Managers of Wealth

Coronavirus vaccine passports: What you need to know

Digital tools to certify immunity from Covid-19 could help ease lockdowns, but raise equality and privacy concerns.

Acumen-net: Major functionality upgrade supporting multi-cloud environments

Acumennet is continuously enriched to accommodate the evolving market trends for cloud-agnostic operations.

Crealogix: What is digital user experience and how can it benefit wealth management firms?

Interview with Kim Woodhall

Netwealth boosts profit, FUA

The average account size increased to $440,000 as at 31 December 2020, with the average annualised platform revenue per account increasing 6.5% to $1666.

aperture launches “Market Map for Wealth Management Software”

The Market Map is a new software evaluation methodology designed to assess the key criteria for systems in the digital age.

Family office founder on dealing with next-gen clients

Digitalisation will not fully replace human beings, according to François Mollat du Jourdin, chairman and founder of Geneva family office MJ&Cie.

Goldman Sachs unveils Marcus Invest robo-adviser in consumer push

Marcus Invest offers individual and joint investment accounts, as well as three types of individual retirement accounts, the bank said.

The Scramble for Tech by Man Group

The stream of capital to tech ETFs becomes a flood; and understanding how sentiment flows through financial networks.

Blockchain and cryptocurrencies – the future has already begun

We believe that this momentum will accelerate.

Social media ‘influencers’ are an untapped client pool

‘People aren’t taking them seriously’ and ‘do not understand the income that they can achieve’

Silicon Valley wealth adviser Iconiq sets up European outpost

The San Francisco-based firm, which has about US$54 billion in assets under management, has backed companies including Snowflake, which went public in September, as well as Robinhood Markets and Epic Games, the creator of Fortnite.

5 reasons to upgrade your workforce management technology now

From employee health and safety protection to workforce planning, how workforce management technology can help you prepare for the future of work.

Jamaica Co-Operative Credit Union League selects Olympic Banking System

These services include loan and deposit products

Megan Jones comments on the latest OCC crypto bank approval and the post-Trump future

Despite this, Megan cautions that the future of digital assets in the US will likely involve strict enforcement and focus on anti-money laundering compliance and reporting requirements.

Avaloq invests in Raquest

The German company's software promises to make it easy for financial institutions to get relief at source and reclaim withholding tax through automated digital processing.

Multiple Swiss banks Become Member of Blockchain Compliance Platform WeCanComply

Other participants include the Swiss Investment Managers Alliance, comprising companies which together manage funds of over CHF 100 billion ($112 billion).

UK Government picks AutoRek for US roadshow

The DIT’s RegTech Roadshow will take place virtually between the 22nd and the 26th February 2021

Hong Kong offers fertile ground for robo-advisory firms to grow and tap wealth management market in mainland China, Aqumon says

Robo-advisory platform users are forecast to grow 28 per cent in 2021 while assets under management are projected to reach US$1.7 billion: Statista

SS&C Technologies Releases Q4 and Full Year 2020 Earnings Results

SS&C Health completed the new COVAX Program, focused on ensuring the successful completion of the COVID Vaccine series for members receiving the vaccination from SS&C Health partner pharmacies.

Quilter Financial Adviser School to offer digital courses

All Level 4 training materials have been moved online, supported by videos, voice overs and questions to check understanding.

FinTech