Managers of Wealth

Globaleye unveils wealth management platform

In a bid to address a gap in the Middle East market for digital advice

Finma doesn’t know why it is listed as an FTX creditor

A spokesperson for the Swiss regulator says it has no outstanding invoices in the crypto exchange’s name.

Virtual assets outlook: Hong Kong expected to develop a thriving fintech ecosystem over the coming year

Leading companies in the world of virtual assets and Web3 set an optimistic mood for the industry

Bestinvest unveils free mobile app as it enhances its service for 2023

New mobile app. available to download from the Apple App Store for iOS and the Google Play Store for Android, is the latest milestone for Bestinvest - the online investment and coaching service – following a major revamp last year

SEI Reports Fourth-Quarter 2022 Financial Results

Diluted earnings per share were $0.83 in fourth-quarter 2022 compared to $1.03 in fourth-quarter 2021.

FLX Networks Partners with Broadridge Data and Analytics to Help Power Distribution Solutions for Asset Managers

Asset managers utilize FLX Networks to modularly implement a complementary turnkey distribution solution.

Swiss Banks See Opportunity From Google and IT Layoffs

The Swiss financial industry waited a long time for this to happen.

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.

FinTech