Managers of Wealth

A very Helvetian crypto alliance based in the Bahamas

As announced by the well-known Geneva-based specialist in the custody of digital assets, it will become a strategic partner for the institute's crypto offering in the Caribbean.

Broadridge applies Syndio tech to put the S in ESG

The company is employing Syndio’s technology to better enable the critical steps of measuring and deepening their commitment to pay equity.

Aurachain expands into Private Banking Sector and helps Sora Bank AG reduce loan processing time by up to 85%

The new solution provides a seamless digital experience for Sora Bank relationship managers, private banking executives, credit analysts, committee members, and even board members when required.

Penta co-founder raises €3m for Swiss payments fintech

The SME-focused fintech aims to digitalise Switzerland’s banking sector with automated compliance processes.

How Standard Chartered continues to make its mark in fintech with launch of myWealth service

Digital wealth management tool within its mobile app allows investors to build their investments in a convenient, personalised and holistic way

Broadridge Leverages Glue42 Capabilities to Deliver a Seamless Trading Interface

This move brings clients of Broadridge and Glue42 an integrated framework across products, creating a single workspace for banks and broker-dealers.

Volatility and cloud: two buzzwords for private banking in 2023

Prepare to hear a bit about this over the next twelve months.

Bondsmith becomes a principal member of Visa

Our vision is to bring embedded banking to the wealth management industry to enable holistic financial management and planning

GoLogiq and GammaRey merge to focus on millennial wealth management

The company says the search for a new permanent CEO is underway.

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.

FinTech