Managers of Wealth

Asian Investors Drive Bitcoin Frenzy

The region’s family offices and wealthy individuals — and a smattering of asset managers — are big players in the cryptocurrency boom.

Credit Suisse offers clients cutting edge digital transformation

Lichtenberger began his keynote address at the Hubbis Digital Wealth Asia event on November 9 in Hong Kong by underlining just how fast technology has changed.

Avaloq’s chairman streamlines his role to focus on China expansion and possible listing

Francisco Fernandez, who also founded the Switzerland-based firm, has handed over the CEO job and is looking east to the ‘innovative companies’ in China’s financial sector

Software-only Wealthfront raises $75 million

The company has grown through a low-cost and freemium model for first-time investors and aggressive expansion into new areas, including financial planning and credit services.

Connected Corporate Banking: An Integrated Approach

Do your solutions run on disparate, siloed back office platforms?

Beware of the media inflating the bitcoin bubble

The algorithm is supposed to keep the total number worldwide limited, so each coin maintains its value.

Morgan Stanley enters robo-advice investment market

Access Investing, aimed at its wealthy clients’ children, follows its competitors

Social media can make wealthy families 'virtual celebrities'

The social media has turned parts of the public to 'voyeurs', and with the continued growth of social media, beneficiaries and family members are now much more exposed than they used to be.

Waves Platform Launches Venture Capital Fund Focusing on Crypto-Assets

According to today’s announcement, the fund will seek out candidates with “unique blockchain solutions with a real-world application,”

UBS SmartWealth wins award

Investments are managed by the same global team of experts who manage the wealth of UBS’s high-net-worth client base.

Fintech Pioneer Sees Money in the Masses

CreditEase, with its roots in microlending, has quickly expanded into wealth management and offering other financial services since it was founded in 2006

Virtual Reality: Your Secret Weapon For Building Brand Experiences

Experiential marketing such as pop-ups require a big investment on behalf of the brand—real-estate, staffing, training—while limiting how many audiences can reach the physical engagement.

Avaloq wins as «Outstanding Wealth Management Technology Provider» at the 2017 PBI Awards

The win also acknowledges Avaloq’s market success with private banks and wealth managers choosing Avaloq technology and services to accelerate their profitable growth.

Can Asia’s wealth advisory industry and technology co-exist?

There will always be a vital role for the human connection in the wealth management equation, not just in Asia but worldwide.

Ellevest Now Offers Traditional, High-Touch Wealth Management

Investors with at least $1 million are eligible for the automated investing platform’s private wealth management service.

Ex-Goldman bankers launch crypto fund for rich US investors

Crescent claims tracker will offer secure exposure to 20 coins

Bitcoin’s Anonymous Inventor Is Now One of the World's Richest People

For a moment on Sunday, Bitcoin’s mysterious, anonymous founder was the 44th richest person in the world

Finantix wins Award for Excellence in Customer Experience

Finantix sales and advisory software is trusted by financial institutions in more than 40 countries

The Australian IT start-up that beat the odds and is now worth $1.6 b

It’s a classic tale of a start up, with the founders nutting out the idea over a game a squash, leaving their secure jobs to take a big gamble.

A Tech Nerd Meets a Jewelry Designer...

He also holds several patents and is credited for being the creator of Heatmap technology, used in a wide array of analytics and reporting all over the world.

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