Managers of Wealth

How Financial Advisors Evolved into Full-Spectrum Marketers

Ready to spend more on marketing, top-performing advisors also do a better job of managing growth by measuring ROI.

SEI to Provide Cyber Secure Select from Aon to Private Wealth Clients

This protection will be provided as a service to SEI’s ultra-high-net-worth clients and their families.

AML guidance on engaging digital ID providers issued

The guidelines are out for consultation and, whilst generally positive, we suggest more thinking is put into helping regulated firms identify suitable digital identity schemes.

Blockchain: to APAC and beyond

The creation of new markets powered by digital assets is one of the most exciting promises of blockchain technology.

Gold or Bitcoin, Which will Hit $3000 First? : Peter Schiff

Schiff is not a fanatic of Bitcoin and sees like any other currency or more like a tulip mania bubble.

apoBank selects Avaloq's BPaaS for securities processing

Avaloq currently employs around 185 people in Germany.

Investing in non-bankable assets with Avaloq – the whys and hows

These platforms frequently offer high leverage and untrained investors can quickly accumulate significant exposures over time as they become emboldened by initial successes.

Sweden set for dramatic growth in digital wealth management, says Nucoro

In terms of HNWs and the technology and telecommunications sector, Nucoro reveals that around 16 per cent of Sweden’s wealth is derived from the technology and telecommunications sectors.

AI transparency in financial services – why, what, who and when?

As part of their joint project, the FCA and The Alan Turing Institute propose to explore the practical application of this framework in workshops with industry and civil society stakeholders.

Zedcrest Launches New Subsidiary To Offer Digital Wealth Management In Nigeria

A recent guideline from the central bank elongates the available CBN futures yield curve to 5 years from 12 months.

Swiss Savers View Cryptocurrencies as Option, Now That Bank Accounts Don’t Save Them From Inflation

The expansion of the blockchain sector facilitated by accommodating regulations has created conditions for Swiss banks to work with fintech companies and offer new crypto-related products and services to their clients.

Wealth Management Industry Leader, Launches New AI-Driven Advisor

Our industry needed a user-friendly wealth management tool that allows us to cover more ground quickly and gives us an edge as premium service providers, which is what FP Alpha provides.

Digital Dangers: Enhancing your protection from clone firms

Clone firms are one of the most common type of scam, with the Financial Conduct Authority (FCA) recording more than 200 of them in 2018.

Robo Advisor: The revolution of wealth management

Robo Advisor means an investment advice which is provided by an automated investment platform that handles the development and maintenance of an investment portfolio.

Cryptoleaks Firm Supplied Banks

Intelligence services for years used Crypto AG, which was dissolved last autumn, to eavesdrop on scores of messages between governments, embassies and military commands worldwide, as a media consortium reported this week.

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.

FinTech