Managers of Wealth

SoftwareONE boosts board

The two nominated Board members will stand for election at the Annual General Meeting scheduled for 20 May 2021.

FNZ appeals merger block as CMA admits ‘errors’

The deal was first announced in July of the same year and was set to bolster FNZ’s position in Australia and the UK.

Banking fintechs are an opportunity, not a threat: Landolt CEO

In the latest Tour de Suisse roundtable, private bankers discuss how the entrance of new players such as fintechs is impacting the private banking industry.

USS eyes efficiency gains from digital diligence platform adoption

This will result in time savings at both USS Investment Management and our managers over the period of our relationship as well as helping to improve efficiency.

Zug digital asset firm gains licence and will launch offering for IAMs, family offices and banks

It has been approved by the FMA in Liechtenstein to provide services such as custody and exchange for cryptocurrency and digital assets.

Double Win For Objectway Wealthtech Suite At Xcelent 2020 Awards

The report was written by Celent Wealth Management Senior Analyst, Ashley Longabaugh.

corfinancial: Salerio Software Ready for OASYS Decommissioning

Salerio is now a certified solution to facilitate the transition away from OASYS, having successfully completed its conformance testing with DTCC.

Why digital channels may be the way forward in providing wealth management services

Advisory firms today are deploying cutting-edge technology to offer convenience to customers on personal financial management

North Reef Capital Management Picks SS&C’s Front-to-Back Solution to Power Operations

More than 80 emerging funds leverage the deep integration of Eze technology and SS&C’s fund administration services.

Swiss Digital Transformation Provider Targets the Middle East for its Next Growth Phase

It is now recognised across the globe that banks need to work with providers that are fully focused on investment and wealth management, on digital journeys, on self-service, and on hybrid solutions and delivery.

Crypto Rumbles Central Bank Sovereignty

What central banks are trying to do is replace the storage carrier of money with a new one

“I Sold Half My Bitcoin Holdings Over Christmas": deVere CEO

The value of all Bitcoin in circulation is now around $452 billion.

Open finance has a great potential

Open finance is emerging as a key development in the financial sector, driven by technological progress and changing client needs.

Family Offices Have Been Investing In Digital Assets Longer Than Institutions

Just own the best performer and not get wed to an intellectual side that might leave you weeping the performance dust because you thought you were smarter than the market.

B2B wealthtech InvestSuite raises €3 million

The funding allows us to hone in on these opportunities.

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

FinTech