11/07/2023
Zann Kwan believes the future of family offices and wealth preservation is digital
The CIO of Revo Digital Family Office explains the advantage of digital assets having a sharp know-your-client knife.
FinTech
11/07/2023
Neovision launches digital wealth management offering for Gulf investors
Platform brings its expertise and access to an investment universe of over 35,000 securities and investment products together
11/03/2023
Broadridge Reports First Quarter Fiscal 2024 Results
Reaffirming FY'24 guidance, including 6-9% Recurring revenue growth constant currency and 8-12% Adjusted EPS growth
11/03/2023
SS&C's Black Diamond Wealth Platform Transforms Advisor Experience with Innovative Black Diamond CRM
This innovative module seamlessly complements SS&C's existing CRM solutions, Salentica Elements and Salentica Engage, providing firms with a low-maintenance option while ensuring a smooth transition to enhanced customization capabilities.
11/02/2023
St.Galler Kantonalbank Partners with SEBA Bank to Provide Digital Assets
The partnership between the two Swiss financial entities provides St.Galler Kantonalbank with regulated and secure custody and trading services for Bitcoin and Ethereum
10/31/2023
Endowus CEO: Technology is «Horribly Painful to Build»
Its strategy now will be mainly focused on further developing technology and expanding the dedicated team.
10/31/2023
UBS and Japan's SBI Complete VCC Token Pilot
SBI Digital Markets is a part of the parent company SBI Digital Asset Holdings
10/30/2023
Top 5 AI-Driven Security Threats for Family Offices in 2023
This complexity is particularly concerning for family offices, often smaller entities lacking the resources that large financials institutions have.
10/30/2023
Generation Start-up: How Vault seeks to reshape investment practices in the UAE
The ADGM-licensed digital wealth management platform aims to provide high-net-worth individuals with transparent advice
10/27/2023
JPM Coin: $1 Billion in Daily Transactions
Currently, JPM Coin allows wholesale clients to execute dollar and euro-denominated payments via a private blockchain network.
10/27/2023
Meta warns on softer ad spend environment in Q4
Otherwise, it was generally a good set of numbers from Meta delivering 21% sales growth, 3% ahead of expectations.
10/26/2023
SEI Reports Third-Quarter 2023 Financial Results
Third-quarter 2022 results included one-time costs of the voluntary separation program of $57.0 million resulting in $0.32 diluted earnings per share.
10/26/2023
Sygnum, Float & Fasanara join forces to tokenise private debt markets
The token has a maturity of 18 months with a fixed annual interest rate of 14 percent and quarterly interest payments.
10/25/2023
What will the rise of super apps mean for wealth management?
There is already more diversity in apps and competition and competition regs are hard to overcome when creating a super app.
10/25/2023
WealthTech’s digital transformation: The 4 biggest trends shaping the sector
This tech-centric approach has substantially elevated the experience for investors, advisors, and back-office operations.
10/24/2023
Infront launches wealth portal solution in Germany & Switzerland
The Wealth Portal can be integrated with existing Infront portfolio solutions.
10/24/2023
Geneva CIOs identify AI winners
Investment chiefs of three private banks highlight the sectors most ripe for technological disruption.
10/23/2023
Nutmeg to roll out thematic portfolios
The move marks the first product launch since JP Morgan acquired the digital wealth firm in 2021.
10/23/2023
Tokyo Stock Exchange CONNEQTOR Launches Direct Connection with Broadridge’s Xilix Execution Management System
Broadridge’s EMS solution empowers firms to navigate these challenges successfully
10/18/2023
BancaStato customers hit by phishing attack
The cantonal bank for Ticino said its own systems have not been hacked and remain fully operational.