Managers of Wealth

Grayscale Makes Stellar Newest Crypto Investment Trust

The project is not only acquiring early backing from fintech giant called Stripe, but it is also paving a path for Lumens to take part in the real world banking transactions.

Digitalisation in Asset Management: power for investors

Data lakes will usher in the same type of dramatic change that was witnessed as asset managers moved from handwritten ledgers to PCs.

Digital banking demands new skills from Relationship Managers

Today, the savvy RM can look at a client’s digital footprint to find out so much more than they are told directly.

High taxes for the rich may distort innovation

An ‘optimal top tax rate’ is one that balances the welfare benefits from wealth redistribution with the costs of lower economic activity that a tax induces

More FinTech M&A Ahead

Consolidation will increase as more buy-side firms remove overlapping technology platforms and simplify IT infrastructure for more efficient straight-through processing.

GDPR a significant driver in adviser tech adoption, says Intelliflo

The service has been available since 2015 but it was the introduction of the strict new GDPR rules which has had the biggest impact in terms of advisers engaging with customers to use the portal.

Avaloq doubles London office space

The firm’s new City of London office comes after the London team has already doubled in size over the past year and provides sufficient space for further growth.

Tech Trends 2019

And a small number of dedicated tech enthusiasts at Deloitte Consulting were preparing to launch our firm’s first annual Tech Trends report.

Stairway to digital heaven: when transformation crosses platform

One may think that going digital means getting digital tools, configuring them and click a button.

The $900m Aussie fintech winning big from wealth management

This is not your usual fintech.

Maitland adopts ILPA reporting template

Maitland has been automating the entire waterfall through a system- generated platform.

‘Financial inclusion through exclusivity’

In the latest interview in our ongoing women in finance series, we talk to the founder of Rainchq, Davinia Tomlinson, about technology, the gender gap and financial education and inclusion.

Where Law Firms Are Looking to Innovate Next

The application helps partners who manage the process know when deadlines are coming up, and also shows if a matter is running over expected costs.

HSBC suggests it might have found a... use for blockchain?

Says it used tech to settle 3 million forex transactions, $250k in payments last year

Securing client information: a prime target for cyberthieves

Best security practices cover not just software, but hardware as well

Digital Wealth Asia Forum 2018 - HK

All are key capabilities banks and players should have.

Vontobel offers cryptocurrency solution for banks and wealth managers

Taurus-Protect has been compliant since day one with the most stringent Swiss and international regulations

ePayLater Raises Pre-Series A Round From ICICI, Family Offices And Others

ePaylater is a ‘Buy Now, Pay Later’ payment solution through which customers can instantly get access to credit to make faster online/offline purchases.

IRESS Tipped To Win 80% Of Wealth Management Market

The analyst is aware that IRESS is currently grappling with structural change in the investment management industry, including the loss of market share by active fund managers to passive and automated investment products.

Interactive Brokers and Marstone to Provide a Fully-Integrated Digital Wealth Solution for Banks and Institutions

The fully-customizable platform is a trusted, flexible solution for financial institutions of all sizes and ensures a seamless online experience for end users.