Managers of Wealth

Property asset management software

Real estate asset management software draws current data from various sources to give complex wealth owners an easily digestible overview of their portfolios.

Amundi on making crypto mainstream: ‘Stop promising, start delivering’

Europe's largest asset manager said a string of setbacks for the crypto market last year has 'validated' its prudent approach

Sanctuary Wealth Expands Advisor Toolbox by Partnering With Pontera

Partnership enables Sanctuary's network of advisors to manage 401(k), 403(b), and other held away retirement assets

Temenos Tops Software Industry in S&P Global Sustainability Yearbook 2023

Temenos awarded Gold Class Distinction with Top 1% S&P Global ESG Score

Dynasty picks BridgeFT wealthtech API

In conjunction with this partnership, Dynasty and select Dynasty affiliates will make a strategic minority investment in BridgeFT.

Swiss fintech Radicant sacks CEO

He will be replaced by two co-CEOs in an interim basis - Rouven Leuener, chief product officer, and Roland Kläy, chief financial officer.

Northern Trust partners with SimCorp for outsourcing offering

The interoperability enhances operating model resilience and incorporates new product features from both SimCorp and Northern Trust.

Digital Customer Experience: where is wealth management?

Among these sectors there is also that of Wealth Management, for which the digital customer experience represents a crucial element of their strategy and a decisive differentiating factor compared to its competitors.

Swiss Cooperative Bank Seek One App to Rule Their Offerings

This is not a fantasy at Raiffeisen Switzerland but something that will become reality in the medium term.

SimCorp’s Client Communications Expert on Evolving the Client Experience in Wealth Management

The Copenhagen-headquartered and global group of over 2000 employees is at the cutting edge of helping their customers adopt the optimal technologies and protocols to fit client needs and help differentiate the client experience in the global wealth and i

Goldman Lampe Private Bank adding significant number of Bitcoin to their balance sheet

Goldman Lampe Private Bank's decision to invest in Bitcoin reflects a growing trend among financial institutions to embrace digital assets as a legitimate investment option.

McKinsey: Asia’s Booming Affluent Segments Introduce New Opportunities in Digital Wealth

In 2021, the wealth pool of households with investable assets of US$100,000 to US$1 million in Asia totaled US$2.7 trillion.

Fluid Finance taps Sumsub for ID verification

Fluid’s aim is to create a new financial model by combining traditional and digital finance.

Fintech firm Landytech garners $12m investment to spur growth

The funding will be used by Landytech to speed up its expansion across the globe as well as facilitate the development of new products in alliance with its clients.

Succession Wealth targeted by cyber-attack

Succession Wealth added it has introduced further security measures.

A Swiss Fintech Incubator Comes of Age

This involves a growth strategy that includes venturing into new markets outside Switzerland and Singapore and building up its venture capital fund.

Broadridge Named Leading Provider of Managed Services Capabilities by Chartis

2023 Chartis RiskTech100® recognizes Broadridge as OpsTech leader in Fixed-Income Support Services for business process outsourcing solution

SNB Capital Begins Saudi Securities Lending Journey with Broadridge

Global markets are increasingly complex with greater numbers of potential revenue streams across the business.

Digital pound strengthens case for Bitcoin and crypto

The central bank digital currency (CBDC) would use blockchain technology currently used by cryptocurrencies to record transfers on a central digital ledger.

Finnova expands secure customer communication

Finnova and Jemmic have been working together in the area of Identity & Access Management and login procedures for over 10 years.

FinTech