Managers of Wealth

Confronting technological challenges together

Swiss banks are already adapting to this

Finantix acquires InCube

This is supported by a Gartner report which cites that the use of AI-powered tools is proliferating in financial services.

Cybersecurity challenges for family offices: FWR Family Office Fintech Summit

Wealth owners place a premium on personal privacy, and family office have a responsibility to protect not only their clients’ assets but also their confidential information.

Cryptoassets, regulation and financial crime by Therese Chambers, FCA

Speech by Therese Chambers, Director of Retail and Regulatory Investigations at the FCA, delivered at The Advancement of Digital Assets and Addressing Financial Crime Risk, New York University School of Law.

IFZ 2020 Swiss Fintech Study Highlights: Switzerland Still Behind Singapore

There were at least four Swiss fintech acquisitions in 2019, the research found.

Advanced Tech Needs More Ethical Consideration & Security

Unintended consequences and risks need board-level attention and action.

International Women’s Day 2020: Celebrating Women In Tech

By having more inclusive conversations, all parties can work together to make changes that promote greater equality.

Zuhlke: Insider Look to Driving Innovation for Financial Services in Asia

Consumers in Asia are now much more financially informed and demanding in their needs concerning financial and banking services.

How WMs can survive the robo revolution, by ex-Google Germany head

Change is being driven by macro trends in technological developments.

Wealth managers: Technology, used right, is your best friend

Technology won’t make winners out of all advisers, but those who understand the origins of the digital age look well-positioned to thrive

Advanced technology in Banking 2020 | FMS.next

Most banks still do not experience the full potential of advanced technologies and “2020 could be the year of build and migrate” in the cloud.

Momentum is building for compliance digitalization

Clearly, compliance departments are about to transform.

How Dior's Kim Jones Collects

Finding inspiration in leading contemporary artists, creative director and lifelong collector Kim Jones infuses Dior Homme with thoughtful collaborations.

Broadridge Completes Acquisition of FundsLibrary

Acquisition to help asset managers meet UK and EU regulatory requirements

Avaloq named Best Core Banking Platform in Asia

In 2019, Avaloq was recognized as a leader in wealth management solutions in the 2019 NelsonHall NEAT report

Geneva Wins At The Alt Credit Us Awards For Best Portfolio Management System

SS&C Advent extends a huge thank you to the judges for the recognition of best portfolio management system.

Is Wealth Management going AI?

Back in 2010 many firms were using inhouse infrastructure whilst mobile communication was considered risky for their clients.

How Financial Advisors Evolved into Full-Spectrum Marketers

Ready to spend more on marketing, top-performing advisors also do a better job of managing growth by measuring ROI.

SEI to Provide Cyber Secure Select from Aon to Private Wealth Clients

This protection will be provided as a service to SEI’s ultra-high-net-worth clients and their families.

AML guidance on engaging digital ID providers issued

The guidelines are out for consultation and, whilst generally positive, we suggest more thinking is put into helping regulated firms identify suitable digital identity schemes.

FinTech