Managers of Wealth

FNZ agrees to acquire Swiss-based Appway software provider

This strategic acquisition gives FNZ significant technology expertise

Davies acquires financial services consulting firm Sionic

Headquartered in London, UK, Sionic specialises in technology transformation & digitalisation, international regulatory compliance, and risk management.

Julius Baer, FinTech & Digitalization

As part of this, the Swiss group has invested 90 million CHF in digital and client-facing solutions and tools in 2020, it has trained 1200 participants in leadership training last year, and plans to have a significant part of their staff using agile ways

Bitcoin trial: Defendant wins dispute over $50B in Bitcoin

Craig Wright, a computer scientist who claims to be the inventor of Bitcoin, prevailed in a civil trial verdict Monday against the family of a deceased business partner that claimed it was owed half of a cryptocurrency fortune worth tens of billions

Bitcoin Capital and Ficas team up to launch crypto ETFs on Six

The two exchange traded products invest in bitcoin and ethereum

AutoRek listed in RegTech100 List for Transforming the Regulatory Process in Financial Services

AutoRek is a financial controls, regulatory reporting and data management platform which provides complete and seamless control of data.

Australian wealth manager selects Napier technology

To gain better insights into its customers and identify suspicious behaviour more efficiently while having complete ownership over its AML platform.

CREALOGIX Managing Director APAC on Delivering Technology-Enabled Super-Personalisation in Wealth Management

The CREALOGIX Group describes itself as a multinational digital transformation specialist and a Swiss FinTech Top 100 company

Brewin Dolphin goes live with Avaloq

The new platform will replace a legacy core banking system and is a key pillar in Brewin Dolphin’s focus on greater operational efficiencies as well as technological agility to support its long-term growth strategy.

No API, No Party. A new Shakespearean drama?

The creation of these new holistic scenarios leads to the need and opportunity to exploit technologies capable of managing large volumes of data

Waverton Adopts SEI Wealth Platform

Technology and Operational Outsourcing Enables Efficiency and Scale to Support Ambitions

Urgent call for asset managers to up their game on escalating crypto demand

Cerulli said it believed that individual investors will benefit from the guidance of trusted asset managers to help navigate this complex landscape.

Robo Wealthsimple shuts struggling UK operation

The Canadian robo-adviser will transfer £272m worth of assets to rival Moneyfarm after deciding to call time on its loss-making UK operation.

Zoe Financial Announces Partnership With Digital Wealth Management Innovator

Zoe's meticulously curated Network admits only the top 5% of advisors in the country, matching their clients with fiduciary advisors who provide best-in-class personalized financial advice.

BNY Mellon's Pershing to Acquire Optimal Asset Management

Deal will provide customized direct indexing solutions to investors seeking tax optimization and personalized portfolios aligned to their values

Seba Bank launches cross asset platform

The innovative AMC platform enables Swiss asset managers to originate a Swiss-compliant AMC with Swiss ISIN and make unlimited use of SEBA Bank’s sophisticated portfolio management services.

AML Study Reveals Manual Processes Are Slowing Down Banking Compliance

AML Banking Survey By RiskScreen Finds 8 in 10 Complain Their Compliance Processes Are Too Labour Intesive, Slowing Down Onboarding And Screening

Bitcoin Suisse Gets Staking Boost

Revenues from services (excluding brokerage) grew at an even faster pace than brokerage commission, driven primarily by staking commissions and the strong performance of the custody business – resulting in a more broadly diversified revenue base.

Northern Trust Expands Relationship with Broadridge

Northern Trust using enhanced version of Broadridge's Global Proxy Solution and Shareholder Disclosure Hub

SS&C Technologies enters bidding war for Blue Prism

Britain's Blue Prism agrees to $1.65 bln takeover by SS&C