Managers of Wealth

Tokenized Funds: The Third Revolution in Asset Management Decoded

There will also be innovative fund distribution opportunities through secondary tokenized brokerage and embedded investing.

Wealth Dynamix strengthens presence in Middle East with Picard Angst MEA Limited.

Wealth Dynamix partners with Picard Angst MEA to enhance client onboarding in the Middle East. Discover how CLMi’s digital Client Lifecycle Management platform boosts efficiency, compliance, and advisor productivity at DIFC-based Picard Angst MEA.

FAB and Gilded offer digitally enabled physical gold investments

For private banking customers, FAB and Gilded is introducing digitally enabled physical gold investments.

Wealth Management Firms Expected to More Than Double AI Budgets: Wipro Survey

The report also underscores the pivotal role of advisors in effectively integrating AI into financial advice

CogniCor expands Wealth Co-Pilot platform

Insight Engine allows users to leverage all of the platform’s data to provide tailored financial solutions on a large scale.

Uptiq launches new enterprise AI platform for wealth managers, banks

Uptiq’s platform offers a suite of pre-packaged agents to support financial advisors, loan officers, and back-office staff.

DWS Xtrackers launches cryptocurrency ETPs on SIX

The new products focus on bitcoin and ethereum, using the Swiss franc as their trading currency.

Incore : With combined strength into the future

The extensive offering is based on the expertise and experience of over 160 employees in the areas of technology and banking.

The Family Office Cybersecurity Report, 2024

This edition highlights the increasing sophistication of cyber threats

Prediction: Billionaires Will Buy This Cryptocurrency That Could Soar 23,900%, According to Wealth Manager Jake Claver

After a long spell of very low trading volume, followed by volatile action amid recent courtroom wins, XRP's average market volume has settled at a historically high level.

SEI Reports Third-Quarter 2024 Financial Results

Net Sales Events, AUM, and AUA Drive Record Quarter

Sygnum Establishes Lugano Office and Launches Bitcoin Initiative to Advance Regulated Bitcoin Products and Research

Sygnum’s new Lugano office will serve as a convenient local access point for Sygnum’s expanding roster of Ticino based clients, prospects and partners.

Temenos Announces Q3-24 Results and Slightly Revised FY-24 Guidance; EBIT and EPS Guidance Remain Unchanged

Our cash generation remained healthy

Equiom Group Announces Partnership with Quantios to Further Enhance Service Delivery

Equiom’s commitment to enhancing its services, optimising operations, and supporting its growth trajectory over the next four years.

TD Bank Joins LTX, A Broadridge Company, As a Liquidity Provider

TD Bank will contribute axes, or pre-trade indications of interest, to LTX’s Liquidity Cloud and utilize LTX’s RFQ+ protocol to provide Investment Grade and High Yield bond liquidity to its institutional clients.

How AI Will Transform Wealth Management

The financial services industry has already begun to benefit from what AI can offer.

Broadridge Expands OTC Derivatives Reporting Solution Across Multiple Jurisdictions

Broadridge is also proactively expanding its offerings to include other updated regulatory regimes and asset classes

LGT successfully integrates its Barcelona digital hub as an official subsidiary

Since its launch in the spring of 2023, the hub has been developed step by step, with the first digital products successfully rolled out in recent months and many more in the pipeline.

DBS rolls out blockchain-based banking for institutions

DBS Bank has launched its “DBS Token Services” for real-time blockchain payment settlements, using smart contracts for enhanced security and transparency.

Leonteq launches cooperation with Bergos

As part of this cooperation, Bergos will utilise Leonteq’s technology platform to price and trade Bergos guaranteed structured products.

FinTech