Managers of Wealth

82% of millionaires seek advice on crypto as Bitcoin soars

The price drops came as investors reduced their exposure to risk-on assets, including stocks and crypto, due to heightened concerns about inflation and slower economic growth.

Yield App buys wealth management platform Trofi Group

The deal also allows Yield App to include four new structured product strategies into its existing portfolio.

Swissquote launches platform for external asset managers

Etops Group and Swissquote have partnered to launch the new product, called Asset Master.

Broadridge Launches Initiative to Gift Fiduciary Training to Women and People of Color in Financial Professions

Fi360 Accredited Investment Fiduciary® Designation Training to be provided at no cost to 100 financial professionals in underrepresented groups through Envestnet and Choir collaboration

BMO Wealth Management Selects FactSet as Primary Market Data Provider

FactSet solutions deployed to BMO Wealth Management professionals to drive digital transformation

Globaleye unveils wealth management platform

In a bid to address a gap in the Middle East market for digital advice

Finma doesn’t know why it is listed as an FTX creditor

A spokesperson for the Swiss regulator says it has no outstanding invoices in the crypto exchange’s name.

Virtual assets outlook: Hong Kong expected to develop a thriving fintech ecosystem over the coming year

Leading companies in the world of virtual assets and Web3 set an optimistic mood for the industry

Bestinvest unveils free mobile app as it enhances its service for 2023

New mobile app. available to download from the Apple App Store for iOS and the Google Play Store for Android, is the latest milestone for Bestinvest - the online investment and coaching service – following a major revamp last year

SEI Reports Fourth-Quarter 2022 Financial Results

Diluted earnings per share were $0.83 in fourth-quarter 2022 compared to $1.03 in fourth-quarter 2021.

FLX Networks Partners with Broadridge Data and Analytics to Help Power Distribution Solutions for Asset Managers

Asset managers utilize FLX Networks to modularly implement a complementary turnkey distribution solution.

Swiss Banks See Opportunity From Google and IT Layoffs

The Swiss financial industry waited a long time for this to happen.

Financial Firms Scaled Investments in Next-Gen Tech in 2022, Signaling New Phase of Digital Transformation

57% of firms see digital transformation as their most important strategic priority

Preliminary information on the 2022/2023 half-year statement: CREALOGIX achieves turnaround with positive operating result

At the same time, as announced, the platform for the development banks was successfully completed in the first half of the year.

FinTech