Managers of Wealth

SEI Investments Beats Q2 Earnings Estimates

Our second-quarter results reflect improved capital markets, the implementation of new clients and the delivery of services to existing clients.

Fisch AM CEO: ‘The old style of management will be challenged’

With its new focus on digitisation, the firm’s IT department is being rejigged to focus on quant analysis, said Sturzenegger.

UBS Financial Adapts to a New Generation with Award-Winning iPad App

The future leaders of Tampa can now balance their to-dos of today

India’s FinTech Cube Wealth expands asset management biz in UK, Hong Kong

At present, it manages investment portfolios and provides investment advice from SEBI and the Reserve Bank of India registered advisers.

UBS Launches Tech Competition to Seek Banking Innovations

The deadline for participation is August 15, 2019.

Kickstarting the wealth industry technology revolution

Over the last three years, wealth managers and private banks have become starkly aware of the need to address the impact and use of technology and the way they do business.

Temenos interview on Dukascopy TV during Geneva WealthTech Forum

How wealth managers are under pressure to innovate

More than 70 hedge funds adopt SS&C Eze Eclipse platform

More than 70 hedge funds adopt cloud platform

Temenos announces strong Q2 2019 with total software licensing growth of 21%

Second quarter 2019 results.

FNZ Acquires Wealth Management Software Firm

The significant acquisition consolidates the combined FNZ-JHC group’s position as the most reliable and trusted technology provider to the UK wealth management and broking platform sector

“DARQ” technology and disruptive M&A: gearing up for the “post-digital era”

The main questions related to this “post-digital shift” are; what is next, and how can companies get ahead? One possible answer appears to be “DARQ” technology, acquired through transactions with disruptive technology companies.

Ping An-Backed Wealth Manager Exits P2P Lending

Lufax, formerly Shanghai Lujiazui International Financial Asset Exchange, is valued at about $39.4 billion and Ping An Insurance was reportedly seeking to buy back $12 billion in shares in June, signaling confidence.

Crypto firm sets sights on Finma licence

Bitcoin Suisse currently has 125 tradable crypto assets available.

Temenos completes acquisition

The combination of Logical Glue’s award-winning XAI platform and Temenos, offers banks the most advanced next-generation explainable AI banking products

Swiss Firm Seeks Wealth Disruption

The company doesn't want to be known as a robo adviser: Dufour is a digital wealth manager, the trio insists, whose digital investment capabilities include thorough and personal advice process.

Wealth Dynamix crowned Best CRM solution for the 3rd year in a row

Stephen Pinner, Managing Director of Goodacre UK, who hosted the awards ceremony said: “These Awards are now the benchmark for firms considering alternative services and systems, not least as it is the users themselves who have offered direct feedba

Digital wealth manager launches in Singapore with $5.2m in seed funding

The CMS licence is required for companies that wish to conduct regulated activities under the Securities and Futures Act, such as dealing in capital markets products.

Mauritius – Playing in a tropical, Fintech sandbox

Graham Patrick, Senior Client Manager, based in Mauritius, explains why for the tech-savvy investor, Mauritius is an interesting place to watch right now.

MiFID II support tool for wealth managers unveiled

The portal extracts data from a manager’s system daily and also brings all a client’s financial information together in one place.

The Principality of Monaco goes fully 5G high-tech, anticipating the future digital revolution around the world

As a matter of fact, 5G promises to be a precious tool to boost new opportunities at the service of everyone who lives or works within Monegasque boundaries as well as every visitor.