Managers of Wealth

Contemi Solutions Amongst World's 100 Most Innovative AI Fintech Companies

FinTech Global- the world's leading provider of FinTech information services, has selected Contemi as a leading provider of technology solutions

Advisers need to step up digital offering to keep HNW clients

Advisers who focus on high net worth (HNW) clients instead of less affluent socio-economic groups will find they have as a great of demand for digital advice offerings as the groups they avoid

Doors Opened for More Banks: SIX and Inventx Cooperate on Open Finance

As part of a technical partnership, Inventx and SIX will ensure the smooth interconnection of their complementary ix.OpenFinancePlatform and bLink open-finance hubs going forward.

SS&C Intralinks Predicts Record for Global Mergers & Acquisition Transactions in Q4 2021

The SS&C Intralinks Deal Flow Predictor forecasts the number of future M&A announcements by tracking early-stage M&A activity

Dianomi and The Dubs’ research reveals crypto and ETFs are top asset classes investors are searching for

10.3 million global Google searches by consumers into nine asset classes and products and then compares this against the content of 709 articles produced by global asset managers.

Panama Touts Bitcoin and Ethereum in New Crypto Law

The Central American country is next in line for bitcoin adoption in the region.

New competitive functionality in the Centevo Suite

Buy side FIX connectivity, real-time connection with Bloomberg & New front-end solution

Largest digital wealth manager in Singapore launches in Thailand

Its appeal is due to its intelligent investing framework, sleek, easy-to-use mobile app, and wide range of free financial education resources that help individuals feel more confident making financial decisions.

Aster launches digital-first wealth management platform for MENA

Aster targeting the $2.9 Trillion HNWI Middle East Market

Germany's oldest bank partners with aixigo for discretionary wealth management

aixigo has the world’s fastest API-based wealth management platform for investment advisory, portfolio management, portfolio risk management, cash flow planning, portfolio analysis, and portfolio monitoring.

Haitong International chooses Avaloq Wealth platform

The Avaloq Wealth platform offers a modern microservice architecture, allowing financial institutions to consistently scale the growth of their wealth management business.

Broadridge Expands Global Proxy Sub-Custody Market Services

Expands Direct Market Solutions to cover 50% of global meetings - complementing its 100+ market coverage model, improves market voting deadlines and lowers overall costs to custodians

Digital Transformation- A critical enabler for firms

Wealth managers firmly believe that digital transformation is critical in enabling them to achieve their high priority business objectives, namely achieving growth at scale.

UBS invests in 'Knowledge-as-a-Service' platform Lynk

Lynk also features top-ranked UBS Global Research analysts on its platform, meaning its customers can tap the bank's experts for Q&As, consultations and executive briefings across themes such as ESG, valuation and accounting.

Mariner Wealth Advisors choses Riskalyze

The firm selected Riskalyze for its state-of-the-art analytics and research capabilities.

SRD II: Preparing for the Road Ahead

Demi Derem assesses the industry’s challenges on the journey to SRD II compliance and how intermediaries can avoid being left behind.

9 Digital Transformation Hurdles Financial Institutions Must Clear (& How)

Likewise the need to counter the growing appeal of all-digital providers like Chime and Ally and strong digital players like Bank of America and Chase sits on every bank and credit union do-list.

TechRules & Sinqia partner for the Brazilian Wealth Management Market

For TechRules, this partnership completes its innovative portfolio management with an exceptional back office, which gives the client a perfect solution for the entire investment and wealth management process.

Amazon’s fintech deal a ‘wakeup call’ for wealth managers

Amazon has had a limited insurance operation in the UK for several years.

What can we expect from blockchain? Lionel Messi-style central banks?

The current exploratory phase is crucial for the future of finance and its digitalisation, as blockchain is one of the most promising options