Managers of Wealth

Taking tech to the next level

Technology should move towards a ‘New World Advice’ model to enable advisers to serve customers better, analyse and manage assets more efficiently and attract new clients.

Bank founder launches technology fund

The fund, which is available to Switzerland’s qualified investors, is domiciled in Luxembourg.

Crypto Wealth Management Platform B21 Receives Gibraltar Blockchain License

According to B21, the company underwent rigorous due diligence to earn its DLT license and joins a select few cryptocurrency firms to achieve the distinction.

Vontobel to offer structured product using blockchain technology

The Swiss private bank is consistently pursuing its strategy in the blockchain segment, which began in 2016 with the launch of the first tracker certificate on Bitcoin.

Venture funds embrace technology while retaining the human touch

“Digitalisation transforms industries in myriad ways,” observed Jie Gong, Partner, Pantheon Ventures.

Broadridge Survey Reveals How High-Growth Financial Advisors Gain Clients and Increase AUM

Annual marketing spend among respondents largely corresponded with client AUM

Disruptive tech: are robo-advisers the new wealth management trailblazers?

The overall aim is that investing and managing wealth – be that of a corporation, family or individual – is streamlined.

vdk bank to implement two components of Objectway’s wealth-tech suite

The Objectway WealthTech Suite supports the whole investment management process, enabling the firm to better serve their customers, optimising returns and increasing profitability

Broadridge Adds Cryptocurrency and Exchange Traded Derivatives Capabilities

"We look forward to bringing real benefits to a new set of market participants as well as new capabilities to our existing client base."

SS&C's Black Diamond Wealth Platform and RightCapital Announce Partnership

The collaboration positions RightCapital as the strategic platform partner for financial planning.

UBS Sifts European Clients

The affluent European clients will be offered a newer, streamlined digital offering.

Former Head of UBS Shares Excitement Over the “Powerful” Crypto Banking Potential

Expressing his thoughts, Wuffli told SwissInfo that there are valuable opportunities in the crypto space and this technology, especially the current 220 billion dollar crypto market.

Broadridge and FundsLibrary Provide Technology Solutions for European Wealth Managers

New rules around MiFID II’s ex-post disclosure have introduced greater transparency for investors

Broadridge's Global Asset Servicing Solution Now Live on Amazon Web Services

They can also respond more effectively to regulatory reporting requirements and client service needs, by adding increased oversight and business control.

AI leaders in financial services

Common traits of frontrunners in the artificial intelligence race

Objectway at #79 in the 2019 IDC Fintech Rankings by IDC Financial Insights

This is the fifth consecutive year Objectway have appeared on this prestigious list.

Avaloq named Overall Winner in the 2019 XCelent European Wealth Management Technology Vendors report

Avaloq was named the winner due to its strong performance across each Celent ABCD Vendor View category1 and having earned the highest total score.

Managing expectations of an AI utopia

In an imperfect AI world, organizations need governance and transparency to build trust.

Broadridge Announces Data Control Solution Suite

Broadridge's scalable Data Control Solution suite is deployed in the Cloud to offer clients an elastic platform that grows with them and helps them onboard new business requirements quickly and efficiently.

Bitcoin Suisse Launches New Crypto Versions of Banknotes

Protection against forgery and tampering is guaranteed by several protection mechanisms such as next-generation Nanocrypt™-Holograms (OVD) and optically

FinTech