Managers of Wealth

Data: the most important investment currency

Unfortunately, this valuable data is not always being put to its best use, which leads to missed opportunities to create customer insight, and address shifting customer expectations.

Platform space to expand as Ascot Lloyd launches new offering

Firm has partnered with SS&C Technologies for its new venture

SIX reports solid results for 2022 despite difficult market conditions

SIX successfully launched new products across all business units and fueled strategic expansion into ESG markets and digital assets.

UBS becomes global strategic banking partner of Tenity, the leading Swiss innovation ecosystem in the fintech and insurtech sector

Startup incubator and accelerator Tenity (formerly known as F10) and UBS have entered into a strategic partnership.

Schroders Personal Wealth adopts AI-based Aveni Detect platform

The adoption of the latest advances in generative AI, NLP and large language models will allow SPW to address all areas of the value chain

Droit gets UBS backing for expansion into wealth management

“We are also excited to join UBS Next’s portfolio of fintech companies and look forward to partnering with them on building out our wealth management capabilities.”

Broadridge Develops Technology-Enabled Tailored Shareholder Reports Template for New SEC Rules to Improve Investor Communications

This new digital template greatly simplifies the steps involved in creating and providing the SEC’s new Tailored Shareholder Reports.

Whatsapp Hunters Seeking New Financial Sector Game

Both companies said they would cooperate with regulators.

Property asset management software

Real estate asset management software draws current data from various sources to give complex wealth owners an easily digestible overview of their portfolios.

Amundi on making crypto mainstream: ‘Stop promising, start delivering’

Europe's largest asset manager said a string of setbacks for the crypto market last year has 'validated' its prudent approach

Sanctuary Wealth Expands Advisor Toolbox by Partnering With Pontera

Partnership enables Sanctuary's network of advisors to manage 401(k), 403(b), and other held away retirement assets

Temenos Tops Software Industry in S&P Global Sustainability Yearbook 2023

Temenos awarded Gold Class Distinction with Top 1% S&P Global ESG Score

Dynasty picks BridgeFT wealthtech API

In conjunction with this partnership, Dynasty and select Dynasty affiliates will make a strategic minority investment in BridgeFT.

Swiss fintech Radicant sacks CEO

He will be replaced by two co-CEOs in an interim basis - Rouven Leuener, chief product officer, and Roland Kläy, chief financial officer.

Northern Trust partners with SimCorp for outsourcing offering

The interoperability enhances operating model resilience and incorporates new product features from both SimCorp and Northern Trust.

Digital Customer Experience: where is wealth management?

Among these sectors there is also that of Wealth Management, for which the digital customer experience represents a crucial element of their strategy and a decisive differentiating factor compared to its competitors.

Swiss Cooperative Bank Seek One App to Rule Their Offerings

This is not a fantasy at Raiffeisen Switzerland but something that will become reality in the medium term.

SimCorp’s Client Communications Expert on Evolving the Client Experience in Wealth Management

The Copenhagen-headquartered and global group of over 2000 employees is at the cutting edge of helping their customers adopt the optimal technologies and protocols to fit client needs and help differentiate the client experience in the global wealth and i

Goldman Lampe Private Bank adding significant number of Bitcoin to their balance sheet

Goldman Lampe Private Bank's decision to invest in Bitcoin reflects a growing trend among financial institutions to embrace digital assets as a legitimate investment option.

McKinsey: Asia’s Booming Affluent Segments Introduce New Opportunities in Digital Wealth

In 2021, the wealth pool of households with investable assets of US$100,000 to US$1 million in Asia totaled US$2.7 trillion.

FinTech