Managers of Wealth

St. James's Place adopts Napier screening tech

The partnership will upgrade SJP’s client and entity screening capabilities, strengthening and enabling agility within its financial crime compliance function.

Central bank oversight body sets end of year deadline for cryptoassets framework

The unwinding of public support measures - which were critical in shielding banks from losses over the past two years - places greater importance on the resilience of the banking sector to absorb potential shocks.

‘We will never be Coinbase’: How Pictet WM attracts the next generation of clients

Victor Aerni, head of wealth management in Zurich, explains why the firm continues to recruit and how it approaches millennial clients.

Advisor360° Wins 2022 Wealth Management Industry Award as a Top Technology Provider

The award recognizes Advisor360° for outstanding achievement in unified (all-in-one) systems by technology providers for the rollout of Digital Onboarding.

Three-in-four wealth managers are gearing up for more cryptocurrency exposure

Backing up the findings, data was also collected from an extensive survey circulated to independent financial advisors and wealth managers across the UK and Europe.

FNZ to acquire specialist wealthtech provider DIAMOS to continue to open up wealth in Germany

The acquisition will strengthen FNZ’s global client proposition adding advanced product and service solutions to its existing end-to-end wealth management platform.

Singapore's DBS bank to expand digital exchange solutions

The bank’s brokerage arm in 2021 received a cryptocurrency licence from the Monetary Authority of Singapore

WealthTech Abbove Supports Quintet Private Bank to Bring Digital Wealth Planning to Their Private Banking Clients in Belgium

The tool perfectly matches our desire to strengthen the relationship of trust between our clients and our bankers: they share the same level of information, an indispensable basis for our experts to offer personalized solutions in terms of wealth structur

Real estate: UBS and Baloise are involved in the broker market

The support is provided digitally as well as personally.

GenTwo opens up to retail investors

Private investors can access the services through financial intermediaries, such as their bank.

Three quarters of wealth managers planning to embrace crypto

UK regarded as future regulatory hub

Alpian partners with Visa to offer innovative, digital, and smart payment solutions for Switzerland

The card has no handling fees and offers each client a “unique, elegant and cost-effective means” for everyday banking needs.

Malaysian wealth management app Versa secures eight-figure funding

The funding round was led by Hibiscus Fund, a venture capital fund handled by RHL Ventures, and South Korea-based financial services provider KB Investment.

Swiss crypto asset manager valued at CHF 2bn

The fundraising round was worth $25m (CHF 24.59m) and led by a hedge fund from London.

Fresh investment for app that allows buyers to find off-market homes and directly engage potential sellers

Buyers can use the Nokkel app to search within a significantly larger pool of off-market properties and receive alerts when their favourite properties come onto the market or, for truly must-have homes, they can express interest and chat directly with wil

FinTech