Managers of Wealth

SEI Advisor Network Gains New Identity as Independent Advisor Solutions

Change Reflects Enhanced Technology Solution, Financial Advisory Firms Transition to the SEI Wealth Platform

Avaloq named Overall Winner in FinTech Rankings

Now in its 4th year, the IDC FinTech Rankings Real Results Awards recognizes IT providers that have enabled a genuine, measurable, and future-enabling change at a client financial institution in the worldwide financial services industry.

ERI featured in the IDC FinTech Rankings Top 100

The IDC Fintech Rankings, now in its 15th year, is the global industry standard register of financial services tech providers.

Swiss firm announces major jobs boost in Edinburgh

With more than 2,000 staff spread across Europe, Asia and Australia, Avaloq serves a mixture of banking and wealth clients in the UK, including such big names as Barclays, Smith & Williamson and Coutts.

Wealth Intelligence platform launched

We are excited to officially announce the complete launch of our Wealth Intelligence (WIN) platform, a truly unique, cost-effective, fully-featured wealth management solution for wealth managers and financial institutions

Folio Institutional's Digital Wealth Services Platform Wins Industry Award

Folio's DWSP delivers advisors and wealth managers with an unparalleled digital investment advice experience.

Transforming The Client-Advisor Experience: The Holistic Approach

Implementing a robust, enterprise level Client Lifecycle Management solution is the game changer.

Crypto Millionaires Go All Out on Spending Their Newfound Wealth

Some have just chosen to sell all of their cryptocurrency holdings, while others are buying when they can and are just crossing their fingers for better markets in the future.

Wealth Minerals is looking to purchase more lithium assets in resource rich Chile

By having that energy available when we need it, we can capture energy when we don’t.

Societe Generale Securities Services launches “D-View”

This new solution relies on the SGSS “data lake”, an innovative solution that stores and aggregates information and data from transfer agents.

Switzerland’s Crypto Valley gets blockchain incubator

It will invest a fixed amount of seed funding ($125,000) in a large number of promising early stage blockchain companies in return for equity or tokens

Dion Global Announces the Official Launch of their Modular Wealth Intelligence Platform

The Wealth Intelligence platform, designed with the user in mind, offers integrated, front-to-back office capabilities meeting the needs of Investment Managers whilst providing a wide range of regulatory compliance tools.

David and Goliath: On innovation in banking

Banks are under threat at many verticals, from current accounts to loans and foreign exchange.

Are Swiss Banks Soon Going To Be Allowed To Trade Ethereum, In Israel?

All eyes are on Switzerland, and there’s good reason for it too.

Geneva WM launches crypto advisory division

Geneva Management Group was founded in 2000 as a multi-family office.

The Rise of the Lawbot? - Appleby

Legal research is conducted online and not in a law library, with access to legal authorities from courts around the world being available at the touch of a button.

BlackRock launches fintech fund in thematic expansion

The launches come after the world’s largest asset manager recently highlighted five ‘megatrends’ in which in its view will ‘change the world’.

Ping An to cast tech spotlight on Singapore’s wealth market

Its mobile application ‘Lu Global’ is being opened to Singapore-based clients with an minimum of US$1,000 to invest

7IM shows how technology can work for customers

A good example of how this can work well is the most recent changes to the way the 7Imagine app from Seven Investment Management treats state pensions.

Flying taxis? Bell Helicopter sees such a service taking off in Singapore

With its latest and most lightweight chopper, the highly manoeuvrable Bell 505, said to have been well-received in Asia since the aircraft’s entry into the region this year