Managers of Wealth

CapIntel teams up with Mackenzie to debut wealth tech tool

Fintech firm's first-to-market offering offers benefits for asset managers, advisors, and end-clients

InCred Capital enters retail wealth tech space with Orowealth takeover

It helps its clients to invest in various products including bonds, mutual funds, fractional real estate, green investing, P2Ploans, invoice discounting, among others.

FinFolio Unveils Enhancements To Back Office Software

FinFolio is now looking to branch out and target firms with $10 billion in assets.

Three areas where technology is impacting business

Leveraging the ease of use that technology provides is how companies can gain a strategic advantage and build success while capturing engaged customers and retaining business.

Swiss stock exchange wants to become a magnet for Chinese companies

The chemical company said it has placed 39,794,000 GDRs at an offer price of $18.05 per GDR, with one GDR equaling ten A shares of the company.

Advisor Ross Gerber Makes Peace With Musk After Twitter Spat

“It went super well,” said Gerber, CEO of Santa Monica-based Gerber Kawasaki Wealth Management and often an activist investor in public companies, on Thursday night after the virtual event.

Crypto Billionaires: How Much Wealth was Lost in 2022?

Several individuals on the list had their net worth go to zero.

Tips For Choosing the Best Robo-advisors For Finance Management

To put it simply, a rob-advisor is an automated financial advisor that offers financial counsel and undertakes the management of investments with regulated or minimal human intervention.

Zurich CEO Mario Greco: «Cyber attacks will become uninsurable»

Insurance executives have raised concerns about this expanding risk as recent attacks had seen hospitals disrupted, pipelines shut and government departments targeted.

Swedish robo advisor Lysa expands to Germany

In addition, the robo advisor adjusts the risk of users’ portfolio to their individual situation and preferences, and also ensure that the same level of risk is maintained over time.

Singapore-based Family Office Whampoa Goes All-in on Digital

Called Whampoa Digital, the arm will invest - and incubate - in so-called early-stage ventures that develop blockchain infrastructure as well as Web3 applications that help the technology to become more popular and widely adopted.

Crypto is Becoming Staple Asset Class in Asia

Crypto ownership in Asia – especially amongst the wealthy – is no longer a hot talking point as the region achieved widespread adoption in 2022.

Digital asset firm launches Swiss arm

Menai Markets Switzerland is based in Baar, according to the commercial register.

Green Dot and Wealthfront extend partnership

Wealthfront began partnering with Green Dot in 2020 to offer Cash Account clients seamless access to checking features.

SS&C signs agreement with Mine Super to deliver administration services to members

Mine Super outsources administration to SS&C

Temenos Achieves Top Scores in the Dow Jones Sustainability Index and Carbon Disclosure Project

Temenos is named a global sustainability leader for fourth consecutive year, achieving its highest ever score in the DJSI

Post-Winter Crypto Demand Resilient Amongst the Wealthy

Around 7 percent and 10 percent of the two segments, respectively, were uninterested with 80 percent overall investing in the nascent asset class in the past year.

Alive and well: Why robo-advice remains a growth market

Tech-savvy clients demanding more transparency

Crypto Advocates Spam Swiss Regulator Over Payment Limits

The crypto crowd knows how to make itself heard.

Crypto Winter Has Not Frozen Demand From High Net Worth Investors - According to 537 US Financial Advisors

Report from Coalition Greenwich Details How Financial Advisors are Navigating Recent Adverse Industry Events to Meet Growing Client Demand

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