Managers of Wealth

Should wealth managers fear robo-advisory?

The viral success of ChatGPT has again shone a light on automated advice, although most experts agree that the future modeol is a hybrid one.

Avaloq Partners With World's Largest Asset Manager

Avaloq’s software will dock onto Blackrock’s investment engine Aladdin

Sygnum Singapore receives in-principle approval of Major Payment Institution Licence from the MAS

Sygnum Singapore further leverages the group’s regulated banking infrastructure, product portfolio and digital asset technology expertise

Success for Temenos at Global Private Banking Innovation Awards 2023

Temenos recognized as Best Technology Partner to a Private Bank/Family Office/Wealth Manager

HSBC channels former SVB UK arm into 'Innovation Banking' division

Three wins for Temenos at WealthBriefingAsia Awards 2023

Temenos recognized with the Overall Asia WealthTech Provider, Innovative Solution and Core Banking Software awards

Middle East WealthTech Landscape Report 2023 - coming soon!

In addition, the region’s wealth managers must account for the next generations of wealth holders, Millenials and Gen Zs, who have higher digital demands.

Baloise Asset Management continues partnership with SimCorp

Baloise Asset Management manages the assets of its parent company, insurance firm Baloise Group, and provides investment strategies for asset classes including equities, bonds and real estate to third-party investors.

LTX by Broadridge Launches BondGPTSM Powered by OpenAI GPT-4

Generative AI application available to LTX clients immediately will enhance liquidity and price discovery and fuel trading in the $10.3 trillion U.S. corporate bond market

Crypto billionaires’ wealth crushed by US regulator after big 2023 bounce

The SEC sued both companies for breaking securities rules, sending shares of several crypto-linked companies and tokens slumping.

What does AI think about AI in private banking?

PBI asked ChatGPT what it thought about the future of AI in private banking.

AI’s infrastructure points to a first phase of monetising

The development of artificial intelligence (AI), which depends on increasingly sophisticated computer chips, is only intensifying the stakes.

Third Financial records growth and deals for its platform

Third Financial, an investment platform, reports the addition of three new business wins in the first four months of 2023.

Is artificial intelligence under- or overestimated?

The key feature was a presentation by Samuel Widmann, who was instrumental in Google’s success as the co-founder and driving force behind Google Maps.

AI ripe to shake up private banking, says Israeli entrepreneur

Amnon Shashua’s recently launched One Zero bank plans push into affluent European market

Mitigating the risks of GPTs in wealth management

From composing emails in business to writing content articles, the common perception is that GPT technology is here to replace humans.

LDJ Capital Introduces New Crypto Wealth Management Service for Discerning, Tech-Forward Investors

The firm's wealth management services are comprehensive and designed to help clients navigate the complex landscape of cryptocurrency.

Wealthtech Report: End-to-End, Third-Party Operating Models Deployed by Wealth, Asset Managers Are Transforming the Industry

The report highlights “both evolving regulatory requirements and how growing investor demand for personalization is making it crucial for wealth and asset managers to pursue digital and operating model transformations.

Natwest acquires majority shareholding in Cushon for £144m

Cushon co-founder and CEO, Ben Pollard, added: “This is the next exciting chapter for a great British fintech as we join forces with a great British bank.

Avaloq’s APAC & MEA Head Highlights How the Firm is Grasping the Immense Growth Potential Ahead

Avaloq prides itself on providing fully integrated banking software solutions that cover the front, middle and back office of private banks and wealth managers.

FinTech