Managers of Wealth

Prominent Swiss Banker Invests in Fintech Company Advanon

The fintech firms plans an expansion into other German-speaking markets with Sarasin

How Brexit Affects Bank-Fintech Ties

When the U.K. voted in a national referendum on Thursday to leave the European Union, it created a lot of uncertainty for these startups.

Dutch robo-advisor Pritle launches in Austria and Switzerland

Pritle is an innovative and easily accessible wealth management service.

Bitcoin Thrives in Moments Like Brexit

The 2013 Cypriot Financial Crisis and bailout led to a flurry of press coverage regarding Bitcoin.

Praemium’s V-Wrap chosen by JBWere

The use of V-Wrap represented a shift from JBWere's use of an internal system and followed a comprehensive assessment process on the part of the company.

Collaboration and crafting software to be MiFID II compliant - Objectway

MiFID II, that is going to be enforced from beginning of 2018 after a couple of delays, doesn’t come from nowhere.

LGT Vestra reaffirms commitment to JHC’s FIGARO system

This new contract strengthens JHC’s relationship with LGT Vestra, which was established in 2008 when the company adopted FIGARO as its core business system.

UBS, Credit Suisse, Julius Baer & fundinfo launch fund data dissemination standard “openfunds”

More than 400 leading fund providers have already agreed to adopt the openfunds standard.

How the 'Brexit' Could Impact the UK's Blockchain Influence

If nothing else, the EU referendum, nicknamed the 'Brexit', has brought an air of uncertainty into an environment that had long been lauded by the technology's advocates as forward-thinking and permissive.

Mobile-friendly financial data platform takes on Bloomberg

But small upstarts see an opportunity for user-friendly services at cut-rate prices.

Make Way For The Robot Stock Pickers

Artificial intelligence and automation are also expected to revolutionise the investment industry, especially in the area of robo-advice.

Full And Flexible Functionality To Help Banks Find Digital Path

The bid by banks across Asia to build profitable and compelling wealth management propositions faces a common stumbling block: they often don’t know what they need, nor when to take the plunge.

New Initiative Aims To Eliminate Corruption With Blockchain Technology

As an example, a blockchain-based voting system would solve several problems — starting with the fact that it’s time-consuming for many people to even get to a polling place.

More Banks Are Trying Out Blockchains For Fund Transfers

These automatically-generated ledgers have no central operator and, as they are filled, the entries become irreversible and resistant to tampering.

StanChart to invest over US$30mil in global tech hub in Malaysia

Since the company’s inception in 2001, he said, it had demonstrated an impressive growth from a headcount of 150 to over 5,000 at present, out of which 86% are Malaysians.

New Initiative Aims To Eliminate Corruption With Blockchain Technology

“There’s a tremendous amount of capital flowing into blockchain applications in the fintech sector, and that’s fantastic."

More Banks Are Trying Out Blockchains For Fund Transfers

These automatically-generated ledgers have no central operator and, as they are filled

Cypriot wealth and fund manager selects IMSplus to manage their wealth management operations

T.C.R. International offers Institutional Clients and High Net Worth Individuals a wide range of Financial Services.

Exoé Selects Charles River’s Multi-Asset Investment Management Solution as a Hosted Service

Exoé users will have a single, cross-asset order and execution management platform that can support the firm’s increased trade volumes and number of accounts.

Unique Cyber Risks Your HNW Clients’ Kids Face

Social media sites are fun to use, but especially for the children of HNW clients, they’re rife with frightening, constantly evolving personal risks

FinTech