Managers of Wealth

Swiss vs Singapore in Crypto Race

Cryptocurrency firms or companies issuing coins face hurdles in accessing bank accounts as they pose risks for banks.

IRTA launches new ‘IRTA Principles for RegTech Firms’

Work on these Principles will be ongoing; following the webinar, the IRTA has issued a ‘Call for Input’ to gather feedback from RegTech stakeholders around the globe and will publish a second iteration in March 2019.

How artificial intelligence is transforming the financial ecosystem

The new physics of financial services

Fintech credit markets around the world: size, drivers and policy issues

Fintech credit offers an alternative funding source for businesses and consumers

Loveonly: The World's First Premium Diamond Asset Brand Meets Blockchain Technology

Loveonly, Inc. unlocks the true asset potential of diamonds for all investors while re-establishing safety and trust through innovative transparent technology.

Nikko Asset Management and ARK Investment Management launch disruptive innovation UCITS fund

ARK is an affiliate of Nikko AM via an equity stake

Dorsum introduces MyWealth platform to the Middle East

The investors can receive personalized notifications and news and they are able to easily invest new money in less than a minute.

Swiss Startup Raises $103 Million to Launch Cryptocurrency Bank

A license would allow the firm to conduct crypto trading and investments business for other banks and qualified investors.

Ex-UBS Bankers Raise Funding for a Swiss Cryptocurrency Bank

Chief Executive Officer Guido Buehler, who previously worked as a managing director of asset servicing at UBS, said his company has been in talks with Finma since April.

SEI Advisor Network Gains New Identity as Independent Advisor Solutions

Change Reflects Enhanced Technology Solution, Financial Advisory Firms Transition to the SEI Wealth Platform

Avaloq named Overall Winner in FinTech Rankings

Now in its 4th year, the IDC FinTech Rankings Real Results Awards recognizes IT providers that have enabled a genuine, measurable, and future-enabling change at a client financial institution in the worldwide financial services industry.

ERI featured in the IDC FinTech Rankings Top 100

The IDC Fintech Rankings, now in its 15th year, is the global industry standard register of financial services tech providers.

Swiss firm announces major jobs boost in Edinburgh

With more than 2,000 staff spread across Europe, Asia and Australia, Avaloq serves a mixture of banking and wealth clients in the UK, including such big names as Barclays, Smith & Williamson and Coutts.

Wealth Intelligence platform launched

We are excited to officially announce the complete launch of our Wealth Intelligence (WIN) platform, a truly unique, cost-effective, fully-featured wealth management solution for wealth managers and financial institutions

Folio Institutional's Digital Wealth Services Platform Wins Industry Award

Folio's DWSP delivers advisors and wealth managers with an unparalleled digital investment advice experience.

Transforming The Client-Advisor Experience: The Holistic Approach

Implementing a robust, enterprise level Client Lifecycle Management solution is the game changer.

Crypto Millionaires Go All Out on Spending Their Newfound Wealth

Some have just chosen to sell all of their cryptocurrency holdings, while others are buying when they can and are just crossing their fingers for better markets in the future.

Wealth Minerals is looking to purchase more lithium assets in resource rich Chile

By having that energy available when we need it, we can capture energy when we don’t.

Societe Generale Securities Services launches “D-View”

This new solution relies on the SGSS “data lake”, an innovative solution that stores and aggregates information and data from transfer agents.

Switzerland’s Crypto Valley gets blockchain incubator

It will invest a fixed amount of seed funding ($125,000) in a large number of promising early stage blockchain companies in return for equity or tokens