Managers of Wealth

Product trends: what the future holds

On a final note, while it is clear that the industry is struggling to adjust to a new world, the pool of investable capital continues to increase—not just in the US, but around the world.

Tolerisk Announces Integration with SS&C’s Black Diamond Wealth Platform

Risk tolerance provider offers real-time analytics and allocation recommendations

Damian Hitchen: «The Next Step of Swissquote's Growth Story Is in Asia»

On the back of its most successful year as an online bank in 2018

Global Fintech Leader Expands Partnership with digitalswitzerland

Building upon its existing, three-year partnership with digitalswitzerland, Avaloq will work even more closely with the organisation

Survey Shows Key Role of Technology in Client Acquisition in Wealth Management

The research shows a clear shift by wealth managers towards a more digital approach to their client acquisition

UBS opens blockchain-based trade platform to clients

Thanks to the innovative solution, companies can execute, secure and finance trade transactions digitally and easily. Transactions via the we.trade platform stand out due to increased security, transparency and improved cash flow planning.

Profile: Latest developments recognised in international publications

Profile appreciates the recognition these awards provide to further support its efforts to deliver competitive services to its growing clientele.

SS&C to Release Third Quarter 2019 Earnings

To be released on October 31, 2019

Union Bancaire Privée onboards a new technology-focused equity long/short strategy on its alternative UCITS platform

Having successfully managed our technology-focused long/short strategy for 16 years now, we are excited to extend the offering to the broader UCITS audience and contribute to the diverse product offering that UBP’s platform provides.

Blankstone Sington Goes Live on Wealth Intelligence’s Allfunds Platform

Blankstone Sington already used the WIN platform, including its capability to automate the order management process.

Broadridge Enhances Composition Capabilities for Regulatory Communications

"This is another example of how Broadridge is helping asset management and other financial services firms streamline regulatory and marketing communications in a complex environment."

Ransomware Attacks for 2019 Already Outpacing Total Number of Incidents in 2018

Some ransom demands have grown to the six-and seven-figure range

NexJ Systems launches CRM for wealth management

NexJ CRM for Wealth Management is purpose built to provide financial advisors the ability to save time, optimize customer value, and enhance client engagement.

Broadridge pushes deeper into wealth management with Fi360 takeover

The acquisition will also further strengthen Broadridge's data and analytics tools and solutions suite that enable asset managers to grow their businesses by providing greater transparency into the retirement market.

Wealth managers battle to make it Appen

A meaningful app offering is no longer just ‘nice to have’, but an increasingly serious business channel.

Banking giant UBS officially implements we.trade blockchain

The Swiss bank revealed it went live on we.trade at the start of October, providing services to small and mid-sized enterprises.

Mind the cryptoasset information gap

Potentially large and unhedged exposures to cryptoassets could have financial stability implications, particularly given there is currently no prudential treatment for cryptofasset exposures of financial institutions.

Avaloq Outline is SIX’s new network partner for digital invoicing via online banking

Thanks to its wide range of services, Avaloq Outline has qualified as a new eBill provider for SIX.

South African fintech firm secures majority stake in Liechtenstein PB

The transaction, which is subject to the approval of the Liechtenstein Financial Market Authority, is expected to close in March 2020.

SNB and BIS sign operational agreement on BIS Innovation Hub Centre in Switzerland

The Swiss Centre will initially conduct research on two projects.

FinTech