Managers of Wealth

Crypto Bank Raises Money for Foreign Expansion

This funding round will further accelerate the considerable growth that SEBA Bank has achieved over the past year.

ERI wins two awards with its client Stern International Bank at the IBSI Global Fintech Innovation Awards 2021

These awards distinguish outstanding organisations from across the globe, with 191 banks and technology companies submitting 180 nominations from 48 countries.

Fintech expands and seeks cooperation with Swiss WMs

Estating’s securitised bond investment offer on specific apartments grants positive cash yields and value appreciation.

Swiss Stock Exchange SIX eyes Latin America for expansion

SIX has completed in mid 2020 the acquisition of BME in an operation that valued the Madrid market operator at 2.8 billion euros.

Asset and Wealth Management 2022: Strategic priorities for middle and back office

While the long-term return to work strategy remains unclear, firms face a range of immediate challenges as we head into the new year.

Barclays leads a $6.6M Seed Round in RESPONSIBLE, a company driving circularity in the fashion industry

This round of funding will be used to expand RESPONSIBLE’s reach throughout Europe and extend its network of brand partnerships.

How to build a better digital onboarding journey

Lessons from banks, fintechs and financial institutions on how to win new customers in a super-competitive digital landscape

SEI Enhances Advisor Technology Platform and Advances Cloud Transformation

Digital Account Open simplifies opening a new client account, expanding SEI's current electronic onboarding and eSignature process with an end-to-end, easy-to-use new tool.

Swiss Bank Hoovers Up Major Funding Round

Sygnum’s Series B is led by Sun Hung Kai & Co. Limited, a leading Hong Kong listed alternative investment financial services institution

Taipei bank chooses Avaloq to help scale its private banking business

Powered by Avaloq’s core banking system, the wealth management platform will initially be used to serve private banking clients in Hong Kong and Singapore, before scaling to serve onshore Taiwan clientele.

SS&C Launches 18f-4 Risk Analytics Service

SS&C Algorithmics 18f-4 Risk Analytics Service provides a turnkey, scalable, cloud-based platform for SEC Rule 18f-4 reporting

Bitcoin is new gold for millennials, Wharton finance professor says

Gold disappointed investors in 2021 as a traditional hedge against inflation, seeing its worst year since 2015.

Addressing the challenge of personalisation in SME Banking

Personalisation is the key to the success of digital banking initiatives for SMEs, but how do banks achieve this in such a diverse market?

SS&C Announces Strategic Deal

The transaction will strengthen SS&C ALPS Advisors' ETF offerings

Salvadoran President Bukele Expects Bitcoin to Reach $100K This Year

El Salvador adopted bitcoin as an official currency last year.

MicroStrategy Buys Another $94.2M of Bitcoin

The business-intelligence software company said it bought 1,914 bitcoins between Dec. 9 and Dec. 29.

iCapital Network announces latest funding round

Other existing investors are expected to make follow-on commitments to iCapital early next year.

‘Blockchain Rock’: Gibraltar moves to become world’s first cryptocurrency hub

Territory’s financial sector risks reputational damage and diplomatic sanctions if complex regulations of crypto hub fail

Pantera’s Paul Veradittakit’s 2022 Predictions

L2s, DAOs, NFTs, DeFi – how a leading investor sees the year ahead.

Tech is not replacing wealth managers

Wealth management firms have been on a hiring spree in Asia as they seek to bolster their relationship manager headcount amid an increased demand for wealth products.

FinTech