Managers of Wealth

SS&C Completes Acquisition of Hubwise Securities Limited

The partnership demonstrates our commitment to the global wealth marketplace across the full spectrum of self-serve and adviser-driven propositions.

iCapital® and Golub Capital Partner to Expand Access to Private Credit Strategies for Wealth Managers

iCapital’s network of more than 10,200 advisors serving high-net-worth clients will gain streamlined access to Golub Capital’s alternatives expertise

RBC Wealth Management-U.S. and Addepar Offer Advanced Data Capabilities for Financial Advisors

Access robust data and customizable reporting for complex investment portfolios Addepar’s platform and robust data “give advisors the ability to more efficiently service complex portfolios and investment needs.”

SIX Swiss Exchange Wins Award as Best European Exchange

For its pioneering work in the field of investment products with cryptocurrencies as underlying assets, the Swiss stock exchange is awarded "Best European Exchange for Listing cryptocurrency ETPs" at the ETF Express European Awards.

Digital Disruption or Digital Evolution?

Today, the decision of buying versus building in-house is more compelling than ever

Adding value through multibanking

The opportunity is twofold

Bitcoin Suisse establishes task force to limit sanctions risks

The cryptocurrency specialist said the war could support the growth of cryptocurrencies in the longer term.

Wealth Management Market Players Work To Prevent Cyber Attacks

The Business Research Company’s Wealth Management Global Market Report 2022 – Market Size, Trends, And Global Forecast 2022-2026

Profile sponsors Wealth Management Conference

With the expertise delivered by senior guest speakers, attendees can expect to discover the strategies, tools, and processes powered by innovation and client-centric values to meet cross-generational needs and thrive in a digital age.

Portal Asset Management launches its own actively managed multi-strategy fund

The fund is uncorrelated with traditional asset classes such as equities, real estate, bonds and commodities and also with the cryptocurrency markets.

3 WealthTech companies to keep an eye on in 2022

Digital business models have emerged within the wealth management industry in the last decade.

Fidelity Investments® Rolls Out New Features on Bond Trading Platform

Bond Beacon helps address this by using real-time data and analytics to trade against live markets, providing a robust view into fixed income markets and substantially cutting the time needed for transactions.

SEBA Bank lists their ETPs at Euronext

All digital assets are selected according to a rigorous process which combines quantitative metrics and in-depth qualitative analysis.

TrustQuay signs client portal deal with ZEDRA

TrustQuay Portal enables corporate services and trust administrators to deliver their clients a unified view across all of their structures and provides access to this information anywhere, anytime and on any device.

Docupace CEO David Knoch Honored as Top Technology CEO by WealthTech Americas

Knoch's leadership and hard work continues to be recognized by financial advice and investment industry

Live chat too ‘clunky’ for private banking

You are still relying upon people managing multiple chats at once.

Prestigious International Awards Recognize Outstanding Financial Technology Products and Companies

Mirador’s Gateway is a next generation, secure digital portal designed and built to serve both advisors and their clients.

SIX to partner with LMAX Group to launch 24/7 traded crypto futures

The partnership, which leverages the expertise of two leading market players, is set to deliver a superior crypto offering, and is expected to receive immediate uptake from existing LMAX Group clients as the digital asset ecosystem continues to institutio

The wealth advice revolution is here, how will you adapt?

This unprecedented situation of having to conduct meetings with clients over Zoom was a first for many clients, but it proved to usher in a new way of thinking about how wealth advice can and should be delivered.

10 ways to rethink plastic through technology

Despite increasing awareness around the challenge of plastic pollution, we are continuing to make the situation worse.

FinTech