Managers of Wealth

An Obscure Finance Firm Is SoftBank's Next Big Hope

The firm has used some of its cash pile to build technology and buy complementary businesses.

ESG investors are taking on Big Tech

Silicon Valley is being targeted using techniques honed on oil and gas groups

Capgemini Named a Leader in Wealth and Asset Management Services by NelsonHall

“Capgemini has a large and mature wealth and asset management business that is well positioned to grow by offering strong consulting and solutions”

Banks: Compliance people are most afraid of this risk

As a result, the importance of cyber risks as a threat to banks has increased rapidly - just five years ago, the topic did not make it into the top ten threats listed by bank risk managers.

Transforming Client Lifecycle Management with AI-driven WealthTech

Wealth management organisations today face a shifting landscape of opportunities and challenges.

Scalable Capital claims lead in Euro robo race as assets hit €2bn

It comes just 18 months after the UK and German wealth manager surpassed €1 billion in assets under management

Connor Broadley Adopts SEI Wealth Platform

Technology Enables Efficiency and Scale to Support Growth Ambitions

Netwealth losses rise 24% as it ploughs cash into hire spree

Pre-tax losses at Netwealth increased to £5 million to the end of March 2019, up 24% from just over £4 million last year.

The Wealth Management Firm of 2025 Is Preparing Today

One of the facts highlighted from Alberto’s speech is that the expense of servicing clients is generally expected to rise

LV-backed fintech firm Wealth Wizards seeks £30m to fund expansion

Wealth Wizards is working with Wyvern Partners to attract new strategic investors, Sky News understands.

Robo-adviser seeks £30m to expand advice arm

LV invested in the Leamington Spa-based company in 2015.

Revealed: Top 10 countries leading the race of quantum computing technology

Canada is planning to invest $1 billion in quantum computing technology research.

Greg Gibb: CEO of Wealth Management Firm Lufax Says Chinese Fintech Sector Is “Restructuring Dramatically”

This largely has to do with the Chinese peer to peer lending industry which once was the largest sector of Fintech in the world but has collapsed in spectacular fashion.

Zug crypto bank expands into nine new countries

Seba, which is based in Zug, received a licence from Finma in August.

Envestnet | MoneyGuide partners with Buckingham Wealth Partners

MoneyGuide was created to ensure individual complex planning needs could be met, and we are thrilled to partner with Buckingham Strategic Wealth to provide scalable and efficient financial planning software

TAG Bill Pay Named Finalist for PAM Awards 2020

TAG Bill Pay has been shortlisted for the “best general ledger system,” an award designed to recognize firms who provide outsourced general bookkeeping and accounting support services to family office firms.

MyState launches new managed fund platform

TPT Wealth is one of Australia’s oldest and most respected providers of wealth solutions

Considerations when Expanding into Adjacent Asset Classes and Fund Structures

The move accelerated Acadian’s expansion from traditional long/short portfolios into areas such as futures, futures on swaps, and commodity swaps.

Killik & Co chooses CREALOGIX

The current collaboration sees Killik & Co deploying the latest version of the software product CREALOGIX Invest.

Nucoro completes first wealth management project in the insurance sector

Launching under a new brand name, Opsion, SRC were able to add an additional revenue stream and new clients, operating as a disruptive challenger in the retail asset management sector, without sacrificing the established expertise of its main business and

FinTech