Managers of Wealth

Blockchain and distributed ledger technology: no repercussions for tax law

Another area examined was the collection of withholding tax on income from equity and participation tokens.

Acumennet eFX launched for full management of Foreign Exchange Risk at Treasury Operations

Acumennet eFX can be deployed as stand-alone or as part of the award-winning Treasury platform Acumennet whilst it can be deployed on-premises or in the cloud.

Deloitte’s 2020 Global Blockchain Survey

From promise to reality

Implications of China’s Sovereign Digital Currency

The idea of a state-run digital currency (or e-RMB) has been brewing in China since 2014, with a pilot programme starting in recent months. It is a digital yuan – backed by the government.

Broadridge Creates New AI-Driven Digital Execution Platform to Bring Next-Generation Liquidity to Corporate Bonds

Broadridge has partnered with Jim Toffey, founder of Tradeweb Markets

Here are the UK’s 6 leading digital wealth managers

These firms have brought a new meaning to the saying “look after the pennies and the pounds will look after themselves.”

What To Consider When Evaluating A Technology Vendor

The tools and technology that vendors are using in the administration of your activities is another area to explore in the evaluation process.

Objectway Wins XCELENT Depth of Service Award

Celent also recognised that Objectway Client Engage and Conectus Onboarding provide “a comprehensive front-to-back Client Lifecycle Management offering allowing clients to identify prospects as well as onboard, with a user-friendly UI”.

ERI Bancaire Teams Up With IBM

The new offering hosted on IBM public cloud will give private banking customers more flexibility

FIS launches Wealth Management offering

The solution is appropriate for wealth management firms, wealth divisions of banks, trust companies, custodians and brokerage firms.

Act Analytics and Black Diamond Announce ESG Technology Integration

Advisors using both systems will be able to better manage ESG portfolios for clients, saving time, ensuring accuracy, and gaining scale as portfolio data from Black Diamond is automatically downloaded into ACT Analytics for ESG portfolio comparison, model

ONE Appointed by Maitland to Provide Compliance Technology

This is achieved via R-ONE, a scalable technology solution for compliance and governance processes reflecting the current state of Luxembourg and EU rules and regulations.

OCBC takes complex face-to-face wealth advisory process online

The range of wealth products sold include unit trusts, bancassurance products, structured investments, bonds, and foreign exchange products.

Dream Friday: Let's Take WealthTech a Few Steps Further

Crystal ball gazing time! What's coming up in the future of WealthTech?

Dream Friday: Let's Take WealthTech a Few Steps Further

Crystal ball gazing time! What's coming up in the future of WealthTech?

Nucleus account director dies

He was the company’s first regional business development director

PM+M launches free funding, R&D and wealth management virtual consultations

They also need to be aware about when liabilities will become payable.

Contemi Solutions Analytics Module Named Most Innovative FinTech Solution

They are one of the brightest, and keenly contested events in the wealth management sector.

Crealogix becomes a member of the OpenBankingProject.ch consortium

With its membership of the OpenBankingProject, CREALOGIX is committed to an open digital ecosystem

RiskAvert supporting CRRII & Basel IV

RiskAvert covers all approaches for Credit Risk Regulatory Capital Calculation allowing the bank to evolve from Standardised to IRB approaches.