Managers of Wealth

Scalable Capital doubles client assets to €10 billion

The crypto offering came six months after Scalable Capital raised more than €150 million in a Series E funding round led by Chinese tech conglomerate Tencent.

Arlo Group MD talks investment trends and future challenges

Platform technology was a massive game changer in organizing customers’ investments into one place where they could get more involved in the investment process.

Largest Asset Manager In The World Launches Bitcoin Private Trust

BlackRock highlighted its commitment to offering its clientele a variety of choices in its investment portfolio.

WealthTech firm Farther secures $15m investment to drive growth

The wealthtech plans to use the fresh infusion to support its expansion as well as fuel wealth management innovation.

Abrdn buys stake in digital asset exchange Archax

It is the first and only digital securities exchange that has won approval from the FCA with permissions covering trading, custody and brokerage and will launch later this year.

Progress on Digital Asset Rules and Regulations Lagging

With Congress bogged down, it may be some time before bills that will directly impact the charitable sector begin moving again.

Julius Baer Especially Positive on DeFi Coins

Julius Baer's model portfolio currently has around 5 percent allocated to alternatives with no investments in digital assets.

Raiffeisen and the promise of virtual real estate

It quickly becomes apparent that the Raiffeisen bankers do not really trust these virtual worlds.

Artificial intelligence innovation among private banking industry companies has dropped off in the last three months

Analysis of patent filings shows a shrinking level of AI related applications in the industry over the past three months, compared to last year

Crypto: It's Riskier on the Sidelines

Starting with bitcoin, Blackrock plans to make cryptocurrencies directly available to institutional investors through its Aladdin investment platform.

Crossing the digital divide in wealth management

Tech adoption isn’t optional given client expectations and trends

Swissquote now also offers a payment app

The new function will be available free of charge to all private customers and holders of an eTrading account.

UK wealth managers have enormous potential to offer crypto services following recent market turmoil, says Avaloq

The potential for wealth managers to leverage their expertise and inspire investor confidence is highlighted by Avaloq’s finding that 25 per cent of investors don’t invest in crypto due to a lack of trust in crypto exchanges.

Blockchains, bridges and network security

This sum doesn’t include the nearly USD 200mn estimated to have been stolen from the Nomad bridge earlier this week.

BlackRock ties up with Coinbase

Coinbase Prime will provide crypto trading, custody, prime brokerage, and reporting capabilities to Aladdin’s Institutional client base who are also clients of Coinbase.

Temenos Awarded the Highest Status in Aite's Matrix Evaluation of Wealth Management-Focused Core Banking Systems

Temenos Wealth is awarded 'best-in-class' status for integrated portfolio management and securities trading platform for wealth managers and private bankers

The Breakaway Broker Trend Hits Asia, Enabled Through Technology

To sustain their business model and achieve further growth, many are pivoting to wealth management to provide value-added services.

Stackwell raises $3.5m to tackle racial wealth gap

Stackwell will use the funds to support the imminent release of its first product, a robo-investing app. that promises to promote accessibility, education and support throughout the investment process.

InvestorAi partners with Goodwill Wealth Management to offer smart AI-driven insights through an intelligent app

InvestorAi will make AI-powered insights accessible to customers of Goodwill, giving them access to high-quality investing information in real-time.

Broadridge Strengthens Presence in Asia-Pacific, Expands Regional Headquarters in Singapore

Reaffirming its commitment to APAC, Broadridge opens a new office in Singapore, paving the way for further growth in headcount, investment and solution offerings

FinTech