Managers of Wealth

Mirabaud launches digital transformation programme

All personal data is fully encrypted and tokenized, ensuring no customer identifying information is ever held on either the Temenos or CLMi systems.

Is the conflict in Ukraine changing the world's view on cryptocurrency?

The law determines the legal status, classification, ownership and regulators of virtual assets, as well as setting registration requirements for cryptocurrency services providers.

Ortec Finance selected in the WealthTech100 list as one of the world’s most innovative WealthTech Company in 2022

This year’s list highlights the 100 most innovative technology solution providers that are tackling digital transformation challenges and opportunities faced by investment firms, private banks and financial advisors.

CREALOGIX listed as a strong performer in The Forrester Wave™: Digital Wealth Management Platforms

Wealth management firms are increasingly looking at how to translate the personal touch that is the cornerstone of excellent service into the digital sphere.

A new OECD Crypto-Asset Reporting Framework is on the horizon

These service providers will be required to annually report on reportable users an array of personal and financial information, similar to what is required for CRS and FATCA, however more enhanced.

Objectway in WealthTech100 list of tech companies transforming wealth and investment management and private banking

The global WealthTech market is projected to reach $11.9bn by 2030, according to FinTech Global.

What does it mean to “go digital?”

How the digitization trend is affecting the industry

Private markets beat current inflation by 20% in 2021 and more investors can now access these investments

Delio Ventures is forming partnerships with new and scaling marketplaces that need proven private markets technology to connect investors with interesting opportunities.

Bitcoin Suisse launches decentralised finance offering

Select clients of the company can now access blockchain based credit.

SIX Digital Exchange forms partnership with tokenisation platform daura

As a result, companies on daura will be able to issue digital equity securities seamlessly in SDX's regulated Central Securities Depository (CSD).

Access to alternative assets to grow through digital investor marketplaces

It is this increasing interest which has prompted Delio to work in partnership with marketplaces that are likely to play a significant role in meeting accelerating investor demand.

Rathbone Funds Extends Transfer Agent Relationship with SS&C

As part of the latest extension, Rathbone Funds will also leverage SS&C's Adviser OnLine, enabling advisers to access their portfolios and obtain commission reporting.

Forrester outlines a future-fit vision for digital transformation

Sometimes a new platform can widen the gaps between legacy systems and customers’ needs.

FNZ and Clearstream to help asset managers monitor global trends

The new solution enabled by FNZ and Clearstream via its Fund Centre capabilities will provide asset managers with the global and regional intelligence they require to analyse market trends

HCL Technologies Expands Global Partnership with Avaloq

The new lifecycle management center will harness HCL’s digital transformation execution framework and next-generation AI and automation products to drive efficiency.

Is the tech correction here to stay?

Despite a tricky 2022 so far, TDAM analyst says diversified exposure to the space remains a good strategy

Capgemini positioned as a “Leader” for AI Services in Everest Group’s AI Services PEAK Matrix Assessment 2022

Capgemini was recognized for the 2nd time consecutively

Even the UK’s Royal Mint is now involved with NFTs – and so should you be

An NFT is a digital asset that can be an image, audio clip, or GIF and whose ownership is recorded on a tamper-proof digital ledger known as a blockchain.

Cryptocurrencies: Individual reporting requirements and tax implications

For Swiss tax purposes, payment tokens can be defined as tradable, intangible assets and fall within the category of movable assets, subject to Swiss wealth tax.

Swiss Online Bank Expands its Reach

The bank reported organic net new money inflows of 9.6 billion francs, helping client assets grow to 55.9 billion francs.