Managers of Wealth

New competitive functionality in the Centevo Suite

Buy side FIX connectivity, real-time connection with Bloomberg & New front-end solution

Largest digital wealth manager in Singapore launches in Thailand

Its appeal is due to its intelligent investing framework, sleek, easy-to-use mobile app, and wide range of free financial education resources that help individuals feel more confident making financial decisions.

Aster launches digital-first wealth management platform for MENA

Aster targeting the $2.9 Trillion HNWI Middle East Market

Germany's oldest bank partners with aixigo for discretionary wealth management

aixigo has the world’s fastest API-based wealth management platform for investment advisory, portfolio management, portfolio risk management, cash flow planning, portfolio analysis, and portfolio monitoring.

Haitong International chooses Avaloq Wealth platform

The Avaloq Wealth platform offers a modern microservice architecture, allowing financial institutions to consistently scale the growth of their wealth management business.

Broadridge Expands Global Proxy Sub-Custody Market Services

Expands Direct Market Solutions to cover 50% of global meetings - complementing its 100+ market coverage model, improves market voting deadlines and lowers overall costs to custodians

Digital Transformation- A critical enabler for firms

Wealth managers firmly believe that digital transformation is critical in enabling them to achieve their high priority business objectives, namely achieving growth at scale.

UBS invests in 'Knowledge-as-a-Service' platform Lynk

Lynk also features top-ranked UBS Global Research analysts on its platform, meaning its customers can tap the bank's experts for Q&As, consultations and executive briefings across themes such as ESG, valuation and accounting.

Mariner Wealth Advisors choses Riskalyze

The firm selected Riskalyze for its state-of-the-art analytics and research capabilities.

SRD II: Preparing for the Road Ahead

Demi Derem assesses the industry’s challenges on the journey to SRD II compliance and how intermediaries can avoid being left behind.

9 Digital Transformation Hurdles Financial Institutions Must Clear (& How)

Likewise the need to counter the growing appeal of all-digital providers like Chime and Ally and strong digital players like Bank of America and Chase sits on every bank and credit union do-list.

TechRules & Sinqia partner for the Brazilian Wealth Management Market

For TechRules, this partnership completes its innovative portfolio management with an exceptional back office, which gives the client a perfect solution for the entire investment and wealth management process.

Amazon’s fintech deal a ‘wakeup call’ for wealth managers

Amazon has had a limited insurance operation in the UK for several years.

What can we expect from blockchain? Lionel Messi-style central banks?

The current exploratory phase is crucial for the future of finance and its digitalisation, as blockchain is one of the most promising options

Over 85,000 Merchants in Switzerland Now Accept Crypto Payments

Payments are available in bitcoin and ether.

Citi Eyes Crypto Opportunities

Citi's Wall Street rivals have shown increased interest in the space of late. Goldman Sachs reportedly restarted its crypto trading desk in March to deal bitcoin futures and non-deliverable forwards to support clients like hedge funds.

About one-third of consumers report feeling overwhelmed by tech management during COVID-19

Companies that can simplify device and subscription management may earn favor with tech-weary consumers

additiv partners with Adviscent to provide user-led content solutions for wealth management clients

The partnership of the two Zurich-based firms comes as a result of the need for investors and wealth advisors to directly access relevant content and ideas to support investment decisions.

Research reveals 'dramatic' crypto increase from UK wealth managers

Nickel Digital commissioned a survey with 23 institutional investors and wealth managers in the UK who collectively oversee US$66.5bn in assets and who currently have some exposure to digital assets.

Banking & Wealth Management: How to Win the Best of Both Worlds

This requires a culture of proactive change that is typical of a technology-forward institution.

FinTech