Managers of Wealth

TISE partners with Avenir to deliver next-generation private market

Customised trading, settlement and registry solutions adopted for new TISE service

Former First Wealth planners launch next-gen advice firm

A trio of former First Wealth financial planners have decided to set up their own advice firm – Finova Money – which will focus on serving the next generation of clients.

Ex-Goldman Executive Predicts Crypto Hits $10,000,000,000,000 Valuation After Family Offices and Institutions Arrive

Pal believes that institutional investment in crypto will be large enough to drive the total market cap of digital assets to more than $10 trillion, more than triple its $3 trillion market cap peak in 2021.

Kubilay Yalcin: «Fashionable Themes Are Dangerous»

In fact, the potential of this new technology is enormous.

SEI Extends Long-term Relationship with Bar Harbor Wealth Management

SEI to Power Continued Business Transformation for Community Bank

Wealth Management Services Need to Put the Human Element Ahead of Technology

Keeping humans in the equation is important for quality wealth management services.

Deep Dive: Tokenisation represents 'paradigm shift' for asset management

'Transform the fund management industry'

Netwealth targeted by scammers in clone attack

The FCA warned that this firm is not authorised but has been contacting people pretending to be an authorised firm.

How wealthtech partnership has been a 'constant evolution'

Fintech provider and wealth firm leaders share how collaboration has improved client-advisor relationships

Avaloq: Banks Explore AI to Tap Affluent Segment

Wealth management opportunities in Asia continue to attract banks to expand and capture greater wallet share in a region that is still rapidly generating new riches.

Singapore’s Endowus raises $35M for wealth management platform | TechCrunch

The company plans to use the funding to scale its operations in Singapore and Hong Kong, where it currently serves over 100,000 clients.

Accenture - Asia's Wealth Management Confronts A Digital Revolution

Traditionally, wealth management institutions have banked on relationship managers (RMs) to curate, maintain, and boost their clientele.

Bybit unveils wealth management product

Following this, Bybit will introduce Structured Products, expanding investment horizons for its users.

Bybit Launches Wealth Management Product

The customised solutions it offers help investors find their own unique routes to success by catering to their own needs and risk preferences.

Understanding Crypto Assets and their Issuers under the Markets in Crypto-Assets Regulation

The use of the term ‘crypto assets’ throughout this article shall be understood as referring to Utility Tokens and other types of crypto assets excluding ART and EMT.

AI will bring 'carnage' to wealth management, strategist says

M&A deals in the wealth management industry are on the rise as investors embrace artificial intelligence.

BlackRock-Avaloq tie-up piques interest among Asia private banks

The two firms aim to address a large gap in the risk management industry among Asia's private banks.

FINMA issues warning about phishing emails

The “notice of refund from the Swiss Financial Market Supervisory Authority FINMA” mentioned therein, sometimes also referred to as “approval”, does not exist. FINMA does not send any such emails.

The Family Office unveils ‘Fintech Lab’ offering unmatched digital investment experience

The launch of the Fintech Lab represents a significant milestone in the company’s ongoing mission to provide investors with cutting-edge solutions and elevate their overall financial journey.

Accenture: Most Asia Users Not Satisfied With Wealth Apps

Disruptions to performance were a top hurdle with 66 percent citing bugs or crashes and 60 percent citing scheduled app downtime.

FinTech