Managers of Wealth

Arbuthnot Latham adopts Clausematch's policy management platform

The investment management industry has been experiencing an influx of regulation, new sustainability requirements, and increased personal accountability.

Bank Syz to offer highly secure Swiss-based cryptocurrency services

This new offer places Bank Syz among the very few Swiss private banks that can provide such a service.

Alpian partners with compliance specialist for risk management platform

Napier will supply financial crime compliance technology to help Alpian implement its risk management platform.

FNZ lays off hundreds of employees

The company said service would not be affected.

Growth through a comprehensive wealth ecosystem

Donna Bristow describes Broadridge's innovative and flexible wealth management platform

Buy-side want better access to varied ESG data, SIX Group research finds

Wealth managers took a different stance though – 45% had a desire for fundamental, prepackaged ESG ratings.

Broadridge Teams with SLIB to Deliver French Market Voting Solution for Global Investors

Joint collaboration increases voting efficiency and corporate governance for global investment in French market

Bored Apes Show Signs of Life

Many NFTs of the once-hyped Bored Ape series have lost considerable value in recent months, including the piece that singer Justin Bieber purchased for the Ethereum equivalent of $1.3 million earlier this year.

SwissBorg announces its launch the UAE

SwissBorg brings more than six years of expertise to the UAE, introducing a digital asset management app that takes the guesswork out of crypto investments.

HSBC's Private Bank Offers DPM on Mobile App in Asia

The latest offering – exclusively available in Asia – is part of HSBC’s broader plan to extend its private banking capabilities to the affluent and high net worth segment.

Red Bull F1 Test Driver Named Alpian Brand Ambassador

A recent inductee into the Le Mans 24 Hours hall of fame, Swiss racing driver Sébastien Buemi becomes honorary chief inspiration officer of Alpian, Switzerland's first digital private bank.

Jupiter Asset Management Extends Relationship with SS&C

SS&C Global Investor and Distribution Solutions (GIDS) will provide transfer agency services for a GBP28 billion portfolio

Delio Roundtable: Launching a first-time fund

There are many reasons why you may look to launch a first-time fund.

Wealth management apps score highest satisfaction among younger users

Satisfaction was highest among Gen Y at an average score of 760 of 1,000, followed by Gen Z at a score of 720.

Singapore digital wealth manager Kristal.AI raises US$10 million, applies for UAE licence

The company says it has now raised more than $27 million from investors.

Global Banks Positive on Post-FTX Crypto Outlook

While the collapse of FTX did not trigger a sharp decline, cryptocurrencies are still gradually trending lower to around $800 billion in market capitalization, according to CoinMarketCap data, marking the lowest level in nearly two years.

Modern wealth clients' experience increasingly centred on mobile apps

Poll finds mobile apps should be a priority for businesses looking to draw in and keep younger investors

Can technology remove emotion from wealth management?

Software companies claim using behavioural psychology finance technology can help wealth managers understand investors like never before

Atomos partners with SS&C Hubwise

One that gives clients all the benefits of a face-to-face service

SEI Selects Canoe Intelligence to Power Alternative Investment Data Management

SEI Family Office Services and Canoe Intelligence Strengthen Long-standing Relationship with Enhanced Document and Data Management Technology for Alternative Investments

FinTech