Managers of Wealth

Wealth managers look to robo to help smaller clients: KPMG

This was particularly the case in Asia Pacific

Cleantech VC receives Finma collective asset manager licence

Emerald Technology Ventures, which invests in startups tackling climate change and sustainability issues, has praised the authorisation by the Swiss regulator.

Virgin Money acquires abrdn's stake in joint venture wealth platform

The business has since added a pension product for users to save from just £25 a month and shift existing pensions to the platform.

VENCORA UK Limited publishes definitive notice of the end result of the public tender offer for all publicly held registered shares in CREALOGIX Holding AG

Ad hoc announcement pursuant to Art. 53 LR

How Luxury Brands Are Leveraging Blockchain and AI For Business Impact

It operates both directly and via blockchain protocols including Swiss based Hedera.

RF Group taps core vendor ERI to power its Caribbean banking operations

ERI claims that more than 400 financial organisations across 60 countries have now adopted its flagship offering.

Bitcoin and the future of wealth management: Navigating a digital asset portfolio

Bitcoin, born out of the decentralised ethos of blockchain technology, has transitioned from a niche experiment to a recognised and influential asset class.

Anchorage Digital and FusionIQ Partner to Offer Regulated Crypto for Financial Advisors and Institutions

Partnership Marks First Time Financial Advisors and Institutions Have Access to Anchorage Digital via All-in-One Wealth Management Platform

AI in banking 2024: The most important questions and answers

A challenge here is identifying where exactly these investments need to be made.

Fifth Annual Broadridge Survey Reveals Time and Expertise Top Challenges in Advisor Marketing Strategies

Advisors with a defined marketing strategy falls to the lowest rate in five years (20% in U.S.), yet confidence in meeting practice goals remains high

WealthArc is transforming the family office landscape with Artificial Intelligence

WealthArc empowers family offices, wealth managers and other wealth owners with a state-of-the-art data management platform aggregating over 200k positions every day across the globe.

Crypto HNWIs: analysing the wealth of the next generation

Private banking needs to step up and meet the needs of those garnering wealth through crypto.

UBS Launches Hong Kong’s First Tokenized Warrant

The tokenized warrant marks yet another milestone in UBS’s ongoing efforts to grow its digital asset capabilities.

City of Lugano issues further digital bonds

The city of Lugano has issued a digital bond with a volume of 100 million francs.

The rules of investing AI can teach us – LGT Capital Partners’s Matthias Feiler

The head of asset allocation at LGT Capital Partners reveals how the firm is using AI to hunt for alpha.

Nearly half of wealth managers 'dissatisfied' with their tech systems

Wealth managers view their current technology systems as outdated, Avaloq says

Segura Bank International goes live with Temenos core banking in the cloud

Temenos’ cloud-native platform enables SBI to rapidly launch US dollar financial products and leading digital experiences to customers across Latin America

Startup supported by UBS increases its workforce sixfold

This was stated in a statement from the young company, which makes fiduciary and business administration services accessible to SMEs online.

WiseAlpha launches new wealth management portal and white-label solution

Every investment required a huge amount of complex paperwork and a minimum investment of £100,000 turning into a predominantly institutional market.

Broadridge Reports Second Quarter Fiscal 2024 Results

Our results, including 6% organic Recurring revenue growth constant currency, demonstrate continued execution on our goals to democratize and digitize governance

FinTech