Managers of Wealth

Unlocking your full potential and magnifying exposure to qualified investors, while staying on top of the industry

The latest version of GIPS brings a number of new requirements and recommendations.

The bold will stay ahead of the curve in asset & wealth management

Financial advisor practices across all wealth management channels and business models need to scale family office-like services to their clients across all wealth spectrums.

Objectway Wealthtech Suite Scored Highly Across All Key Areas Of Analysis In Celent Wealth

The research and consulting firm considers Objectway WealthTech Suite a complete front-to-back platform, especially mentioning its CRM, asset class support, and back office functionalities.

Executives need to learn more about security to combat cyber threats

The disengagement can have problematic consequences.

Avaloq joins UK’s Fintech Alliance

Avaloq has seen its UK presence expand significantly over the past two years

Culture change is the biggest barrier to digitisation

The Wealth Digital Readiness survey polled 14 global wealth management firms, collectively managing over £430bn in assets under management.

Paloma Partners Engages SS&C for Fund Administration and Middle- and Back-Office Services

Integrated solution optimizes Paloma Partners' operations

Just In Time Technology: The Client's Critical Role In Software Development

When we are presented with a requirement, we start gathering facts quickly.

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

FinTech