Managers of Wealth

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

SEI Enhances Advisor Technology Platform and Advances Cloud Transformation

Digital Account Open simplifies opening a new client account, expanding SEI's current electronic onboarding and eSignature process with an end-to-end, easy-to-use new tool.

Swiss Bank Hoovers Up Major Funding Round

Sygnum’s Series B is led by Sun Hung Kai & Co. Limited, a leading Hong Kong listed alternative investment financial services institution

Taipei bank chooses Avaloq to help scale its private banking business

Powered by Avaloq’s core banking system, the wealth management platform will initially be used to serve private banking clients in Hong Kong and Singapore, before scaling to serve onshore Taiwan clientele.

SS&C Launches 18f-4 Risk Analytics Service

SS&C Algorithmics 18f-4 Risk Analytics Service provides a turnkey, scalable, cloud-based platform for SEC Rule 18f-4 reporting

Bitcoin is new gold for millennials, Wharton finance professor says

Gold disappointed investors in 2021 as a traditional hedge against inflation, seeing its worst year since 2015.

Addressing the challenge of personalisation in SME Banking

Personalisation is the key to the success of digital banking initiatives for SMEs, but how do banks achieve this in such a diverse market?

SS&C Announces Strategic Deal

The transaction will strengthen SS&C ALPS Advisors' ETF offerings

Salvadoran President Bukele Expects Bitcoin to Reach $100K This Year

El Salvador adopted bitcoin as an official currency last year.

MicroStrategy Buys Another $94.2M of Bitcoin

The business-intelligence software company said it bought 1,914 bitcoins between Dec. 9 and Dec. 29.

iCapital Network announces latest funding round

Other existing investors are expected to make follow-on commitments to iCapital early next year.

‘Blockchain Rock’: Gibraltar moves to become world’s first cryptocurrency hub

Territory’s financial sector risks reputational damage and diplomatic sanctions if complex regulations of crypto hub fail

Pantera’s Paul Veradittakit’s 2022 Predictions

L2s, DAOs, NFTs, DeFi – how a leading investor sees the year ahead.

Tech is not replacing wealth managers

Wealth management firms have been on a hiring spree in Asia as they seek to bolster their relationship manager headcount amid an increased demand for wealth products.

FNZ completes the sale of GBST

This will provide FNZ with the opportunity to expand its product and service offering to both existing and future clients and accelerate the growth and reach of its global capabilities in listed securities trading and post-trade processing.

Temenos achieves top score in Carbon Disclosure Project

Temenos receives the top band A- rating from the Carbon Disclosure Project for its commitment to sustainability and tackling climate change

El Salvador Buys 21 Bitcoins on 21st Day of Last Month of 21st Year of 21st Century

In announcing the purchase on Twitter, President Nayib Bukele also noted that the country’s land area is 21,000 square kilometers.

SMEs need urgent action from banks on digitalisation

The pandemic highlighted how much was lacking in digital banking facilities provided to SMEs

Five Ideas to Include on Your Family Office Solution Wish List

Looking Beyond Functionality as You Evaluate Family Office Technology Providers

Pascal WealthTech buys Living Wealth Media

Living Wealth gives Pascal a new digital tool that empowers advisors to go deeper with their clients, to deliver the personalization that is necessary for advisor success

FinTech