Managers of Wealth

Cidel wins “Digital lnnovator of the Year” Award

This prize is awarded to organisations that have best harnessed technology and digital solutions in the wealth management sector in Canada over the last 12-18 months.

Software Upgrades Vital For Wealth Sector

Citi calculates the number of financial advisers in Australia continues to decline and advisers remain key to choosing a platform

Avaloq teams up with Google Cloud to develop and deliver state-of-the-art cloud solutions for banks and wealth managers

This new partnership is set to enable financial institutions to use the Avaloq Banking Suite and other Avaloq platforms on Google Cloud.

Profile: Partnership with Surecomp, leading provider of global trade finance to mutually represent solutions

In response to a higher volume of finance requests, they must facilitate trade more efficiently and with greater connectivity to the broader trade finance ecosystem.

PostFinance and Swissquote enter into joint venture

Both partners see major benefits in such a collaboration.

How Technology is Reshaping Wine Industry

Wine is a US$300 billion industry, and only a few startups have been making big waves in this niche.

CISI offers new e-learning course on vulnerable customers

This e-learning assessment will help identify vulnerable customers and explain the necessary practices and guidance which are necessary for finance professionals to demonstrate their duty of care.

Switzerland launches Green Fintech Network

Members will identify areas in which the conditions for green fintech in Switzerland could be improved, offering concrete proposals to both the government and the private sector.

Moving to a new engagement model…digital first!

The need for increased sales efficiencies and effectiveness is not/will not go away.

Pandemic drives financial advisers to speed tech change

Digital shift could cut costs and open sector for broader range of clients

Using blockchain to leverage your digital assets

Forget what you know about digital asset infrastructures.

Avaloq launches comprehensive ESG investment solution for banks and wealth managers

ESG investing has grown significantly over the past few years as investors, businesses, governments and a range of stakeholders look to address critical challenges such as climate change, environmental damage, social inequality and discrimination.

4 Ways Data is Changing Investing

The arrival of broader data sets, new technologies, and more sophisticated data modelling techniques has been transformative.

Profile Software's latest Axia release offers advanced onboarding and new client portal

Current times call for remote working, communication, and networking

Nucleus acquires service company to take tech in-house

The deal has been funded from the platform’s existing reserves and is expected to complete by the end of the year.

Increasing consolidation will lead to rapid digitalisation in corporate services, trusts and fund administration

The survey also found that expectations of end clients are rising, with 2 out of 3 respondents saying their clients want a greater digital experience and, as a result, 69% of firms now plan to digitalise their business and client engagement in the next 2

FinTech