Managers of Wealth

How Firms are Adjusting to their New Working Environment

They provide a range of services to private investors, trustees, charities, pension funds and institutional clients.

Digital WM launches think tank and names members

Kore Technologies is a blockchain focused software and infrastructure company.

First Swiss bank integrates with Europe’s largest crypto exchange

The bank announced a strategy to focus more on digital assets in June.

Digital Regulation Cooperation Forum set up in the UK

Six objectives for the DRCF have been specified by the authorities, including their intention to use the forum as a vehicle for informing regulatory policy, anticipating future developments and promoting innovation.

Member of the Month

"We carefully study new markets in which we wish to establish a foothold"

Life in a digital world – from offline to online

The Covid-19 lockdown experience has impacted our lives in a myriad of ways.

Ex-Banker Launches Wealth Tech Firm for Super-Rich Families

Wealth platform helps family offices manage their assets

Starting at Contemi UI/UX Design Team: An Insight from Caitlin Boyland

I started out learning how UI/UX currently exists at Contemi Solutions — Here I share my experiences of joining Contemi as a masters graduate and how I am now learning to steer the design helm.

Rise in venture capital backed tech in response to pandemic

The funds team at Ogier acts for a number of high profile VC managers and has significant experience in guiding managers through the establishment and regulation of highly successful VC funds.

Digital wealth manager hits £1bn assets under management

Despite the challenging market conditions and the impact of the coronavirus pandemic

Allica Bank adopts Profile core platform

Profile and Allica Bank worked together to speedily deliver the digital banking solutions under challenging timescales.

Geneva private bank outsources OLYMPIC Banking System to Swisscom

The 82 employees in Geneva have managed total assets of CHF 3.5 billion on the new Swisscom-operated platform since mid-June 2020.

How coronavirus is changing data protection for firms

Some are still catching up with the general requirements of the new framework of law

Refinitiv takes next step on quest for the ‘Holy Grail’ of wealth management

Datasets like Refinitiv’s ESG scores and fund comparisons are “highly relevant” to advisors, making wealth management a natural expansion for the company, says Joe Mrak, Refinitiv’s global head of wealth management.

Australian Wealth Fintech Eyes Growth

The hybrid wealth manager brings together digital automation and licensed, human financial advisers to provide users with personalized actions and insights based on their financial profile.

Deutsche rolls out compliant WhatsApp feature for client comms

This latest development, co-innovated with Symphony, expands Deutsche Bank’s diversification of its client interaction platforms, in addition to traditional methods such as email and telephone calls.

The Future of Advice

New survey reveals how advisor business models and practices will change—and the implications for asset managers.

Refinitiv expands its digital capabilities for Wealth Managers with the launch of Refinitiv Digital Investor

Suite of digital solutions addresses critical need for faster time to market with flexible delivery options for the Wealth Management industry

RegTech – a watershed moment?

The current developments caused by the crisis and the resulting regulatory, technological and behavioural shifts are a potential watershed moment for the RegTech ecosystem.

EWUB Luxembourg signs up with BearingPoint for tax reporting

BearingPoint RegTech's DAC6/MDR module facilitates the process of complying with the new regulations and enables the identification and a clear tracking of all reportable and non-reportable agreements

FinTech