Managers of Wealth

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.

SEBA Bank launches an innovative offering

SEBA's new offering provides scaled benefits for traditional and crypto investors, simplifying crypto banking

Geneva private bank tokenises its shares

Cité Gestion has partnered with Taurus, a Swiss firm which provides digital asset infrastructure.

For The Wealthy, Technology Cannot Replace Advisors (Yet)

Another consideration is that it is very likely that many of the wealthy who choose to rely on wealth tech sans advisors are going to potentially be missing out on meaningful financial opportunities.

Nippon Life India Chooses SS&C to Accelerate Expansion in Singapore

The firm will leverage the SS&C Eze asset management platform to scale Singapore strategy

BIS explores multilateral platforms for cross-border payments

The report has been informed by a survey of central banks and through discussions with existing platform operators.

Hargreaves Lansdown launches electronic voting system

For UK and EU shareholders

Wealth Management and Artificial Intelligence, the buzz continues for 2023

Looking forward to 2023, it can be expected that artificial intelligence will have greatly influenced how investors, both retail and institutional, interact with and manage their wealth.

Dynamic Planner and Quilter ink long-term tech deal

Dynamic Planner already works closely with Quilter Investors, Quilter Cheviot and the customer proposition team.

Artorius partners with Fintechs Addepar and Mirador

Both Artorius and Addepar have a shared commitment to transforming the investment management industry, through technology, to achieve exceptional client outcomes.

Broadridge Extends Digital Wealth Platform Partnership with IGM Financial

IG Wealth Management will leverage Broadridge's R.Broker solution to optimize advisor team productivity and enrich client experience

Bison Bank’s crypto subsidiary partners with Sygnum to enter crypto market

This future-proofs Bison Digital Assets’ offering, enabling the capture of more Share-of-Wallet from existing customers along with additional market share via access to the global crypto market.

Ahlibank launches brand new Digital Wealth System for its Wealth Management Customer

The launch of this state-of-the-art system comes in line with the bank’s digitalization efforts

Offering crypto will bolster banks' books dramatically: Seba Bank

Despite the crypto winter and the contagion effect of the FTX collapse, the industry remains strong, says Christian Borel.

Endowus Inks Private Markets Tie-Up

The tie-up will allow Endowus’ private wealth clients to leverage iCapital's technology and solutions to gain institutional-quality access to private market initiatives across equity, debt and real assets.

Broadridge Recognized as a Leader in Two Aspire CCM-CXM Leaderboard Market Segments

Aspire Leaderboard placements highlight Broadridge's strength in omni-channel communications, digital transformation, and consultative client approach

The Future Of Crypto Wealth And Influence

Marcus was one of the first individuals to launch a music album with NFTs in partnership with Shelita Burke, an award-winning musician, crypto savant, and fellow founder of the Conscious Wealth and Influence Collective.

GoLogiq to acquire Nest Egg for $30m, adding a wealth-building platform for Gen Zs and millennials

Under the terms of the proposed merger, GoLogiq would acquire Nest Egg Investments as a wholly-owned subsidiary in an all-stock transaction.

Trakx Announces Three New indices Focused on High-Net-Worth Investors

New indices will be aimed at French Investment Advisors

FinTech