and support

Bank Cler to launch crypto services and hires digital assets head

Waltmann added that BKB is interested in cryptocurrencies.

Nutmeg introduces Open Banking payments

Open Banking payments use banks’ APIs to initiate a transfer from one account to another.

Moneyfarm looks to super-charge its partnership model with new Fabrick APIs

A push further into the world of B2B2C for the digital wealth manager.

Refinitiv acquires Advisor Software

Acquisition of Advisor Software Inc. further enhances Refinitiv’s digital assets with digital portfolio analysis and advisory capabilities.

Bitcoin's Hedge Fund Sharks Are Swimming With The Whales

Cryptocurrencies are tempting Wall Street traders, but this is still a pretty bonkers market subject to the whims of a small band of big investors.

UBL (Switzerland) selects OLYMPIC Banking System

The bank has decided to use the SaaS solution from the OLYMPIC Banking System deployed with ERI’s outsourcing partner ITpoint Systems AG.

FinTech