Managers of Wealth

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.

State Street tech to back crypto trading platform

The platform, which is slated to go live by the middle of the year, aims to be go-to platform for institutional investors seeking an allocation to Bitcoin.

Francisco Fernandez Embarks on Next Chapter

The second element is putting some aside to ensure financial security for his family.

Delivering data standards and transforming data collection in financial services

The growth in electronic trading was part of a boom in financial services that ultimately lasted until the financial crisis in 2008.

Milestone: Addepar Exceeds $2.5 Trillion in Assets Through Wealth Management Platform

The platform provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.

Reyl-Backed Neobank Taps Fresh Funding

The aspiring bank plans to launch in the third quarter, though this is dependent on its application for a banking license from Switzerland's financial regulator.

The Swiss Stock Exchange Welcomes New Product Issuer SEBA Bank

With the listing of four new ETPs tomorrow, SEBA Bank is joining SIX as the third new crypto ETP issuer this year and thereby further enlarging the choice of tradable products with a crypto-currency underlying at the Swiss Stock Exchange.

Broadridge Fi360 Solutions Annual Conference to Explore State of ESG Investing, Fiduciary and Financial Wellness

2021 agenda features thought-provoking discussions from industry leaders, learning sessions and workshops