Managers of Wealth

PKO Bank Polski Chooses SS&C

Poland's largest bank implements SS&C Algorithmics' Fundamental Review of the Trading Book solution

Praemium sells UK and international arm to Morningstar

Advisers and the investors we jointly serve are no exception, and Praemium’s digital-first capabilities will allow us to reduce friction, lower costs, provide more choice, and improve efficiency for advisers.

SS&C GlobeOp Forward Redemption Indicator

The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp

From AI to Machine Learning, 4 ways in which technology is upscaling wealth management space

Wealth Tech (Technology) companies have rapidly spawned in recent years. Cutting-edge technologies are making their way into almost all industries from manufacturing to logistics to financial services

SIMON Integrates with Rowboat Advisors’ Cutting-Edge Portfolio Optimization Software to Enhance Portfolio Allocation Tool for Wealth Managers

The integration amplifies SIMON’s digital analytics offering to power portfolio analytics needs for risk-managed and alternative investment solutions

Banque Heritage joins Wecan Comply

The platform is not only aiming at EAMs and custodian banks, but also trustees and even any entity involved in handling a client’s KYC.

Degroof Petercam signs agreement with Objectway to implement Eximius Portfolio Management

With this new development, Objectway strengthens its position in the Benelux region as trustworthy provider of reliable solutions in the Wealth Management space.

Seba Bank launches Gold Token

The SEBA Bank Gold Token is a landmark development in investment products, enabling investors for the first time to own a digital form of physical gold via a fully regulated, cost-effective, and future-proof solution.

Why would investors switchtheir financial advisor?

When it comes to how many investors have thought of switching their financial advisor, there’s both good news and bad news.

Bitcoin: The world sets its eyes on El Salvador

El Salvador has bet on the future and intends to boost financial inclusivity in the country, given that 70% of the population does not have a bank account.

Julius Baer Invests in AI-Based Bank

The Israeli AI-based digital bank has secured investments led by renowned Swiss wealth management group Julius Baer, Japanese financial conglomerate SBI, and china-based technology company Tencent Prof. Shashua: “This vote of confidence in our visio

BBVA Switzerland adds ether to its cryptocurrency custody and trading service

BBVA Switzerland is the first traditional bank in Europe to incorporate ether into its service.

Swissquote To Launch Crypto Exchange

Swissquote's crypto exchange starts its operations as planned, there will be a sudden surge in trading platforms for digital assets in Switzerland.

Work For Humankind: Lenovo Invites You To Work From One Of Earth’s Most Remote Locations With Smarter Technology

Work for Humankind’s location – Robinson Crusoe Island, a destination more than 400 miles west of mainland Chile – is one of the most ecologically rich places on the planet.

Profile awarded with a number of distinctions for innovation and excellence

Profile is honoured to have been included once again in numerous industry reports the past months

US tech firm targets UK adviser market with purchase

This acquisition brings significant value to our customers engaged in delivering first-class investment and advisory services to their investors

Binance Weighs Crypto Venture With Richest Indonesian Family

Apart from the bank, the Hartonos also own a major cigarette manufacturer, a telecom-services firm as well as e-commerce businesses.

YCharts’ Intuitive Ecosystem Grows with Orion, Redtail and SS&C Black Diamond Integrations

Not only will these integrations empower advisors to more easily and efficiently make smarter investment decisions for their clients, but they offer a more streamlined approach to monitoring a clients investments in one location.

Challenges our industry faced in 2021

What is more – our raison d’être is to address their challenges and we are responsible for helping private bankers and wealth managers resolve them

UK wealth manager partners with green fintech firm

To give its clients access to personalised information about the climate impact of their investments

FinTech