Managers of Wealth

Citi Private Bank explores blockchain for clearing and settlement

The bank does not offer cryptocurrency trading opportunities at present, but has received interest from clients.

Switzerland Embraces Cryptocurrencies Amid Global Crackdown

“The application of blockchain technology has innovative potential within and far beyond the financial markets."

Swiss Fintech firm to bid for U.K. company

There can be no certainty that any offer will ultimately be made for Fidessa.

BBVA Switzerland implements DocuSign tech

BBVA Switzerland is the first private banking organisation to adopt DocuSign in Europe.

Fidessa agrees takeover bid from Swiss banking software company

Analysts at Berenberg said the deal was consistent with Temenos’s strategy of expanding outside of core banking.

Five top centres of innovation in financial tech

Leading fintech cities, including London and Berlin, should not be complacent because there are emerging centres of excellence snapping at their heels

A growing role for digital in HNW life insurance

The area where technology has made the most in-roads into the insurance space is communication.

OCBC Tracks Wealthy by Face

The technology recognizes customers in an instant, allowing relationship managers rapid access to their records.

ERI wins Front-Office category award

The jury found that ERI “has a well-established system that is widely used and intuitive.

Citi Hong Kong named “Digital Bank of the Year”

Citi also won the prestigious "Asia Pacific Digital Bank of the Year" title and a number of regional awards

Avaloq partners with wealth management software specialist

Ortec Finance joins companies such as Thomson Reuters, Actico and UnaVista on the platform, which looks to connect the banks in the Avaloq Community with providers of specialist digital banking solutions.

Federal Reserve Economists Deliver Answers to Questions About Cryptos

As the world or cryptos is on a path to meet the world of Federal Reserve oversight, two economists from the space take questions.

When it comes to the crypto-wealthy, wealth managers may be out of luck

In the world of cryptomillionaires, that's diversification, and it should be worrying for wealth managers beginning to eye those whose high net worth has risen along with the price of bitcoin.

Forbes cryptocurrency rich list as cryptic as the currency

The CEO of cryptocurrency exchange Binance, Changpeng Zhao, who’s known as CZ, came in third.

Platform provider breaks through £1 billion assets mark in first year of operation

The service, marketed as Tercero Cloud, fully integrates an open digital portal, including published APIs, enabling clients to design their own user experience whilst retaining the benefits of a fully-proven, core processing system.

Digital delivery of wealth management – the platform era

“Our view is very simple – the risks for those providers or service companies that do not have a digital platform is that many will just fade away.”

SEI Wealth Platform sees £9bn boost to AUM

SEI Wealth says increased net sales account for £7.5bn of this growth. Its positive trading figures also reflect the fact many of its wealth manager clients have benefited from a strong Isa season last year and increased asset flows due to pension

Avaloq honored for "Wealth and Asset Management" in 2018

NelsonHall identifies vendors as Leaders that demonstrate a high ability relative to their peers to deliver immediate benefits to clients as well as meet clients’ future requirements.

Credit Suisse hires virtual IT support agent Amelia

Credit Suisse has added a new member to its IT support team - Amelia, an AI-powered virtual agent who helps thousands of the bank's human employees with their day-to-day tech problems.

Authorities should be prepared to act on cryptocurrencies: Carstens

"Novel technology is not the same as better technology or better economics," Mr Carstens said.

FinTech