Managers of Wealth

HSBC's Private Bank Offers DPM on Mobile App in Asia

The latest offering – exclusively available in Asia – is part of HSBC’s broader plan to extend its private banking capabilities to the affluent and high net worth segment.

Red Bull F1 Test Driver Named Alpian Brand Ambassador

A recent inductee into the Le Mans 24 Hours hall of fame, Swiss racing driver Sébastien Buemi becomes honorary chief inspiration officer of Alpian, Switzerland's first digital private bank.

Jupiter Asset Management Extends Relationship with SS&C

SS&C Global Investor and Distribution Solutions (GIDS) will provide transfer agency services for a GBP28 billion portfolio

Delio Roundtable: Launching a first-time fund

There are many reasons why you may look to launch a first-time fund.

Wealth management apps score highest satisfaction among younger users

Satisfaction was highest among Gen Y at an average score of 760 of 1,000, followed by Gen Z at a score of 720.

Singapore digital wealth manager Kristal.AI raises US$10 million, applies for UAE licence

The company says it has now raised more than $27 million from investors.

Global Banks Positive on Post-FTX Crypto Outlook

While the collapse of FTX did not trigger a sharp decline, cryptocurrencies are still gradually trending lower to around $800 billion in market capitalization, according to CoinMarketCap data, marking the lowest level in nearly two years.

Modern wealth clients' experience increasingly centred on mobile apps

Poll finds mobile apps should be a priority for businesses looking to draw in and keep younger investors

Can technology remove emotion from wealth management?

Software companies claim using behavioural psychology finance technology can help wealth managers understand investors like never before

Atomos partners with SS&C Hubwise

One that gives clients all the benefits of a face-to-face service

SEI Selects Canoe Intelligence to Power Alternative Investment Data Management

SEI Family Office Services and Canoe Intelligence Strengthen Long-standing Relationship with Enhanced Document and Data Management Technology for Alternative Investments

Zurich fintech hires team in Kosovo

The team will contribute to software development, design and operations.

Winklevoss twins in the wake of crypto bankruptcies

Major crypto provider Genesis Global Capital suspended the withdrawal of customer funds in its lending business on Wednesday, citing the sudden failure of crypto exchange FTX.

Nordea utilises conversational AI to transform customer experience

Nordea has over nine million private customers and chose the Boost.ai platform over in-house and previous external chatbot solutions.

Crypto markets under stress

As a reminder, the difference between a centralized exchange like FTX and a decentralized exchange is who is ultimately in control of the digital asset.

Broadridge Wins Two Awards at This Year’s Asset Servicing Times Industry Excellence Awards

Recognized as leaders in advancing proxy voting and the management of corporate actions

Gentwo finds new partner in Luxembourg

The aim of the cooperation is to offer paying agency and banking services for third-party investors around the world.

iCapital and Insigneo partner to provide US and LatAm investors with alternative investment opportunities

iCapital and Insigneo both recognise a growing demand for LATAM’s private market and hedge fund investments.

Kepler Cheuvreux, UBS Asset Management and Pictet join Plato Partnership

As members of Plato, all three companies will participate in setting the Partnership’s agenda to deliver creative solutions and efficiencies to today’s complex equity marketplace to improve market structure for the benefit of all market partic

SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield

New Service Helps Wealth Managers Address Investors' Increasing Portfolio Complexity

FinTech