Managers of Wealth

Wealthtech Savvy raises $7.3 million

Savvy’s holistic platform enables growth opportunities at every point for wealth managers, which allows them to be more efficient with their time and scale their revenue by up to four-times.

SigFig Branches Out, Defends Its Technology After UBS-Wealthfront Deal

SigFig CEO and co-founder Mike Sha said longtime partner and investor UBS needs his firm, even as it moves forward with the acquisition of rival robo Wealthfront.

Spearhead Launches Spearhead Administrative Services

This is a win-win for Spearhead, the RIAs and asset managers we partner with, as well as the broader private placement insurance community.

SIX Expands International Custody Business

The new team provides even more direct market access in Asia enabling us to offer relevant market know-how to Swiss and international customers

Is Never Normal the New Normal?

It’s said – states Jeff Goldblum in an iconic scene of Jurassic Park – that a butterfly flaps its wings in Beijing and there’s rain rather than sun in New York.

Asian tech: coming of age

Many young companies have become best-in-class local champions and present attractive investment opportunities.

Could trillions of dollars be unlocked by blockchain’s capital revolution?

Soon blockchain will develop much more sophisticated architectures, decentralized ledger technologies that will not only allow for storage but the processing too. IoT devices will collect data and will exhibit intelligent behaviour.

UBS Fintech Pioneer Joins Digitization Initiative

It aims to connect financial institutions, WealthTechs and other service providers, and setting the Open API standard for the global wealth management community.

Crypto-assets regulation around the world

Integral to the crypto-asset ecosystem are crypto exchanges

Objectway Joins Euronext's Techshare Programme

Euronext's TechShare platform will help raise awareness of companies in the Tech sector.

Zug firm launches tokenisation for Glencore

Atomyze aims to create new ways to procure and trade industrial and precious metals.

Simon Markets secures strategic investment from Citi

Citi’s financial professionals under its wealth management division use Simon’s investment platform and the lender has been an issuer of the firm’s structured investments.

Banking Client Centricity: The Competitive Currency of 2022

Beyond technology, clints desire and will always desire benefits in terms of payments, compliant privacy policies etc.

Switzerland and Singapore jointly planning international fintech conference in Zurich

Thomas Jordan, Chairman of the Governing Board of the Swiss National Bank, leaders of the Swiss financial and fintech sector, as well as high-level representatives from the industry will also participate in the Forum.

SS&C Technologies Releases Q4 and Full Year 2021 Earnings Results

SS&C's 2021 financial results reflect the cumulative progress our salesforce, product specialists, and management teams have made.

Rêv launches Multi-Currency Digital Wallet App for Itaú Private

The Itaú Global Wallet comes when banks across the world face even more competition from challenger banks, offering robust functionality available through innovative digital experiences.

Wealth manager Blackrock to offer crypto trading, say reports

While the reports remain unconfirmed, the asset manager has previously signalled its support for crypto.

For SMEs, Digital Banking UX matters

Banks can use their expertise to develop a positive UX in digital banking

Avoiding common misconceptions in wealth management

New Refinitiv research delivers on-the-ground data and insights that challenge some persistent misconceptions in the wealth management arena.

Leonteq's FY21 Income More Than Triples

Leonteq today has a much more diversified business and a significantly enhanced earnings quality

FinTech