Managers of Wealth

Profile Software upgrades RiskAvert

RiskAvert has been enhanced in several areas to deliver complete management of Risk.

Liechtenstein boutique launches gold and crypto fund

The fund invests 75% in gold and 25% in cryptocurrencies, mainly Bitcoin. It has returned 30% since its launch.

Is It Time For An Agile Revolution In Financial Services?

In this article, we talk about why agile is key to Financial Institutions (FIs) successful digital transformation journey.

What did we learn from CREALOGIX Open Innovation Day 2020?

The sense of urgency came across loud and clear – consumers’ tastes and expectations are changing rapidly; they are setting the pace and financial institutions must race to keep up.

Broadridge’s Global Asset Servicing Solution Now Live on Amazon Web Services

Global tier-1 investment bank utilizing cloud-based automated processing solution to address end-to-end asset servicing complexities

Singapore digital wealth manager raises $18.6m

This latest capital injection will allow Syfe to accelerate its journey toward reshaping the future of investing and saving in Asia.

Itaú USA Asset Management Appoints SS&C for Fund Administration

Brazilian investment manager consolidates vendors in favor of SS&C’s breadth of services

Avaloq strengthens its implementation capabilities with a new partnership and a status upgrade

This upgrade reflects Confinale’s significant number of Avaloq experts, the team’s large geographic reach as well as the number of successfully completed projects to date.

PINTEC Announces First Half 2020 Unaudited Financial Results

Total revenues in the first half of 2020 decreased by 65.0% to RMB251.6 million (US$35.6 million) from RMB719.7 million in the same period of 2019.

How Merrill, Schwab, Fidelity Are Using Tech to Build Values-Based Portfolios

Big firms are using AI and machine learning to help clients build individualized portfolios that align with their values.

Adriano Lucatelli: «Picked on Bitcoin, But Meant Investors»

There are too many cryptocurrencies – several thousand of them.

Mitigo joins as latest PIMFA Plus partner to help members combat alarming new trend in ransomware attacks

Ransomware is a type of malicious software which encrypts a firm’s data so it is impossible for them to access any information.

New Wealth to Grow Distribution in Indonesia

CEO Löic Pitrou said the company is currently expanding its ability to deliver multiple digital finance projects in Indonesia to support the fast-growing digital savings and wealth management sector there.

Decentralized Finance: evolving to optimize investment and maximize returns

Decentralized finance uses smart contracts and blockchains to provide financial services previously only available from centralized regulated businesses.

Iress wins ‘Best Adviser Solution’ at the Goodacre virtual awards

The awards ceremony was held virtually for the first time in its 18-year history.

New WealthTech Views Report: How Distributed Ledger Technology & Blockchain are shaping the future of wealth & asset management

The report was created because the wealth and asset management sector continues to face challenges due to the unstoppable digitalization that is threatening traditional business models in finance.

FinTech