Managers of Wealth

Exclusive Goldman to launch Marcus UK robo-adviser early next year

The challenge now is how do we repeat the formula we used for savings to offer our customers an accessible platform for investing products.

DBS Launches Crypto Trust Offering

Confidentiality, peace of mind and taxation often emerge as top-of-mind concerns in our conversations with clients

The 4 Countries That Want You to Work as a Digital Nomad

These high-end resort locations are vying to attract the world’s top remote workers with incentives that can make living—and working—in paradise a reality

DBS Launches Crypto Trust Offering

The new trust offering is limited to cryptocurrencies currently supported by the bank’s digital asset exchange – DBS Digital Exchange (DDEX) – which includes Bitcoin, Ether, Bitcoin Cash and XRP.

Aviso Wealth Selects Broadridge to Power its Wealth Management Platform

The implementation of Aviso Wealth's MFDA business to the Dataphile solution was completed in January 2021.

SwissBorg accelerates growth and selects OpenPayd’s banking-as-a-service platform in Europe

OpenPayd is providing virtual IBAN accounts and fiat on-and off-ramps enabling SwissBorg to improve user experience as it continues to scale

SS&C GlobeOp Hedge Fund Performance Index: April performance 2.04%; Capital Movement Index: May net flows advance 0.26%

The SS&C GlobeOp Hedge Fund Performance Index offers a unique reflection of the return on capital invested in funds.

Asset Managers Remain in Early Stages of Adopting Disruptive Technologies, Accenture Report Finds

Although doing so will require new technology capabilities, according to the report, less than one-third (28%) of respondents said their firms have already implemented new technology platforms.

Broadridge Completes Acquisition of Itiviti, Extending Capital Markets Franchise

Acquisition expands Broadridge’s Capital Markets into the front office and strengthens multi-asset capabilities, while driving additional global scale and ability to serve clients world-wide

InvestCloud Signs Pioneering Wealth Management Deal with MUFG, Japan's Largest Bank

InvestCloud Wealth Adviser Platform will support improving end-to-end wealth management service amidst fast-growing Japanese investor audience

FNZ takes aim at CMA’s ‘inconsistent’ approach

The CMA’s original phase two decision, found that FNZ selling the entire GBST business was necessary to address its competition concerns.

Cryptocurrencies: should they still be viewed as uninvestable?

Long viewed as uninvestable by many, rising demand from retail investors is driving some financial advisers to reassess the validity of cryptocurrencies as an alternative asset class

Fund administration’s pivotal position in impact investing

SS&C has a unique position in the impact investing realm.

Groww Looks to Expand Offerings

The startup was valued at $1.2 billion last month when it raised $83 million in a Series D funding round led by Tiger Global.

First bug bounty programme in the Federal Administration

This platform is based on state-of-the-art cloud technology and meets the requirements of the Confederation and other regulated industries such as critical infrastructures.

SC Bank Korea launches digital wealth management platform

We launched a new digital platform to help customers interested in asset management to easily access refined information and market trends.

Infinity Circle signs for Zensar tech

It has the vision to simplify wealth management through innovation

SS&C Further Increases Offer on Acquisition of Mainstream Group

Mainstream subsequently announced that it has received a further unsolicited proposal from the same third party at AUS$2.60 per share in cash.

FundCount Named to the 2021 WealthTech100 List

Recognized as one of the most innovative technology companies in wealth and asset management

Refinitiv teams up with FinTech Studios for Latin American wealth management push

Refinitiv’s agreement with FinTech Studios further demonstrates its commitment to provide content and analytics that drive insights for financial professionals across local and global markets.