Managers of Wealth

UBS Launches Hong Kong’s First Tokenized Warrant

The tokenized warrant marks yet another milestone in UBS’s ongoing efforts to grow its digital asset capabilities.

City of Lugano issues further digital bonds

The city of Lugano has issued a digital bond with a volume of 100 million francs.

The rules of investing AI can teach us – LGT Capital Partners’s Matthias Feiler

The head of asset allocation at LGT Capital Partners reveals how the firm is using AI to hunt for alpha.

Nearly half of wealth managers 'dissatisfied' with their tech systems

Wealth managers view their current technology systems as outdated, Avaloq says

Segura Bank International goes live with Temenos core banking in the cloud

Temenos’ cloud-native platform enables SBI to rapidly launch US dollar financial products and leading digital experiences to customers across Latin America

Startup supported by UBS increases its workforce sixfold

This was stated in a statement from the young company, which makes fiduciary and business administration services accessible to SMEs online.

WiseAlpha launches new wealth management portal and white-label solution

Every investment required a huge amount of complex paperwork and a minimum investment of £100,000 turning into a predominantly institutional market.

Broadridge Reports Second Quarter Fiscal 2024 Results

Our results, including 6% organic Recurring revenue growth constant currency, demonstrate continued execution on our goals to democratize and digitize governance

Wealth Dynamix Now Available on Temenos Exchange

Wealth Dynamix is a leading provider of CRM, Onboarding and CLM (Client Lifecycle Management) solutions, which are now available linked with Temenos as part of a strategic partnership.

LTX by Broadridge Announces Four New Patents Covering Fixed Income Trading Innovations

The newly patented technologies enhance trade workflows, from bond discovery and selection

Bitpanda launches high net worth wealth division

The product has been launched in response to rising demand as part of Bitpanda’s commitment to meeting the needs of every investor in the European Union.

Leonteq’s Quote Module Goes Mobile

The new LYNQS mobile version is one of the first click n’ trade platforms that is accessible via mobile devices in Asia.

How could tech change wealth management in 2024?

In order to achieve this, they are embracing technology and refining their software solutions as well as considering the use of artificial intelligence (AI) in their business.

WealthKernel further extends Series A by £6m

With this latest capital injection, WealthKernel is looking to capitalise on European demand for investment infrastructure

Iress Xplan selected to underpin Mattioli Woods’ transformation

Iress’ advice software Xplan will be deployed across the whole of Mattioli Woods wealth management business, including employee benefits.

AI in Wealth Management: Challenges and Opportunities

The average company perceived GDPR, for example, primarily as a compliance exercise, but GDPR mandates that all information about the customer is documented, and so far, that has not always been the case.

Are Your Trade Processing Systems Fit for Purpose?

This article dissects key factors that can lead to the failure of a trade processing system being fit for purpose, with a focus on common technical and operational issues.

Danske Bank Selects Broadridge’s Principal Risk Trading and Market Making Solution

Tbricks will integrate with existing systems at Danske and allow the bank to scale and streamline operations

Bitcoin ETFs: a token gesture

Bitcoin, volatile at the best of times, has responded in typically unpredictable fashion, down nearly a tenth since the announcement last week.

Bitcoin Suisse Puts a Hold on Banking Ambitions and Switches CEOs

The board members of Bitcoin Suisse can't be accused of that, at least not now.

FinTech