Managers of Wealth

Wells Fargo Scores Highest in Wealth Management Mobile App Satisfaction

Mobile app recognized by J.D. Power for ease of navigation

GBST launches investment pathways functionality

We will work with clients to further develop our pension and investment propositions and meet the evolving needs of their customers.

The 10 Nominees for the Swiss Fintech Startup Awards 2020 Revealed

The winners are chosen by a renowned jury consisting of 20+ fintech experts

“CEORater” honors SS&C’s Bill Stone as Technology CEO of the Year

Bill Stone founded SS&C Technologies, Inc. in 1986.

Why These 7 Swiss Fintech CEOs are Worth Following in 2020

Part of the drivers behind Switzerland’s rise into one of the world’s top fintech hub in the world has been the numerous initiatives by government bodies and regulators.

High-net-worth clients need cybercrime savvy

As cybersecurity professionals lag in talent race, affluent households must be alert to the threats

2020 predictions for asset management

Models will continue to gain ground.

Standard Chartered launchs public portal for real-time tracking of cross-border payments

Similar to tracking the delivery of parcels, Standard Chartered’s clients and their counterparties can now obtain the status of any payments the Bank has processed in real-time, by simply entering SWIFT’s unique end-to-end transaction referenc

NORD/LB migrates New York, Singapore and Shanghai branches to Avaloq Banking Suite

NORD/LB Luxembourg Covered Bond Bank generates competitive refinancing for NORD/LB group's core lending business through the issuance of high-quality covered bonds.

How Big Data Will Impact Real Estate Buying, Selling and Developing

The emerging Big-Data-fueled technologies can provide new insights and approaches to how luxury real estate is developed, priced, sold and bought

AlphaPoint is Improving the Liquidity of Financial Markets

In its endeavor to enhance liquidity in the sectors that are still illiquid, it has launched some of the finest products.

PwC Switzerland takes over blockchain company

The company belongs to various industry organisations in the blockchain sector, including the Crypto Valley Association and the Swiss Blockchain Federation.

Fintech regulation to watch in 2020

Attorneys say stakeholders are likely to see increased awareness of fintech issues in the national capital in 2020

Google says it will no longer use 'Double Irish, Dutch sandwich' tax loophole

Technique allowed the tech giant to delay paying US taxes on international earnings for years, and pay a lower tax rate overseas

LEBC enters 'bionic advice' with app launch

Bionic Advice is the concept devised by LEBC Chief Executive, Jack McVitie, who identified the need to provide an affordable service to consumers by combining access to human advisers with technology.

Five Countries Where Crypto Regulation Changed the Most in 2019

“Some countries now consider them legal tender, while many viewing cryptocurrencies as commodities. Governments around the world are keenly aware of the problem that the technology is rapidly outpacing the laws that govern it.”

Wealth Wizards confirms £30 m growth funding round

Based in Leamington Spa in the UK, Wealth Wizards’ end-to-end technology platform allows customers to automate regulated customer journeys

The 2020 Outlook for Financial Services

As we enter the new decade, the need for security, safety, and trust in online transactions is greater than ever before.

Digital partnering is an effective solution not a cop out

‘Firms are struggling against a wave of digitisation in the wealth management arena’

How many light bulbs does it take to change the world?

The habit of innovation had to be invented.

FinTech