Managers of Wealth

Banks to Move Online and Form Customer-Centric Digital Ecosystems Within Five Years, Finds Economist Intelligence Unit Report for Temenos

The report written by the Economist Intelligence Unit (EIU) entitled “Branching out: can banks move from city centres to digital ecosystems?” is based on a recent survey of 305 senior global banking executives.

JP Morgan to acquire values-based investment specialist

Accelerates ESG investing capabilities for Wealth Management clients

Just Wealth deploys Openwork-developed CRM system

These ensure wealth advisers can efficiently manage their time, and communicate effectively with clients.

Introducing SS&C Lyric. Bold. Ambitious. Real.

Lyric is the natural—yet ambitious—next step to revolutionize the back end of the operation.

SS&C Simplifies Organizational Structure to Focus on Growth Opportunities

The new organizational structure will accelerate technology innovation and strategic product development in rapidly evolving markets and enhance the overall customer experience.

Citibank Enters Crypto Space, Launches Digital Assets Unit

The funds the bank will offer include two from Galaxy Digital, a crypto firm founded by Mike Novogratz, while the third is a joint effort from asset manager FS Investments and Bitcoin company NYDIG.

Singapore’s Hugo secures US$2 million in funding round

Hugo’s Gold Vault is backed by physical gold stored in an accredited LBMA (London Bullion Market Association) vault and insured by Lloyds of London

Avaloq and Vontobel to link platforms for structured products

This will give Avaloq clients a direct, fully automated means of offering individual investment solutions.

Europe's Most Valuable Fintech Hones Swiss Plan

Vendors in Switzerland – including H&M, Campz, Mango, and Calida – have already integrated Klarna's payments technology, but not the app itself. Its best-known feature is a «point of sale lending» function which enables cl

Greek CSD moves all its international assets under custody to SIX

The license of ATHEXCSD under CSDR as of April 12, 2021 is bringing new opportunities for servicing Issuers, Members and their clients.

BBVA Switzerland enables Bitcoin trading for private customers

The Spanish banking group added that the extension of this service to other countries would depend on the demand and regulation.

Citigroup launches Digital Asset Group, adding crypto to wealth management unit

The firm announced Thursday morning the new group, dubbed Digital Assets Group, which will sit within its wealth management division, Citi Global Wealth Investments, according to the memo.

BayernLB Selects Broadridge for Regulatory Trade and Transaction Reporting

"We are extremely proud that Broadridge continues to be the provider of choice for globally recognised financial institutions looking to streamline and de-risk their regulatory reporting process."

The Robots Are Coming. Is Your Firm Ready?

The researchers said the study, which analyzed five years’ worth of data on businesses in the Canadian economy, is the most comprehensive of its kind on how automation affects employment

Refinitiv releases wealth management offering

The wealth management industry is rapidly transforming, resulting in the need to dramatically improve the client experience.

Corporate Actions - You Are Not Alone... But Should You Be?

Most of these can be mitigated with a combination of more data and modern technology, automating processes and bringing best practice.

Cryptocurrencies and the offshore world - a difficult marriage?

An article co-authored by Jersey Group Partner Sam Sturrock and Trainee Solicitor Sophie Moustras has been published on Finextra.

Apex Group acquires digital marketing platform to support clients raising assets

The platform will enhance connections between Investors, Asset Managers including family offices and HNWIs, and both public and private companies by supporting the instant communication of engaging content and information with just a few clicks.

JPM and Nutmeg: a digital union made to last?

JPMorgan is acquiring online investment manager, Nutmeg, to augment its new digital bank for UK consumers, expected to launch later this year.

Criptonite Asset Management and US-Based Wave Financial Announce Strategic Partnership

Criptonite and Wave will address the increasing demand from European investors for new, secure and regulated crypto-asset investment products

FinTech