Managers of Wealth

Charles River inks Asian deal

The Charles River Investment Management Solution gives us the capabilities and scale to grow our business,” said Thanavut Pornrojnangkool

Misys identifies real use cases where Blockchain will make an impact

We are on the precipice of an exciting technology-led transformation but it is early days and it isn’t yet clear how quickly Blockchain will become mainstream.

Bitcoin tumbles as hackers steal $65 million from Hong Kong exchange

In total, the mysterious hackers made off with 119,756 bitcoin, leaving Bitfinex customers seriously out of pocket.

Looking beyond the hype at FinTech in Southeast Asia

It has announced a Smart Financial Centre, which includes the $225 million Financial Sector Technology and Innovation scheme and a regulatory sandbox environment to enable market entry for start-ups.

Close Brothers AM announces strategic wealth technology partnership

The decision came following a CBAM review of its IT strategy in terms of custody and administration and client engagement platforms, with a view to simplifying IT architecture and associated business processes and support arrangements.

Billionaire Bhatia’s Travel Technology Firm Said to Mull IPO

Investor appetite for IPOs is surging in India, the world’s fastest-growing major economy.

New private client advisory firm Saranac Partners launches with IRESS as key technology partner

“Moreover, the experience of the IRESS team has instilled confidence in us that they will continue to respond to our changing needs by delivering scalable and leading edge technology as Saranac continues to grow, supporting our broader business stra

The Great FinTech Robo Advisor Race

By now, the robo advisors are familiar to almost all fintech watchers.

Why Should Central Bank Issue A Digital Currency?

In this blog post I explore the concept of a Central Bank Digital Currency and why you would want a DLT (or “Blockchain”) like architecture for such a system.

Point72’s Cohen Bets $250 Million on Crowd-Sourced Quantopian

Cohen’s bet on the Boston-based firm is the first major commitment of funds for Quantopian to manage using its members’ algorithms, the company said Wednesday in a statement.

The rise and rise of Mexican fintech

While ecosystem observers may have predicted this momentum, it’s worth taking a step back to analyze the forces driving Mexico’s fintech ascent in order to provide a framework for other industries and countries in the region.

Fintech at the Crossroads: Regulating the Revolution

The Consumer Financial Protection Bureau proposed a "no-action letter" policy that bears some similarity to the regulatory sandbox approach.

SS&C Technologies - Revenue Is Trending Higher

Q2 GAAP revenue $373.1 million, Fully Diluted GAAP Earnings Per share $0.14, Adjusted revenue $384.4 million, Adjusted Diluted Earnings Per Share $0.39

Fintech luring more bank customers, says UBS

Local UBS banking analyst Jonathan Mott along with analysts in London, New York and Tokyo contributed to the global report, titled Global banks: Is fintech a threat or an opportunity?

The rise and rise of Mexican fintech

WealthTrust lunches zero-commission wealth management app

The app allows investors to invest in direct plans of mutual funds of 25 fund houses, where no commission is paid to a distributor.

Three Tips To Remain Relevant In The Robo Era

Every generation of advisors has faced its share of challenges.

SEI clients gain access to Broadridge Global Securities class actions

Broadridge’s solution includes case and settlement research, class action notifications and distribution, loss calculation, completion and submission of claims forms, collection of payments, and associated recordkeeping and reporting.

London-based advisory firm chooses SS&C

APX and Moxy were selected not only for proven stability but also for the high-quality equity and multi-asset investment strategies

UHNIs swear by fitness tech, 57% wear smartbands daily, says new Kotak Wealth Management report

Their plan involves identifying potential leaders, grooming them, encouraging them to look beyond their immediate responsibilities.