Managers of Wealth

Digital assets: striking the balance between innovation and regulation

The jurisdiction has however ventured into the digital asset custody sphere with the introduction of a new regulatory framework for digital asset custodian services.

A $100 Million CFTC-Registered Fund Makes Long-Term Bet on Ethereum

Darma Capital’s approach is based on its vision of the fundamental changes that blockchain technology has made possible.

Meeting complex needs simply

Like most of the financial services industry, wealth management is in a period of transformation.

Innovations in Blockchain and Artificial Intelligence

How Broadridge is applying new technologies to drive benefits for our clients.

Step by Step, Wealth Dynamix Rolls out its Client Lifecycle Management Solutions Across Asia

Advisers can sit at their desk, get alerts from the system on what products are suitable for this client,

Arbuthnot Latham moves to Euroclear’s investment fund service

Euroclear noted that from the placing of a funds order to the settlement, transfer, reconciliation and corporate action processing of the asset, the service makes a fund held in the UK as easy to administer as any other EUI-eligible instrument.

Managing machines: the governance of artificial intelligence

Large established firms seem to be most advanced in deployment.

How to Improve Vital Touchpoints in Wealth Management through Digitalisation

He explained that these generations are highly focused on technology.

‘Switzerland needs national cryptocurrency’: think tank

In a report entitled “Blockchain After The Hypeexternal link”, Avenir Suisse argues that it is time for the talking to stop and for the SNB to take the plunge into a centrally issued digital currency.

Broadridge using blockchain to address Shareholder Rights Directive

The new offering includes a range of process enhancements and a new blockchain-based platform

Artificial Intelligence: a disruptive force in the UK financial services sector

AI is seen as a tech disruptor frontrunner but firms are hindered by a skills shortage

World FinTech Report 2019

It explores how the future is moving to a shared marketplace

SS&C’s Global Wealth Platform crowned ‘best portfolio management solution’ at WealthBriefing Asia Awards

The award was presented at an awards dinner held at the Westin Singapore hotel on May 30th.

A Billionaire Reportedly Wants 25% of all Available Bitcoin

No matter how small the change is in the price, it will impact the trade value because a huge amount of bitcoin is involved.

Swiss wealth manager launches WM app

Vontobel Volt clients can invest on the basis of Vontobel’s proven 3α Investment Philosophy

HSBC brings Pepper the robot to Miami

Miami is an up and coming hub for innovation

Profile Software sponsors FinanceMalta’s 12th Annual Conference 2019

During the event, Profile will be presenting its innovative and award-winning fintech solutions for the Banking and Investment Management industries

Fintech solutions step up to support wealth management sector

EY’s 2018 wealth report found that the global volume of net investable assets of high net worth individuals will increase by around 25 per cent to almost USD70 trillion by 2021.

Objectway Ranks 1st in the IBS Global Sales League Table 2019

The Private Banking Systems category was particularly competitive with a higher number of participants and deal volume compared to last year’s Sales League Table.

Iress launches software to target hybrid advice model

Up to 5.8 million people would be willing to pay for advice if it was cheaper