Managers of Wealth

corfinancial launches penalty fee management for failing trades under CSDR

SureVu supports complex processes associated with penalty fees management, with a set of management information dashboards that summarise data and priorities.

Banking Sector Challenges and Revolutionary Impact of Technology

GlobalData reveals cost reduction, open banking, new entrants, disintermediation and cybersecurity are the key challenges for the banking sector.

AIA reaffirms focus on wealth protection and management

This aligns with the company's advocacy for a more well-rounded approach to achieving healthier, longer, better lives.

Epirus Bank selected RiskAvert for comprehensive risk management

The bank demonstrates a dynamic growth across the Epirus Region aiming at becoming a strong regional bank offering high quality and faster results to its customers and a pillar of growth of the local economy and community.

3 Trends in Automation: Evolving to a New Normal

Intelligent automation and transformation are important components that ensure hybrid models are efficient and secure

CBDCs: Here's what every central bank in the world is working on

They would use the same technology but would be backed by reserves.

Broadridge Enhances Trust in Proxy Voting Results with Extension of End-to-End Vote Confirmation Services

Broadridge's announcement expands upon the commitment made by Working Group members to provide vote confirmation for meetings of all Fortune 500 companies.

Crypto exchange pushes into wealth management with acquisition

Crypto insiders have forecast a boom in mergers this year as a cohort of newly flush digital asset giants like Gemini and Coinbase look to acquire capabilities and expand offerings.

BIS, SNB and SIX successfully test integration of wholesale CBDC settlement with commercial banks

Issuing a wholesale CBDC on a distributed ledger technology (DLT) platform operated and owned by a private sector company is feasible under Swiss law.

More than half of organizations have gaps in their zero-trust implementations

Organizations Struggle to Consistently Authenticate Users and Devices

Analytics transformation in wealth management

Today’s clients want a cutting-edge client experience. To deliver it, wealth firms must boldly scale up analytics.

BBVA Switzerland expands its crypto offering with the support of Avaloq technology

A key benefit of this solution is that the crypto management system is linked with Avaloq’s banking platforms, alongside other asset classes.

Latin American Fintech is Flourishing

Entrepreneurs who have led Latin America’s fintech boom are increasingly seeking European-led financial expertise to grow their companies and help with tax implications.

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

FinTech