Managers of Wealth

One deadline ahead in Operational Resilience. Now off to the next!

The countdown has already started to the next deadline of 31 March 2025, for firms to prove their ability to operate within impact tolerances.

White Paper: The Future of Fund Management

The race for differentiation: How fund managers are changing the range of the products they offer and the way they provide them, to meet rising investor appetites for new asset classes, differentiate their brands and protect their margins

Zoe Announces Partnership With Female-Led Wealth Management Firm Creative Financial Services

The RIA's team acknowledges that wealth protection and client understanding are core elements of a financial plan.

Canadian advice tech firm enters UK market

This engaging process is improving experiences for advisors and clients while helping firms to deeper serve their customers.

Swiss asset manager Julius Baer eyes crypto and DeFi potential

Swiss asset manager Julius Baer is set to offer cryptocurrency exposure to its high-net-worth clientele.

Mirabaud selects Temenos for new wealth management system

Mirabaud will adopt the complete suite of Temenos wealth banking capabilities, from self-service channels and portfolio management to back-office processing, including Payments, Financial Crime Mitigation and Data Lake.

Working our way back to the office: a hybrid model to reopen safely

Truth is, the last months of 2021 were filled with intentions of bringing our people back to the office at the beginning of the new year.

Google, Facebook: how we are acting to protect digital rights

“This is especially important for technology companies in relation to digital rights.”

Digital investment platform launches in Hong Kong

As Manulife unveils savings product in the Special Administrative Region.

Swiss Private Bank Selects Temenos to Digitally Transform Wealth Management Services

Temenos open platform gives Mirabaud agility to adapt to changing investment opportunities and client expectations

Don’t try and call a bottom to the crypto crash, warns UBS investment chief

Investors have fled crypto in recent weeks as spiralling global inflation and looming recessions sparked a scramble for steadier ground.

“We See Growth Every Single Month.”

Adam explains the rationale behind the Trading InfoSnack publication series and speaks about the latest research piece

Schroders supports workers' rights and digital rights at upcoming AGMs

At Amazon, we stand with the workers, seeking more disclosure on working conditions and their treatment.

SEI Launches its First ETFs

New ETF Suite Leverages Proprietary Factor-Based Approach

Finding and Dividing Hidden Crypto Assets in a Divorce

Cryptocurrency may prove more challenging to track and prove ownership of than more tangible assets.

Unleashing The Power Of Innovation In Financial Services

I have experienced WordPress for a period and found it very easy to set up a website

Securing Digital Assets Gets Physical

So much is written about the digital world, that it might be surprising that one way to help secure cryptocurrencies is with a physical wallet.

Schroders targets long-term in Asia tech

Although Asian semiconductor and IT stocks have had a turbulent few months, Schroders sees the sector as a long-term winner.

Moneybox smashes £6.25m crowdfunding round ahead of crypto launch

Over 15,000 people invested in the fintech company which closed after just three days.

Wealthtech Tifin raises $109m

The latest funding will be used to grow Magnifi’s consumer platform

FinTech