Managers of Wealth

Bank Boardrooms Continue to Lack Technology Experience, Accenture Report Reveals

Only 10% of board directors at leading banks have professional technology experience; one-third of banks have no board members with technology experience

Fidelity partners with Berlin fintech for private markets push

Moonfare oversees around €500m on its platform and will provide Fidelity's clients access to private market strategies

Temenos Recognized for its Excellent Sustainability Performance in the S&P Global Sustainability Yearbook 2021

Temenos receives the Bronze Class distinction for its excellent sustainability performance

KPMG identifies accelerated digital adoption as key to wealth management momentum in Asia Pacific

Industry targets tech-savvy younger generation in Hong Kong and mainland China

Institutional investors and wealth managers plan to increase exposure to bitcoin

When asked why they think professional investors will increase their exposure to cryptocurrencies, the main reason given was anticipated growth in valuations – highlighted by 56 per cent of those surveyed.

StashAway: Investing and wealth management in the new normal

A seasoned veteran of the European robo-advisory market, he too shared an interest in a different investment model because of his own experiences.

Herbert Smith Freehills Unveils New Ediscovery Platform

The platform provides demand-driven scalability, high speed data transfers and processing capabilities designed to handle large data volumes.

85% of Wealth Managers Who Hold Bitcoin Plan to Buy More

New research found that a majority of institutional investors already holding Bitcoin plan to increase their exposure to the asset.

Digitising Wealth Management for Tangible Customer and Shareholder Value

Our customers want to grow their client base reaching digital savvy people

Fortu Wealth taps Currencycloud for cross-border payments

The partnership represents the latest development on Fortu’s journey to revolutionize the worlds of private banking and wealth management.

Robo-advisors: the future of wealth management

Using algorithms to deliver tailored solutions, robo-advisors make investment affordable

WeLab moves into WealthTech space on Allianz investment

As part of the new financing, WeLab Bank intends to enter the digital wealth management and insurance market through a working alliance with Allianz Global Investors.

Ocorian acquires Emphasys Technologies

The acquisition of Emphasys Technologies marks our entry into the US and will provide a foundation for the development of our capital markets services suite in the country.

Digital Assets: New private bank joins Incore

The Zurich-based boutique private bank NPB, founded in 2001, has been a partner of Incore since 2013.

How DLT & Blockchain is shaping the future of wealth & asset management - the view from Aave

Aave's article from our DLT & Blockchain Report

Bordier & Cie SCmA Offers Cryptocurrencies Via Sygnum’s B2B Banking Platform

Driven by increasing client demand, Bordier has expanded its private banking services to include digital assets through a partnership with Sygnum Bank, leveraging the latter’s B2B banking platform.

Scottish Equity Partners announces investment in AutoRek

AutoRek’s software automates high-volume reconciliation, exception management and data analysis

Contemi In Conversation With Neil Blackstone, Senior Director Business Development At Blankstone Sington

Owing to the long-standing working relationship between the two firms

Swiss consortium to spur blockchain-based innovation with a Gold Token

The token will allow physical delivery in investor-specified quantities and will empower the holder with responsibly sourced gold.

Singapore digital wealth firm enters Hong Kong

It has already secured three different licenses from the regulator

FinTech