Managers of Wealth

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.

Private banking trends 2024: what’s making the banking world turn now?

Private banking is set for an important year, but what will stand out?

21Shares Co-Founder: «This Was a Contrarian Bet»

This is considered a turning point for digital assets.

Quilter’s customer app reaches 100,000 milestone

The app also helps advisers reinforce the relationship with their clients by including details of each client’s adviser

Broadridge and Boring Money Collaborate to Deliver Consumer Duty Solution for Asset Managers

Unparalleled, holistic insights created for asset managers and fund boards from combined product and consumer data sets

Fidelity leads £25m fundraise for ex-FNZ tech boss’ new venture

Wealth tech veteran Phil Goffin has secured funding from the asset management giants for his new fund administration fintech firm.

Phygital is customer (and product) friendly

Making use of technology, AI in the lead.

“Don’t miss out on the advantages of AI”

With the use of AI, work processes can be made more efficient.

Deutsche Bank Digital Transformation Strategy Analysis Report 2023: Accelerators, Incubators, and Other Innovation Programs

Deutsche Bank is a provider of investment banking, corporate and retail banking, and asset and wealth management solutions.

FinTech

AI in Wealth Management: Challenges and Opportunities

Are Your Trade Processing Systems Fit for Purpose?

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

Bitcoin ETFs: a token gesture

Bitcoin Suisse Puts a Hold on Banking Ambitions and Switches CEOs

Private banking trends 2024: what’s making the banking world turn now?

21Shares Co-Founder: «This Was a Contrarian Bet»

Quilter’s customer app reaches 100,000 milestone

Broadridge and Boring Money Collaborate to Deliver Consumer Duty Solution for Asset Managers

Fidelity leads £25m fundraise for ex-FNZ tech boss’ new venture

Phygital is customer (and product) friendly

“Don’t miss out on the advantages of AI”

Deutsche Bank Digital Transformation Strategy Analysis Report 2023: Accelerators, Incubators, and Other Innovation Programs

How innovation is driving value at private bank Julius Baer

FusionIQ Announces Partnership With Kinecta Federal Credit Union, To Implement Fully Integrated Solution

Looking back on 2023: APAC WealthTech Landscape Report 2023

Nicolas Marxer: «Many People See Cryptocurrencies As Speculative Instruments»

CREALOGIX publishes interim financial statements for the first quarter of the financial year 2023/24

Well-rehearsed team starts with new “Quant as a Service” business model

ONE OBJECTWAY: the value of being ONE organisation