Managers of Wealth

WealthTech Views RegTech Report: The view from IMVS

Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by John Motley, Director, IMVS

Iress rejects bid by private equity firm

This information has been shared with EQT following EQT entering into a confidentiality and standstill agreement.

SEI Expands Technology Offering with Wealthbox

Strategic Partnership Provides Advisors Integrated Technology Ecosystem for Client Engagement and Business Growth

How Emotional Design fits inside a great CX

Reviewing the various research it’s easy to conclude that customers who have an emotional connection with a brand have a 300% higher lifetime value

‘Almost Half’ of Family Offices Surveyed by Goldman Sachs Are Considering Investing in Crypto

Another issue that concerned some investors was the high energy consumption of Bitcoin mining.

Broadridge Enhances Data Solutions for Asset Managers

Solution to facilitate faster analysis and decision making for investment managers

WealthTech Views RegTech Report: The view from Arctic Intelligence

Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by Rosie Davitt, Head of Sales, EMEA, North America, Artic Intelligence

ICapital Network raises $440 million

The company will use the proceeds from the capital raise to enhance its platform technology, expand the breadth of strategies and product types on its alternative investment menu, and pursue strategic acquisitions that will broaden its client capabilities

Credit Suisse backed FundsDLT to go live with Azimut Investments

Apart from the fund manager’s fees, Fitz Partners found that distribution costs for cross border equity funds make up 61% of fees, with administration coming a distant second at 23%.

Bambu and Moven join forces on digital wealth management

The team at Bambu works with some of the world’s largest banks to design and build digital saving and investment platforms.

Optima bank goes live with the digital banking platform and “integration layer”

Optima bank was launched on July 31, 2019

Private banker Karl Reichmuth: "Blockchain will be the saving force"

With the emergence of crypto money and the possibilities that blockchain technology offers in banking or in transactions and contracts, the financial sector, central banks and politics are facing new challenges.

Personalized advice at scale

Amplify the reach and impact of your client advisors with Interactive Advisor

J.P. Morgan Opens Crypto Fund Access to All Wealth Clients

J.P. Morgan has reportedly allowed all of its wealth management clients to access cryptocurrencies via funds.

Amazon ‘definitely’ lining up Bitcoin payments and token, confirms insider

Amazon is looking to accept Bitcoin payments ‘by the end of the year’, and is investigating its own token for 2022, says an insider.

Building a Better Marketing Engine for Asset Management

New report details how marketing is evolving and the actions marketers can take to drive superior outcomes.

Bank of England’s ‘Britcoin’ will drive the price of Bitcoin higher

“If the Bank and government officials believe Britcoin will supersede Bitcoin, they are mistaken. In fact, it will have the opposite effect.”

Embedded ecosystems – the road ahead

Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Matthias Plattner, Head of Channels and Innovation at Julius Baer

How digital transformation—and a challenging environment—are building agility and resilience

The pandemic has shown CEOs the need to future-proof the business

SIMON raises $100 million for Digital Wealth Management Platform

This funding round enables SIMON to further advance its core offering across structured investments and annuities, while driving additional growth initiatives centered on product and geographic expansion.

FinTech