Managers of Wealth

Zug crypto bank expands into nine new countries

Seba, which is based in Zug, received a licence from Finma in August.

Envestnet | MoneyGuide partners with Buckingham Wealth Partners

MoneyGuide was created to ensure individual complex planning needs could be met, and we are thrilled to partner with Buckingham Strategic Wealth to provide scalable and efficient financial planning software

TAG Bill Pay Named Finalist for PAM Awards 2020

TAG Bill Pay has been shortlisted for the “best general ledger system,” an award designed to recognize firms who provide outsourced general bookkeeping and accounting support services to family office firms.

MyState launches new managed fund platform

TPT Wealth is one of Australia’s oldest and most respected providers of wealth solutions

Considerations when Expanding into Adjacent Asset Classes and Fund Structures

The move accelerated Acadian’s expansion from traditional long/short portfolios into areas such as futures, futures on swaps, and commodity swaps.

Killik & Co chooses CREALOGIX

The current collaboration sees Killik & Co deploying the latest version of the software product CREALOGIX Invest.

Nucoro completes first wealth management project in the insurance sector

Launching under a new brand name, Opsion, SRC were able to add an additional revenue stream and new clients, operating as a disruptive challenger in the retail asset management sector, without sacrificing the established expertise of its main business and

Blockchain Investment Opportunities for HNW Clients

Accredited investors have access to a broad array of blockchain-focused vehicles, and some have nothing to do with cryptocurrency.

DBS Wealth Management expands strategic partnership with Avaloq

The bank will build on Avaloq’s platform to refine client solutions and accelerate its technology-led growth plans

StanChart taking digital route to expansion in Asia and Africa

He told The Straits Times that his bank's digital push into markets like Hong Kong and Singapore is to target a different group of customers

Nucoro launches wealth management offering for Swiss insurance broker

Today, Opsion benefits from an advanced digital wealth management arm, that can engage new clients and revitalise relationships with existing ones too.”

Financial Abuse in the Age of Smartphones

Keystroke-monitoring software, hidden cameras, GPS tracking devices: Survivors chronicle their abuse—and escape

Limitations of Bitcoin and Anti-Money Laundering Rules in Europe

From November 10, 2019, the new AML regulations regarding cryptocurrencies, exchange and wallet providers came into force

The Power of Integration : All the Right Connections

Instead of trying to build everything in-house, we focus on delivering your firm the best wealth management platform in the industry, then partner with providers of complementary advisor technologies that are both proven and popular.

Financial Services Firms Struggle to Use Data to Support Business Decisions

These were among the key findings of a recent survey commissioned by Asset Control

A national strategy for Cyprus (and the Southern EU) on blockchain and DLT

This will enable the creation of a pro-innovation basis for the rapid adoption and smooth application of new technologies.

CREALOGIX recognised as digital wealth management innovator in 2020 Fintech Power 50 list

The Fintech Power 50 last year included some of the biggest hitters in the global financial services industry

Credit Suisse and UBS Execute First Collateral Swap on the Blockchain

The successful launch of the platform is an important milestone for the implementation of DLT in the securities lending market.

Maybank Extends Avaloq Partnership

Avaloq has continued to expand in the Asia-Pacific region, winning new clients and expanding existing relationships due to the ‘future proofing’ capabilities of the Avaloq Banking Suite

Broadridge unveils AI-based STP machine

Customers will be able to license modules on the platform for multiple Intelligent Automation applications

FinTech