Managers of Wealth

SS&C Surpasses Q4 Earnings and Revenue Estimates

GAAP net income for the fourth quarter of 2019 was $141.6 million compared to GAAP net income of $58.7 million in 2018’s fourth quarter

Cryptoleaks: NSA cover company supplied to Swiss banks

The sister company Infoguard is also said to sell crypto products to the financial center.

Tokenization platform Smartlands to base future funds on Liechtenstein law

Smartlands is a worldwide Platform for tokenization of real economy assets by issuing asset-backed tokens (ABT)...

OLYMPIC Banking System crowned “Best Transaction Processing Solution”

“It is proof of the excellent work our teams have accomplished over the past twelve months to ensure the highest level of service for our clients.”

AnaCap signs agreement to acquire leading UK wealthtech platform

Founded in 2006, Wealthtime consolidates the investment portfolios and financial assets of individuals seeking advice from Independent Financial Advisers into one clear and easy to use online service offering.

Family Offices: A Manual for the Digital Age

Most family offices will realize that they don’t have any such people on board, at least not with a strong background in digital banking.

apoBank selects Avaloq's BPaaS for securities processing

Both parties are jointly preparing this step.

Temasek invests in FNZ

This was the first investment from the CDPQ-Generation partnership, who came together to make large-scale, long-term sustainable investments.

UBS Partners With Clients to Design New UBS Financial Services iPhone App

The app also encourages clients to have more informed and enriched conversations with their UBS Financial Advisor to help them reach their personal financial goals.

Why Cognizant Is Buying EI-Technologies

And the planned acquisition requires advance consultation with the relevant works councils.

Heartwood Investment Management selects SimCorp Coric

At the same time, Heartwood has also identified the untapped potential of client communications, together with digital channels, to deliver an engaging, consistent and holistic client experience.

TechRules crowned best client reporting at Swiss Awards

Everyone has really pulled together to ensure we continue to deliver the highest level of service to our clients, and move us that bit closer to our goal of being recognised as a Best client reporting in the Wealth Management space”.

Charles River Awarded “Best Portfolio Management Solution” at Swiss Awards

Wealth managers and private banks globally use Charles River to make more informed investment and de-risking decisions.

Ares Management Extends Agreement with SS&C

SS&C was first appointed by Ares in 2013 to provide fund administration and middle-office services.

Contemi Nominated in the Onboarding Category for the Wealthbriefing European Awards 2020

This nomination highlights our commitment to developing cutting-edge, client-centric technology solutions

Moonfare reaches €250m in assets under management

Users can invest in blue chip private equity opportunities with a minimum investment starting at €100,000.

AI's Evolution: Trends To Watch In Investment Management

AI can make investment managers more efficient through better data easily accessed and understood.

Why Family Offices Will Get Tactical, Digital and Cultural in 2020

We are already seeing a number of family offices with heavily concentrated positions (whether these are from a business, investment or geographic perspective) looking for opportunities to diversify through various means.

Wealth Dynamix Becomes Microsoft ISV Connect Partner to Drive Value for Global Customers

Combine the power of Microsoft technology with the specific market expertise of Wealth Dynamix, and you have the perfect solution to address the regulatory and digital challenges of today's wealth management industry.

Berenberg launches digital wealth management portal with support from Backbase

Berenberg will continue to move forward with its agile, user-centered methodology

FinTech