Managers of Wealth

Offering crypto will bolster banks' books dramatically: Seba Bank

Despite the crypto winter and the contagion effect of the FTX collapse, the industry remains strong, says Christian Borel.

Endowus Inks Private Markets Tie-Up

The tie-up will allow Endowus’ private wealth clients to leverage iCapital's technology and solutions to gain institutional-quality access to private market initiatives across equity, debt and real assets.

Broadridge Recognized as a Leader in Two Aspire CCM-CXM Leaderboard Market Segments

Aspire Leaderboard placements highlight Broadridge's strength in omni-channel communications, digital transformation, and consultative client approach

The Future Of Crypto Wealth And Influence

Marcus was one of the first individuals to launch a music album with NFTs in partnership with Shelita Burke, an award-winning musician, crypto savant, and fellow founder of the Conscious Wealth and Influence Collective.

GoLogiq to acquire Nest Egg for $30m, adding a wealth-building platform for Gen Zs and millennials

Under the terms of the proposed merger, GoLogiq would acquire Nest Egg Investments as a wholly-owned subsidiary in an all-stock transaction.

Trakx Announces Three New indices Focused on High-Net-Worth Investors

New indices will be aimed at French Investment Advisors

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.

FinTech