Managers of Wealth

Robo-Advisors: The Middle Ground Between DIY Investing And Traditional Advisory Services

CEO of Fortu Wealth, which envisions private banks offering clients digital wallets designed for payments and alternative investments.

Refinitiv builds out ESG Research Offering

MSCI ESG Ratings help institutional investors identify environmental, social and governance (ESG) risks and opportunities within their portfolio.

Avaloq’s acquisition by NEC successfully completed

Avaloq and NEC will be placing great emphasis on building a strong long-term relationship.

How are functions in the financial industry changing?

More than just uncovering how things look like today, these experts shared their profound understanding of how processes and the client experience of banking will change in the years to come.

SS&C GlobeOp Forward Redemption Indicator: December notifications 3.95%

The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform

postfinance.ch and e-finance are accessible to all

PostFinance wishes to provide all its customers with the best possible access to its products and services.

Gazprombank (Switzerland) and Avaloq win the Most Innovative Project in the use of Blockchain in Banking

This is the 11th accolade or industry citation to be won by Avaloq in 2020, having recently been named Best Transaction Processing Solution provider at the WealthBriefing European Awards 2020.

Is Bitcoin becoming mainstream?

‘Just because Bitcoin can be a risky investment, it doesn’t mean that there isn’t interest or demand.

Zurich Invest AG chooses FA Solutions as its asset management technology partner

The FA Solutions team has worked with Zurich Invest AG over the last year to launch new business processes with their platform.

4 exciting Swiss FinTech companies disrupting the financial space

The integration will leverage TrueLayer’s Data and Payment APIs for enabling Numbrs’ users to combine their external bank accounts in one place.

Digital transformation in investment management: Adapt or adopt?

There are two fundamental approaches organisations often consider when they are facing the challenges of an underperforming system.

Indigita & ERI Bancaire integrate automatic cross-border controls

The integrated solution can be applied to the various modules of the OLYMPIC Banking System and its rule engine functions with standard and customised country manuals.

The ‘human touch’ to remain key to financial industry success — Avaloq

Based on a series of interviews with financial institutions as well as research among investors and end-clients

Major French Private Bank Digitises Onboarding with Wealth Dynamix

In recent years the bank has invested in technology to enrich client experience throughout the initial prospecting, engagement and sales cycle.

Open-source: the missing piece in your digital transformation puzzle

Rapidly shifting business conditions are compelling organisations to rethink how they operate.

Technology & Innovation Update Q4 2020

In each quarterly issue of the Appleby Asia Alert, we bring you the latest offshore legislative and regulatory updates in the technology and innovation sector.

Private equity firm signs third acquisition in the UK wealth management platform space

Acquisition marks the third investment

Benelux-based wealth manager selects Objectway

Objectway's Client Onboarding solution, part of the WealthTech Suite, will replace the manual data entry system of KBC Securities Services currently in use and will improve processing times and data quality.

Former J.P. Morgan leadership team launches wealth management platform

We understand these challenges and have built a solution to address them.

Wealth Manager: Are You Ready To shape Your Future?

Read about their discussion in this report