Managers of Wealth

Nucoro launches wealth management offering for Swiss insurance broker

Today, Opsion benefits from an advanced digital wealth management arm, that can engage new clients and revitalise relationships with existing ones too.”

Financial Abuse in the Age of Smartphones

Keystroke-monitoring software, hidden cameras, GPS tracking devices: Survivors chronicle their abuse—and escape

Limitations of Bitcoin and Anti-Money Laundering Rules in Europe

From November 10, 2019, the new AML regulations regarding cryptocurrencies, exchange and wallet providers came into force

The Power of Integration : All the Right Connections

Instead of trying to build everything in-house, we focus on delivering your firm the best wealth management platform in the industry, then partner with providers of complementary advisor technologies that are both proven and popular.

Financial Services Firms Struggle to Use Data to Support Business Decisions

These were among the key findings of a recent survey commissioned by Asset Control

A national strategy for Cyprus (and the Southern EU) on blockchain and DLT

This will enable the creation of a pro-innovation basis for the rapid adoption and smooth application of new technologies.

CREALOGIX recognised as digital wealth management innovator in 2020 Fintech Power 50 list

The Fintech Power 50 last year included some of the biggest hitters in the global financial services industry

Credit Suisse and UBS Execute First Collateral Swap on the Blockchain

The successful launch of the platform is an important milestone for the implementation of DLT in the securities lending market.

Maybank Extends Avaloq Partnership

Avaloq has continued to expand in the Asia-Pacific region, winning new clients and expanding existing relationships due to the ‘future proofing’ capabilities of the Avaloq Banking Suite

Broadridge unveils AI-based STP machine

Customers will be able to license modules on the platform for multiple Intelligent Automation applications

SEI opens developer portal

The SEI Developer Portal is designed to arm developers with tools and content to integrate features and functionality across front-, middle- and back-office services using registered applications, API keys/secrets and SEI’s various licensed API prod

Avaloq recognized as a Leader in wealth management solutions

The result is wealth managers achieving straight-through processing rates that are near 100%, with automation dramatically reducing the risks of human error and delivering compelling improvements in efficiencies”

Electric revolution: Eight car manufacturers that launched first production EV in 2019

Mazda’s all-electric MX-30 debuted back in October at the Tokyo Motor Show.

Tech firms team up for new wealth platform

The platform, used by more than 75 financial institutions in Europe and Asia, will be integrated with Pascal’s best-in-class user experience and client-engagement and management modules.

Russia’s Sberbank pushes into driverless cars with AI joint venture

Deal with start-up Cognitive Technologies marks latest venture away from banking

Wealth management startup prepares for 2020 launch

The London-based firm said it is also working on a series of short form animated videos to help people learn how different asset classes work.

Edmond De Rothschild expands services with SimCorp

An agreement has been signed between the two parties to extend the promotion of EOS Portfolio Management

HSBC swaps paper records for blockchain to track $20 billion worth of assets

The HSBC platform will digitise paper-based records of private placements, using blockchain to reduce the time it takes investors to make checks or queries on holdings.

No wealth manager left behind?

Many businesses are struggling against a wave of digitisation in the wealth management arena

New Tokenyz Securities Platform to be Launched by Ex-UBS Bank Veteran

UBS global bank executive Claude Waelchli to launch Tokenyz digital securities blockchain to rival Securitize, SharesPost and OpenFinance.

FinTech