Managers of Wealth

Crypto is Becoming Staple Asset Class in Asia

Crypto ownership in Asia – especially amongst the wealthy – is no longer a hot talking point as the region achieved widespread adoption in 2022.

Digital asset firm launches Swiss arm

Menai Markets Switzerland is based in Baar, according to the commercial register.

Green Dot and Wealthfront extend partnership

Wealthfront began partnering with Green Dot in 2020 to offer Cash Account clients seamless access to checking features.

SS&C signs agreement with Mine Super to deliver administration services to members

Mine Super outsources administration to SS&C

Temenos Achieves Top Scores in the Dow Jones Sustainability Index and Carbon Disclosure Project

Temenos is named a global sustainability leader for fourth consecutive year, achieving its highest ever score in the DJSI

Post-Winter Crypto Demand Resilient Amongst the Wealthy

Around 7 percent and 10 percent of the two segments, respectively, were uninterested with 80 percent overall investing in the nascent asset class in the past year.

Alive and well: Why robo-advice remains a growth market

Tech-savvy clients demanding more transparency

Crypto Advocates Spam Swiss Regulator Over Payment Limits

The crypto crowd knows how to make itself heard.

Crypto Winter Has Not Frozen Demand From High Net Worth Investors - According to 537 US Financial Advisors

Report from Coalition Greenwich Details How Financial Advisors are Navigating Recent Adverse Industry Events to Meet Growing Client Demand

ICE and BNY Mellon | Pershing agree wealth management integration

BNY Mellon | Pershing’s NetX360+ platform provides investment professionals and registered investment advisors the tools to manage their business and support their client’s evolving needs.

VI Asset Management appoints Apex Group for private credit fund administration

VIAM is an established asset management group with over US$11 bn of AUM across multiple asset classes and key business centres in Hong Kong, Singapore, and South Korea.

Value Partners Launches Asset Management App

The app intends not only to showcase the firm’s digital capabilities but also to help expand the demographics of its customer base.

Temenos: A leading US Financial Institution selects Temenos to modernize its wealth management platform in the cloud

The Temenos wealth management platform will support the bank's strategic transition to a cloud-based core banking system

Investors Prefer Personal Advisors Over Robo or Digital Solutions In Their Wealth Management Journey

As wealth management becomes increasingly digital in response to the growth of the young, mass affluent segment, the shifting landscape has brought a host of considerations and opportunities that this report addresses.

Linqto partners with wealth management innovator Farther

The partnership will enable more robust access to one of the alternative investment space’s most compelling asset classes – private equity – with minimum investments as low as $10,000 and without the traditional brokerage, management, an

Broadridge Named a Leader in Wealth Management Products by Everest Group

Strengths include full coverage of wealth value chain and front-to-back solutions on a single platform, enabling advisors to manage end-to-end client journeys

Alpian goes live with core banking and payments services on Temenos Banking Cloud

The Alpian app is now available for customers to download and open an account.

Broadridge and IntraFi Partner to Offer Securities-Based Lending

Partnership provides IntraFi's 3,000 network members access to Broadridge's best-in-class SBL technology and participation in its Wealth Lending Network

7IM Partners With StarCompliance For Employee Compliance Software Solution

The investment management firm will implement the SaaS compliance platform to mitigate the risk of conflicts of interest more easily and effectively across its fast-growing employee base

The three ways the battle to regulate crypto could play out

GAM’s Mark Hawtin – who focuses on disruptive growth – looks at the slow road to oversight in the wake of the FTX scandal.

FinTech