Managers of Wealth

How to become a leading, digitally-enabled Wealth Manager

There is a shift in the market to consider flexible modular architecture as opposed to a one size fits all approach.

BIS and Bank of Italy announce winners of G20 green TechSprint

The G20 TechSprint 2021 initiative engaged innovators worldwide to take up global and complex challenges in data collection, analysis of climate-related risks, and better connecting projects and investors.

The future of fund technology

Nearly two-thirds of private capital funds plan to invest more in technology in the next five years – but where will these investments go? And who will be the pioneers?

Gordian Capital Chooses SS&C

SS&C’s integrated solution powers operations in Singapore and Japan

A new digital paradigm for client onboarding

Truth be told about traditional client onboarding: it’s all about slow processes driving poor customer experience.

Itiviti Successfully Integrates NYFIX Matching Post-trade Solution with Broadridge Investment Management Solutions

The new solution will empower Broadridge’s client base with direct access to NYFIX Matching’s automated trade allocation

Minsait And Temenos Join Forces

Minsait has an ambitious training plan for professionals at the Minsait center of excellence in banking business

GFSC approves Guernsey’s first cryptocurrency fund

The final product brings together both Guernsey and international service providers, ensuring that local requirements are met whilst allowing the flexibility of working with blue chip global firms experienced in this type of esoteric asset.

Clients confirm the value of investment operations managed services

Operational managed services can “tie everything together; put a nice bow on it,” said one panelist, whether across the spectrum of investment operations or just a piece of it.

Acclaim - Adaptable Team, Flat Structure and Flexible Product is a Winning Formula

Considering this context, my response to this question is that we have further enhanced our resilience in terms of working

SEI Reports Third-Quarter 2021 Financial Results

Our talented workforce is the key to our ability to serve our clients globally and create opportunities for our future.

Global private wealth platform hits 500 mn dollars AUM landmark

It is experiences like these that have made Kristal the no.1 wealth manager in the mass affluent & emerging HNI segment of Asia.

Guernsey regulator approves Jacobi Asset Management’s Bitcoin ETF launch

GFSC-approved Jacobi Bitcoin ETF is a centrally cleared crypto-backed financial instrument with custody supported by Fidelity Digital Assets.

Client segments have been re-shaped—and advisers need to adapt

The turbulence and uncertainty of financial markets has seen many wealth firms experience an uplift in AUM, with advisers getting closer to clients and becoming the primary touchpoint of their financial lives.

Truly decentralized finance will be beyond siloed blockchains

To be the future lifeline of industries, blockchain technology needs to embrace the old-fashioned quality of interconnectivity.

What role does digitalisation play in the future of Wealth Management?

Digital acceleration and adoption of new technology in a changed operating model have been catalysts for increased IT spend this year.

Everything you need to know about DeFi

The roots of decentralized finance come from the 2008 bitcoin whitepaper that set out the framework for a novel system for digital cash

Bitcoin Spikes After Bloomberg Reports SEC Won’t Block Futures ETF

The key cryptocurrency’s price shot past $59,000 late Thursday.

Innovating together: what is happening in Wealth & Asset Management

Openess and API facilitate collaboration and access to innovation.

Netwealth FUA passes $50 billion

It was a 52.7% increase from the previous corresponding period, some $17.9 billion.

FinTech