Managers of Wealth

SS&C's Black Diamond Wealth Platform Now Integrated with LifeYield's Taxficient Score™

"The key to success in a rapidly changing industry is to embrace technology that enhances the client experience and improves outcomes.

Rockland Trust Investment Management Group Adopts SEI Wealth Platform

SEI's Market Momentum Reflects Increased Consumer Demand for Full-Service, Digital Technology

Switzerland launches consultation on blockchain and ICOs regulations

The working group enquiries whether such a separate sandbox (or even separate sandboxes) would be able to solve certain regulatory hardships for companies engaged in the development of products based on blockchain.

Swiss blockchain firm Smart Valor wins regulator's approval

Switzerland has made a name for itself as home to the "Crypto Valley" hub where hundreds of virtual currency projects have set up shop in recent years.

Digital Wealth Management Firm Apex Clearing to Launch Crypto Investment Subsidiary

Apex Crypto will offer a robust range of coins, including Bitcoin, Bitcoin Cash, Ethereum, and Litecoin, among others

Ebix Acquires Global provider of asset & wealth management software

Miles is India’s Leading wealth and asset management on-demand software

A.I. could spur global growth as much as the steam engine did, study shows

The analysis examines how economic gains and losses are likely to be distributed among firms

Technology and AI influencing the future of wealth management

Using technology to strengthen customer relationships.

Why UBS is Bullish on Blockchain, but Not Cryptocurrency

They believe blockchain technology could add up to $400 billion on global economic value every year by 2027.

Standard Chartered Hong Kong Sets Up Entity for Its Virtual Bank

Standard Chartered Bank in Hong Kong has set up an entity for its virtual bank

UBS mass market push ends with robo-advisor sale

The Swiss bank was ‘out of its comfort zone’ with the Smartwealth launch.

Cryptocurrency Investment Funds Now Handle $7.1 Billion in Assets Management

Hedge funds largely dominate the universe of over 400 cryptocurrency investment funds currently.

Schroders-backed robo scores another Asia client

Singapore-based digital adviser We Invest develops platform for Saxo Bank collaboration

UBS closes robo-adviser SmartWealth to new clients

We are pleased, however, to have entered into an agreement to sell the intellectual property relating to UBS SmartWealth

New distinctions for Profile's FinTech solution

Profile and its solutions are characterised by technological innovation, competitive functionality, compliance to local and international standards

Innovation in Wealth Management

Banks have brought about new features in their portals that enable customers to analyze their risk profile online

Major Financial Institution Acquires Cryptocurrency Software Firm

EY is one of many major financial firms looking into cryptocurrency investments and services.

OCBC Launches Robo Service

For OCBC, the tie-up is a bid to «democratize» wealth management by offering products to a wider group of potential clients

DeVere launches new investment app

DeVere Core is the latest push into fintech for Green’s organisation, which has launched a series of groundbreaking app-based financial vehicles over the last year, including deVere Vault, deVere Crypto and deVere Investment.

Robo consolidation on the horizon as more firms enter market

Paolo Galvani, chairman of Moneyfarm, which has assets under management of about £400m, said he was "surprised" at the number of robo-advisers which are still coming to market.