Managers of Wealth

BBVA Switzerland builds its crypto muscle

While incumbent banks stay on the sidelines when it comes to offering crypto services, BBVA is giving its Swiss clients opportunities to invest and experiment with decentralised finance.

Succession Planner for Ultra-High-Net-Worth Families Turns to ShardSecure® for Heightened Data Security

Because of the sensitive nature of their client information, leafplanner turned to ShardSecure and its patented Microshard technology for stronger data privacy protection.

Leonteq launches collaboration with Ixios

Additionally, Leonteq and Ixios will be launching thematic AMCs in order to seize more tactical market opportunities.

UBS Offers its Compliance Knowledge via a Regtech

The financial guidelines «FidSA» and «FinIA» as well as the revised Collective Investment Schemes Act provide the framework for the action and decision paths developed by the UBS.

Northern Trust Appointed to Provide Asset Servicing Solutions to International Biotechnology Trust

Delivering Holistic Reporting, Trading and Administration Solutions for UK Investment Trust

Northern Trust Creates Digital Assets and Financial Markets Group

New Asset Servicing team unifies digital and traditional market functions.

Wealth Dynamix launches first simplified Client Lifecycle Management benefit calculator for Wealth Managers

The use cases include increases to prospect win rate and share of wallet via responsive nurture processes and opportunity management.

Citi Partners with METACO to Develop Institutional Digital Asset Custody Capabilities

This strategic partnership enables Citi to extend its existing capabilities to digital assets while leveraging its current technological, operating and servicing model.

Wealth Wizards releases financial wellbeing app

Royal London is already using Turo Wellbeing to create a series of personalised journeys to help their customers improve their financial wellbeing and retirement prospects, through a guidance-only pathway.

Regulation, (Competitive) Risk and Resilience Dominate the EMEA Transformation Agenda

Another key theme for the industry over the last decade or so has been regulation.

DeFi and crypto assets adoption by family offices is expected to be the route for the institutional capital

The digital assets adoption, stock market situation, and the crypto winter are to be discussed at The Wealth Today Summit in its forthcoming edition by experts from ADGM, Kraken and TDeFi

Benefits of self-service in banking

This means that the more self-service functionality banks make available, the more positively customers will view the service they receive.

Digital wealth managers riding high on wave of democratization

Report from BCG finds online wealth platforms, which accounted for 11% of global investments last year, have an edge over traditional ones

Twenty7Tec acquires Finplan owner to enter wealth market

The newly acquired CRM system serves mortgage and protection advisers, as well as advisers in the wealth management sector.

Iconic Ferrari F1 car sold by RM Sotheby's using cryptocurrency Himalaya Dollar

The sale of the 1989 Ferrari 640 from Nigel Mansell's personal collection reflects how cryptocurrency is going mainstream

Temenos Strengthens Its Executive Committee to Accelerate Its Business Growth

Temenos is announcing the following changes to its Executive Committee

RBC and Envestnet Data and Analytics announce agreement

RBC clients also benefit from a wide range of RBC's digital security tools

Swiss Wealthtech 3rd-eyes Analytics Enters US Market with Partnership

3rd-eyes’s partnership with Bonsai will be a disruptive force with respect to wealth planning in the United States.

Half of Wealthy Asian Investors Hold Digital Assets: Accenture

Affluent investors in Asia allocate an average of 7% of their portfolio to digital assets — more than foreign exchange, commodities or collectibles, the Accenture report said

Citi spotlights digital innovations in Philippine payments system

The BSP envisions creating a more vibrant and inclusive digital financial ecosystem by 2023 with the target to digitize 50% of the total retail payment volumes and to have 70% of the Filipino adults be financially included.

FinTech