Managers of Wealth

Citi CEO: In an Age of Fintech Disruption, Don't Sleep on the Bank Branch

Corbat wants Citi to start catching up.

Will PwC’s New Software Solve the Cryptocurrency Auditing Problem?

The new tool reportedly allows PwC to establish crypto asset ownership and gather information about transactions and balances from blockchains.

Uses of blockchain in the M&A process

Blockchain technology can also assist in recording intellectual property assets.

Wealth Dynamix named winners at the UK Private Banker International Awards

The judges were impressed by the WDX1 Client Lifecycle Management solution and its 3 modules

SEI Wealth Platform has launched a Costs and Charges reporting service

The new functionality takes advantage of the Platform’s open architecture to gather multi-sourced data, which is then transferred to FinoComp for disclosure calculation and production.

What is Your Family Office Doing to Protect Itself From Security Threats?

Single-family offices—as the name suggests— support one family and generally grow out of a family business while multi-family offices will manage the affairs of various families.

Avaloq Community Conference 2019: Future proofing financial institutions

The Avaloq Community Conference 2019 will bring together movers and shakers from the international Avaloq Community

Two fintech firms providing tools for uber wealthy clients

Tech required by UHNW investors is more sophisticated

Intertrust acquires technology firm

Viteos is a tech-enabled alternative funds industry leader providing end-to-end middle and back office administration for top tier hedge funds, private equity, real estate, private debt and other alternative asset managers.

Dutch banking giant goes live with Temenos’ WealthSuite

The bank recently selected the Temenos Continuous Deployment product to speed up its software delivery and rapidly launch new innovations.

What is Libra? All you need to know about Facebook's new cryptocurrency

Facebook claims it wants to reach people without access to a bank account, and that Libra is the best way

The future of women at work: Transitions in the age of automation

Between 40 million and 160 million women globally may need to transition between occupations by 2030, often into higher-skilled roles.

Betting on the stars: what value can investors find in space?

The new space race, however, is fuelled by both commercial gain and entrepreneurial vision and it’s not just billionaires such as Elon Musk or Jeff Bezos who are getting in on the act.

Pershing Deepens Technology Consulting Capabilities

Pershing's advisory assets reached $665 billion at the end of the first quarter of 2019, marking eight percent year-over-year growth.

The Age of AI and Wall Street - Survey

Twenty-nine percent of companies have moved into the “Industrial Age” with pilots and one-fifth (20%) are in the modern “Information Age” with AI in full production.

BlueRed a bridge linking Israeli startups to Asia's wealthy

Working closely with Asia's well-heeled, he noticed their appetite for venture investing in Israel's burgeoning startup scene, but that they lacked the connections for access to good deals.

Dolfin launches international payment card and app

Dolfin has launched Dolfin Mastercard, a multi- currency payment card available exclusively to the firm’s private clients.

HMRC customers plagued with 2.6 million phishing and phone scams

The second most popular type of scam was SMS with a total of 150,009 over the last three years.

G20 to hit tech giants with tax crackdown by 2020

Those companies that continue to book profits in offshore tax havens will then be subject to a global minimum tax rate.

Archer Ecosystem adds BITA Risk Platform from corfinancial

“Broadening the suite of capabilities available to investment manufacturers through our integrated platform has been an important strategic initiative for us,” said Bryan Dori, Archer CEO. “The BITA integration is one of the ways we&

FinTech