Managers of Wealth

IT integration at UBS is in the hands of a few “distinguished engineers”

But the group that, as “Distinguished Engineers,” decides on the success of the integration of the IT systems of the two Gossbanks is very manageable.

UK regulators give green light to fund tokenisation

The UK government’s asset management task force has published a blueprint for the implementation of tokenisation for FCA-authorised funds.

Sygnum launches first institutional Crypto Multisector Index

Sygnum leveraged its crypto community involvement and regulated digital asset banking experience to launch the first institutional, rules-based crypto sector indices framework in December 2022.

Bite Investments launches a disruptive wealth management feature for alternative asset managers

Alternative asset managers are increasingly looking to the wealth management market due to its substantial size and current under-allocation to alternatives.

AI is headed where the money is: asset management

More than $1.9 billion of funds pour into asset management as customers demand a "Netflix" of portfolio options

HSBC Next Client to Go Live on Broadridge’s Newly Launched Distributed Ledger Sponsored Repo Solution

Leveraging the platform's initial successes and harnessing its expanding network within the global repo community, this milestone represents a major leap towards delivering substantial benefits to clients.

JPMorgan partners with wealth managers and blockchain operators for proof-of-concept initiative

JPMorgan’s Onyx teamed up with wealth managers like Apollo and WisdomTree for the initiative.

Vencora UK Limited announces public takeover offer for all Traded Shares of CREALOGIX Holding AG

The Board of Directors of CREALOGIX unanimously recommends that shareholders accept the offer.

Increased digital adoption driving service delivery at VM Wealth Management

The entity's online client portal, which has been steadily growing in users, affords clients convenient access to their portfolio information and critical market updates to empower them to make informed investment decisions.

The Bitcoin millionaires are back

With this performance, the cryptocurrency has left other asset classes such as stocks, bonds and precious metals far behind.

Wealth managers shirk cybersecurity priorities

Not surprisingly, large organisations consistently self-report more mature cyber capabilities, while small organisations lag in supply chain risk management, data security, and consequence management.

Wealthy UBS clients trade crypto ETFs in Hong Kong – report

In June, Hong Kong started to allow retail access to digital assets via just two regulated exchanges.

Broadridge Expands Shareholder Disclosure Solution to UK, Australia and Hong Kong Markets

The extension of Broadridge’s Shareholder Disclosure solution highlights its continued commitment to increasing transparency, driving automation through digitization and supporting customers’ shareholder disclosure obligations

WealthTek goes into default but FSCS not open to individual claims

The FCA is currently carrying out a regulatory and criminal investigation into both WealthTek and its principal partner, John Dance.

Performativ Secures €5.5m to Transform Europe’s Underserved Wealth Management Sector

Performativ has rapidly emerged as the premier choice for the European wealth management sector, offering a game-changing core operating system that empowers financial firms to navigate the future on a scalable infrastructure.

Barclays warns of 22 per cent surge in Black Friday scams

Purchase scams, where people buy goods which never arrive or aren’t as advertised, resulted in shoppers losing £970 on average over last year’s Black Friday period1.

Opening doors to the world of alternative investments

New York-headquartered B2B fintech platform iCapital enables wealth managers and their clients to conveniently access private markets and hedge funds through its integrated marketplace.

AI Fintech Black Ore Raises $60 Million With Eye Toward Accounting, Wealth Management

And earlier this year, Paris-based Mistral AI raised $113 million in its first funding deal.

Broadridge Launches Two AI-Enabled Tools to Optimize Product, Strategy and Distribution Decision Making for Asset Managers

AI-enabled analytics enable asset managers to make evidence-based, strategic decisions

Endowus Inks Tie-Up Focused on Employee Ownership

The tie-up seeks to improve the shareholder experience of Endowus employees and other minority shareholders.

FinTech