Managers of Wealth

Agility and Scalability: 5 Trends Driving Wealth Management Tech Choices By Boris Bykhovsky

Boris Bykhovsky is a Senior Director of our Solutions Consulting group specializing in SS&C Advent’s global asset and wealth management solutions.

Tenacity, drive and a talent for business

For many of today’s wealthy families, succession planning is less about gender and more about simply ensuring the right person is prepared to take over a family business.

Millennials’ Share Of National Wealth Predicted To Quadruple By 2030

Taking an overview of investors, CaseyQuirk noted fewer public companies are frustrating stock pickers.

Swiss banking: women lag behind

This is despite the fact that the banks have still declared promoting women and diversity to be big issues in the industry these days.

Predictions for 2020

Collins Dictionary even made it their ‘word of the year’ as millions joined climate change protests around the world.

A $239 Billion Money Manager Says the World’s Profit Expectations Are Too High

“Earnings expectations are much higher for this year and there could be some room for volatility,” Nolting said in an interview in Singapore.

Wealth management in the 2020s: “It will be necessary...to push for innovation through analytics”

Below is a Q&A with Chacon, who spoke about his year as the bank’s Global Wealth leader, what he learned, and his outlook for the wealth management sector in the 2020s.

The Netherlands: The new El Dorado for venture capital funds?

All of this points towards an undeniable upswing in the Dutch private equity and VC market.

Making financial planning and portfolio management easier by Focus Solutions

Why tech integration is not to be feared but embraced

Are Corporate Actions Being Treated Fairly? by William Rouse, Contemi

Fortunately, the corporate action challenge is readily solved without sinking money into cumbersome systems.

Gearing up for the year ahead

Despite risks, there are still bright spots to look forward to this year

Vistra publishes private equity research

Where Challenges Meet Opportunities’, conducted by Vistra, a leading global fund administration, trust and corporate service provider.

Big targets are the only way to change the world

To build a business that changes the world, you need to think differently.

Cybersecurity Threats Call for a Global Response

Different public agencies within a country need to communicate seamlessly. And most challenging, information sharing between countries must improve.

What will private banking look like in 2020?

Governments are increasingly focused on cross-border arrangements and structures, and have implemented regulatory schemes that require the exchange of tax-related information.

The future of travel in 2040: Faster, easier and ecologically sustainable

This trend is expected to fuel an appetite for more real-life travel, rather than hinder it.

Prelude to war or geo-political chess

Despite a slowing global economy, it feels like there’s a lot to be optimistic about in 2020.

Think that Land Rovers are too luxurious for serious off-roading? Think again

Thankfully for me though, those hands belong to our official Land Rover instructor, Jim Swett, who is guiding me inch by inch over rocks that are difficult enough to climb on foot, let alone drive up.

Monetary Massacre Theory by Tim Price

What became known as Jonestown would represent, to its believers, a socialist paradise and a haven from media scrutin

Britain Moves to Regulate Its Art Trade. Bring Your ID.

New legislation to combat money laundering and terrorism financing will require dealers and auctioneers to establish the identity of buyers and sellers.

Comment & Analysis