04/04/2022
Use tech to tackle client wealth personalization challenge, report says
Survey indicates wealth managers who want to compete with tailored services must embrace digital technology
FinTech
03/31/2022
The IA Engine Signs Fintech Agreement with Three new Countries & Welcomes Five New Firms to join its Innovator Programme
Engine has signed Memorandums of Understanding with Australia, Kenya and Luxembourg to strengthen its global FinTech network.
03/31/2022
Bita Risk Wins Innovation Award for its 'ESG Manager' Private Client Solution
BITA Wealth ESG Manager supports evolving ESG strategies by helping firms to understand, manage and monitor portfolio ESG exposures, enabling the integration of ESG analysis and reporting within a firm’s investment proposition.
03/31/2022
Digital Integration in Wealth Management
Bringing together asset managers and private banks across the UK and Europe in pursuit of ways to better serve their clients, the event took place over two days and explored how the sector can thrive in the digital age.
03/31/2022
ERI winner in the 'Change Management Process/Best Implementation of a Technology Solution' and ‘Transaction Processing Soution’ Categories
Being recognised at the European level strengthens our international footprint
03/30/2022
Swissquote joins Leonteq's multi-issuer platform
In addition, Swissquote is responsible for the distribution of its products to its own client base, including public distribution in Switzerland.
03/30/2022
How Wealth Firms Can Attract and Retain the Modern Investor
Our report is based on our survey of over 1,500 mass-affluent and high-net-worth investors across 13 countries.
03/30/2022
Apex Crypto Secures New York BitLicense
Apex Crypto also offers clients competitive tax solutions through a seamlessly integrated enterprise-class cryptocurrency cost-basis platform operated by Apex Silver (formerly Silver Management), another business line of Apex Fintech Solutions.
03/29/2022
NFT Fund Available to Qualified Investors in Switzerland
Managed by SEC regulated digital asset investment manager Wave Financial and distributed by Swiss asset manager Criptonite Asset Management SA
03/29/2022
SEI Wins WealthTechAmericas Awards 2022
Recognition Reflects Expertise in Delivering Seamless Client Experience
03/29/2022
Second Listing on SIX Swiss Exchange in 2022
Today, Talenthouse AG listed its shares on SIX Swiss Exchange and with that, creates a new industry type: the Creator Economy.
03/29/2022
The Top 9 Benefits of Robotic Process Automation
There’s a reason the RPA market is expected to grow to more than $13 billion by 2030.1
03/29/2022
Goldman Sachs to buy pension robo-advisor NextCapital
Goldman says the deal, set to close in the second half of the year, will accelerate its expansion its services to the growing defined contribution market through personalized managed accounts and digital advice.
03/28/2022
SS&C Completes Acquisition of Hubwise Securities Limited
The partnership demonstrates our commitment to the global wealth marketplace across the full spectrum of self-serve and adviser-driven propositions.
03/28/2022
iCapital® and Golub Capital Partner to Expand Access to Private Credit Strategies for Wealth Managers
iCapital’s network of more than 10,200 advisors serving high-net-worth clients will gain streamlined access to Golub Capital’s alternatives expertise
03/28/2022
RBC Wealth Management-U.S. and Addepar Offer Advanced Data Capabilities for Financial Advisors
Access robust data and customizable reporting for complex investment portfolios Addepar’s platform and robust data “give advisors the ability to more efficiently service complex portfolios and investment needs.”
03/25/2022
SIX Swiss Exchange Wins Award as Best European Exchange
For its pioneering work in the field of investment products with cryptocurrencies as underlying assets, the Swiss stock exchange is awarded "Best European Exchange for Listing cryptocurrency ETPs" at the ETF Express European Awards.
03/25/2022
Digital Disruption or Digital Evolution?
Today, the decision of buying versus building in-house is more compelling than ever
03/23/2022
Adding value through multibanking
The opportunity is twofold
03/23/2022
Bitcoin Suisse establishes task force to limit sanctions risks
The cryptocurrency specialist said the war could support the growth of cryptocurrencies in the longer term.