Managers of Wealth

Swissquote Joins Forces with Zurich Fintech for Structured Product Mission

Swissquote's B2B clients can now issue their own AMCs through a fully digital process.

ABN Amro discloses data breach following an attack on a third-party provider

ABN AMRO is going to contact the impacted clients and notified the Dutch Data Protection Authority and regulators.

Hybrid Advice creates opportunities, but also Client Retention problems

Gen AI as a client engagement solution has the potential to change the way a personalized fact-find

The future of investing: Velexa’s role in shaping accessible wealth management

New technology and access to financial education is helping to bolster the democratisation of investing.

FE fundinfo acquires wealth management fintech Dericon

The deal, which still awaits regulatory approval, will grant FE fundinfo’s clients direct access to one of Germany’s largest distribution networks for asset managers.

BTG tight lipped on digital banking growth

But Brazil’s BTG Pactual is seemingly swimming against the tide by remaining tight-lipped about the growth in its digital retail banking business.

Quarter of asset managers use AI in sustainability process

The survey spoke to 60 asset managers from around the world, representing £31.9tr.

Man versus machine

Swiss wealth managers share different perspectives on passive bond funds.

HSBC unveils innovation programme for PB clients

The bank’s wealthy clients met California tech hub leaders as part of its “All-in on Innovation” scheme.

Saltus bolsters tech toolkit with FinCalc partnership

FinCalc has developed an integrated digital fact find from the Saltus bespoke client portal.

Promoting our clients' potential through the magic of London Games Festival

Our Interactive Entertainment Lead, Paul Franks, reflects on how the 2024 London Games Festival champions the power of a major growth industry.

SIX Digital Exchange reaches milestone with over CHF 1 billion in digital assets on its platform

This milestone represents another step in the institutional adoption of digital assets and reinforces SDX's leadership in innovative solutions in collaboration with customers and regulators.

Advisers' roles will not be the same because of AI

For the more analytical side it will be AI that does the job because it can do it so much faster and better than a human.

How wealth managers are responding to the impact of AI in the industry

The potential use of AI in financial planning is rapidly evolving.

SIX CEO Jos Dijsselhof: «Blockchain Is Driving an Evolution, Not a Revolution in Finance»

This transformation is being driven by blockchain ecosystems, which are also used for cryptocurrency trading, among other things.

Takeaways from Paperjam+Delano’s private banking roundtable

Panellists talked about the impact of various technologies in the private banking sector.

TCF 2024: Cognizant and the future of digital transformation in wealth management

Cognizant is working on incorporating AI in the future of wealth management to maintain its position.

Deutsche Bank joins Project Guardian to explore asset tokenization applications

As part of the asset and wealth management workstream, the bank will test an open architecture and interoperable blockchain platform to service tokenized and digital funds.

The tech provider powering some of the UK’s largest wealth managers

The software architecture means that the risk, the effort and the cost is shared amongst the client community.

“Private banking will become a digital platform”

Private banks often fear that digitisation will lead to the disintermediation of the customer’s relationship manager by an APP or, worse, a robot-advisor.

FinTech