Managers of Wealth

SEI taps into Malaysian wealth management industry

The company joins Malaysia’s Maybank Group to expand investment access for rich Malaysians.

ERI's Olympic Banking System Awarded "Best Transaction Processing Solution" at the Wealthbriefing Swiss Awards 2022

Showcasing best-of-breed products in the Swiss region, the awards have been designed to distinguish outstanding organisations

PIMFA adds Qwil Messenger as PIMFA Plus Partner in drive towards further technology partnerships

The addition of Qwil Messenger as a PIMFA Plus Partner comes as extensive research from Lexis Nexus and ThoughtLab (1) recently showed digital innovation is increasingly being driven not just by client demand.

Broadridge Among FORTUNE Magazine's 2022 'World's Most Admired Companies'

These accolades exemplify Broadridge's ability to be at the forefront of emerging technology and its consistency providing innovative solutions to the financial services industry.

Echelon Wealth Partners financial advisors now benefit from Croesus solutions

This is another step towards our goal of offering Croesus to as many investors as possible," said Sylvain Simpson, President of Croesus.

Avaloq enters digital banking partnership with BG Suisse

The foundation of BG Suisse’s digital banking platform will be Avaloq Core which is going to be delivered through a Software as a Service (SaaS) model.

Major international call for crypto clarity over inconsistent cross-border rules

The GDF annual member survey cited “lack of regulatory clarity” as a top challenge for the industry in 2022 for the third year running.

SIX Welcomes New Structured Product Issuer Swissquote

With a trading turnover of CHF 20.1 billion and 778,030 trades, 2021 ended successfully for the structured products and warrants segment of SIX Swiss Exchange which offers a solid foundation for trading structured products thanks to maximum transparency,

UBS Gets a Dose of Digital Disruption in CEO’s First Major Move

CEO announced acquisition to push into automated advisory

PayPal Wants To Push The Adoption Of Blockchain Technology In Traditional Banking

Recently a developer found that the source code in the PayPal’ iOS app has some hints that PayPal is working on its coin, PayPal coin.

Preliminary information on CREALOGIX in the first half of 2021/2022 and the status of its transformation into a SaaS provider

Due to the successful implementation of the strategy to become a SaaS provider, sales and profit will stabilise at a higher level in the medium term.

SEI Investments plots next moves for financial advisors

The company’s portal for wealth managers, SEI Wealth Platform, lies at the core of its technology-intensive business of outsourced money management.

Leonteq launches Crypto Market Index

Following this expansion to a total of 25 crypto assets, Leonteq is now launching its first own rule-based index strategy.

SS&C Launches New Treasury Management Platform

Emso Asset Management leverages SS&C’s Treasury Management Platform to automate treasury functions

RBC moves its Asia wealth management platform to the cloud, powered by Avaloq technology

Avaloq has been serving RBC Wealth Management’s growing Asia operations since 2012

Flock selects AutoRek for Bordereau, Bank & Payment Reconciliation Requirements

AutoRek’s solution was chosen by Flock due its flexibility.

Switzerland: Crypto factsheet

Switzerland's integrity and good reputation as a business location must continue to be guaranteed in this area too.

Cyber threats and cybersecurity continue to impact private banking

As a consequence, awareness of cyber-attacks and the threat they pose is high and private banking clients expect this issue to be one the private banks have got well under control.

Green tech firms ‘should share innovations for greater good’

Writing for World Intellectual Property Review, Wyn Davies said that the response of the scientific community to coronavirus had provided a useful blueprint for effective action against climate change.

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.

FinTech