Managers of Wealth

Phoenix a finalist for Investment Marketing and Innovation Awards 2019

Designed to recognize and reward creativity and innovation within the sector

UK fintech: state of the nation

The brochure convenes knowledge and perspectives from industry leaders across the domestic FinTech ecosystem.

Intertrust Engages With Financial Services Clients

The overall consensus in the New York meeting is that technology is and will further impact the industry.

Digital wealth manager Investec Click & Invest shuts down

Digital wealth management provider Investec Click & Invest is to shut down and has closed to new clients from today.

Contineo launches a Lifecycle Management module as a client engagement tool for Wealth Managers

The product is already live at one of Contineo’s member firms.

The Future of Customer Engagement with Blockchain

Blockchain makes data management more systematic, allowing business leaders to make decisions using the most up to date data.

BlackRock wraps up acquisition of French software provider

The deal, valued at $1.3bn, was first announced this March.

Surveys suggest 68% of high net-worth investors will own cryptos by 2022

The first of several surveys came from the Dubai-based deVere Group, an independent financial advisory organization.

Lugano bank partners with German fintech

As a result, third-party providers can test APIs directly, without the support of the bank.

Focus on mobile wealth management

It is not possible to even list all the features in a review of this length, but this is a system for firms who want to engage with wealth clients across all generations.

ERI has announced a new partnership with the Geneva-based company

The two companies have collaborated to integrate Integraal’s Solutions for Finance suite into ERI’s OLYMPIC Banking System software package using an API.

SS&C Celebrates Black Diamond Wealth Platform $1 Trillion in Assets Milestone

Black Diamond manages complete wealth picture with purposeful suite of tools and best-of-breed integrations for more than $1 trillion assets

Virtual Assets Are Here To Stay, But Are AML Professionals Up to Speed?

Yet it’s apparent by now that virtual assets are here to stay, at least for the foreseeable future.

Open banking is just a taste of what’s to come

Solving these challenges with technology requires more than interoperable APIs.

Fintech is the future and a force for good — and it is time to embrace it

Despite Brexit, the UK’s fintech sector is thriving. Fintech — the harnessing of technology to improve financial services — is a UK success story.

Stockholm-based fintech wins ‘Best Pitch Award’ at Avaloq’s inaugural Fintech Tuesday avaloq.one event

Cboe Vest Technologies won after a five minute live-demo to an audience of financial institutions, fintechs and other industry stakeholders.

Sumitomo Mitsui Trust Bank (Japan) selected Acumen-net to be deployed across 6 Overseas Offices to support their Treasury Operations

Acumennet will also support flexibility and efficiency of operations by integrating several dealing platforms currently used by SuMiTB.

FinTech