Managers of Wealth

True Wealth Manages Half a Billion Swiss Francs of Client Assets

The fact that the response has been so positive confirms our mission to make investing as efficient and simple as it gets for everyone.

SS&C Moves Forward on Acquisition of Mainstream Group

The purchase will be subject to customary conditions, including approval by Mainstream shareholders, the relevant Australian court and certain regulatory approvals, and is expected to close in the third quarter of 2021.

London-based wealthtech Bite Investments bags funding for its alternative investment platform

“It is a testimony to how the financial industry and investor community are gravitating toward alternative investment opportunities, as well as digitalisation and its transformative value.”

Taurus launches the World’s first regulated marketplace for digital assets

The launch of Taurus' Digital eXchange “TDX” meets the increasing demand from banks and issuers alike to access an open and independent infrastructure for tokenized securities and private assets.

Geneva fintech launches digital assets marketplace

TDX allows banks and sophisticated investors to trade and exchange any types of digital assets.

3 WealthTech companies transforming the European financial market

The startup was founded in 2018 in Leuven by an experienced team of bankers, computer scientists and product designers.

Contemi Solutions Joins Managing General Agents’ Association to Empower MGAS with its Digital Capabilities

As the MGAs prepare to respond to the new market demands and opportunities, they are challenged with the limitations of their existing processes, legacy systems, and high costs.

Introducing The Irish AML Regime For Crypto Providers

This update highlights the key requirements which will apply to VASPs and the new registration requirement.

Julius Baer Rolls Out Digital Advisor in Asia

The platform will also blend machine learning algorithms, according to the bank – an upgrade from previous systems.

Objectway Listed In March 2021 Gartner Intergrate Advisor-Supporting Wealth Management Technologies Into Digital Platforms To Accelerate Adoption Report

WealthTech Suite fulfils today’s need for advisor desktop, being ready for tomorrow’s broader digital ecosystem

HSBC Swims Against Crypto Tide

The company adopted a policy last year to primarily hold bitcoin instead of cash, and has been purchasing the cryptocurrency with its extra cash and paying its directors in BTC.

SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index

"This strong result suggests the positive trends in hedge fund asset growth and retention since the COVID-19 outbreak is still intact."

Maverix Private Equity Chooses SS&C for Inaugural Fund Launch

Canada’s leading growth equity firm will leverage SS&C GlobeOp for $500M Maverix Growth Equity Fund

Wealth Dynamix Launches Cloud-based Client Lifecycle Management SaaS Solution for Wealth Management Firms

CLMi’s lean and agile infrastructure eliminates the need for complex and time-consuming configuration

Don’t Call It A Fad - Behavioral Finance Is The Future Of FinTech

Eric Clarke, Founder & CEO at Orion looks at the intersection of FinTech and behavioral finance and how it’s evolving the advisor-client journey

Standard Chartered partners FinTech BetterTradeOff to offer new online financial planning solution

The tool accounts for total household income, allowing clients to include loved ones in their financial plan and better take control of their finances, all at their fingertips.

Wealth 8 launches stocks and shares Isa to bridge ethnicity wealth gap: how does it compare?

Find out how the investment platform compares to Vanguard, AJ Bell and more

MyLife MyFinance Completes End-to-End Digital Transformation with Temenos SaaS

With Temenos’ front-to-back SaaS digital banking platform, MyLife MyFinance will achieve straight-through processing for 90% of new customers

Iress partners with Cosaic to bring ChartIQ to its market data platform

The integration means Iress Pro users can analyse data faster, more accurately and in a more flexible way.

SS&C Offers to Acquire Mainstream Group

Mainstream Group’s fund and superannuation services complement SS&C’s extensive administration offerings in Australia and throughout the world and demonstrate great revenue growth potential.