Managers of Wealth

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.

“Use Bitcoin”: Swiss Government Narcs on 3.1M Foreign Bank Accounts

The FTA sent information on approximately 3.1 million financial accounts to the partner states and obtained information on approximately 2.4 million accounts.”

‘Jim’ the Chatbot Helps Singapore Bank Hire for Its Wealth Business

Quality of shortlisted candidates improved after DBS uses Jim

Using AI for safekeeping capital investments and portfolio optimisation

There are several ways in which we can apply AI strategies in order to solve the main challenges faced by wealth managers today.

Citi Partners with Software Fintech to Launch Refreshed Digital Investment Portal

Best-in-class Digital Investment Platform delivers Upgraded Client Experience for Money Market Fund Portfolio Management

Directors Failing to Receive Majority Support Hits Five-Year High

The number of board nominees failing to get at least 50% support was 478 compared to 416 in the first six months of 2018.

SS&C GlobeOp named Best Private Equity Fund Administrator

Private Equity Wire’s readers’ votes determine the winners of each category.

Refinitiv and SigFig Partner to deliver digital advice technology solutions to wealth management clients

The latest research from Refinitiv shows that the pace of digital evolution is quickening.

Focus Solutions awarded ISO 27001 certification

The certification was granted following a rigorous external audit of all of Focus’ activities by the leading ISO certification specialist QAS International Ltd.

Taking tech to the next level

Technology should move towards a ‘New World Advice’ model to enable advisers to serve customers better, analyse and manage assets more efficiently and attract new clients.

Bank founder launches technology fund

The fund, which is available to Switzerland’s qualified investors, is domiciled in Luxembourg.

Crypto Wealth Management Platform B21 Receives Gibraltar Blockchain License

According to B21, the company underwent rigorous due diligence to earn its DLT license and joins a select few cryptocurrency firms to achieve the distinction.

Vontobel to offer structured product using blockchain technology

The Swiss private bank is consistently pursuing its strategy in the blockchain segment, which began in 2016 with the launch of the first tracker certificate on Bitcoin.

Venture funds embrace technology while retaining the human touch

“Digitalisation transforms industries in myriad ways,” observed Jie Gong, Partner, Pantheon Ventures.

Broadridge Survey Reveals How High-Growth Financial Advisors Gain Clients and Increase AUM

Annual marketing spend among respondents largely corresponded with client AUM

Disruptive tech: are robo-advisers the new wealth management trailblazers?

The overall aim is that investing and managing wealth – be that of a corporation, family or individual – is streamlined.

vdk bank to implement two components of Objectway’s wealth-tech suite

The Objectway WealthTech Suite supports the whole investment management process, enabling the firm to better serve their customers, optimising returns and increasing profitability

Broadridge Adds Cryptocurrency and Exchange Traded Derivatives Capabilities

"We look forward to bringing real benefits to a new set of market participants as well as new capabilities to our existing client base."

FinTech