Managers of Wealth

SEI Wins WealthTechAmericas Awards 2022

Recognition Reflects Expertise in Delivering Seamless Client Experience

Second Listing on SIX Swiss Exchange in 2022

Today, Talenthouse AG listed its shares on SIX Swiss Exchange and with that, creates a new industry type: the Creator Economy.

The Top 9 Benefits of Robotic Process Automation

There’s a reason the RPA market is expected to grow to more than $13 billion by 2030.1

Goldman Sachs to buy pension robo-advisor NextCapital

Goldman says the deal, set to close in the second half of the year, will accelerate its expansion its services to the growing defined contribution market through personalized managed accounts and digital advice.

SS&C Completes Acquisition of Hubwise Securities Limited

The partnership demonstrates our commitment to the global wealth marketplace across the full spectrum of self-serve and adviser-driven propositions.

iCapital® and Golub Capital Partner to Expand Access to Private Credit Strategies for Wealth Managers

iCapital’s network of more than 10,200 advisors serving high-net-worth clients will gain streamlined access to Golub Capital’s alternatives expertise

RBC Wealth Management-U.S. and Addepar Offer Advanced Data Capabilities for Financial Advisors

Access robust data and customizable reporting for complex investment portfolios Addepar’s platform and robust data “give advisors the ability to more efficiently service complex portfolios and investment needs.”

SIX Swiss Exchange Wins Award as Best European Exchange

For its pioneering work in the field of investment products with cryptocurrencies as underlying assets, the Swiss stock exchange is awarded "Best European Exchange for Listing cryptocurrency ETPs" at the ETF Express European Awards.

Digital Disruption or Digital Evolution?

Today, the decision of buying versus building in-house is more compelling than ever

Adding value through multibanking

The opportunity is twofold

Bitcoin Suisse establishes task force to limit sanctions risks

The cryptocurrency specialist said the war could support the growth of cryptocurrencies in the longer term.

Wealth Management Market Players Work To Prevent Cyber Attacks

The Business Research Company’s Wealth Management Global Market Report 2022 – Market Size, Trends, And Global Forecast 2022-2026

Profile sponsors Wealth Management Conference

With the expertise delivered by senior guest speakers, attendees can expect to discover the strategies, tools, and processes powered by innovation and client-centric values to meet cross-generational needs and thrive in a digital age.

Portal Asset Management launches its own actively managed multi-strategy fund

The fund is uncorrelated with traditional asset classes such as equities, real estate, bonds and commodities and also with the cryptocurrency markets.

3 WealthTech companies to keep an eye on in 2022

Digital business models have emerged within the wealth management industry in the last decade.

Fidelity Investments® Rolls Out New Features on Bond Trading Platform

Bond Beacon helps address this by using real-time data and analytics to trade against live markets, providing a robust view into fixed income markets and substantially cutting the time needed for transactions.

SEBA Bank lists their ETPs at Euronext

All digital assets are selected according to a rigorous process which combines quantitative metrics and in-depth qualitative analysis.

TrustQuay signs client portal deal with ZEDRA

TrustQuay Portal enables corporate services and trust administrators to deliver their clients a unified view across all of their structures and provides access to this information anywhere, anytime and on any device.

Docupace CEO David Knoch Honored as Top Technology CEO by WealthTech Americas

Knoch's leadership and hard work continues to be recognized by financial advice and investment industry

Live chat too ‘clunky’ for private banking

You are still relying upon people managing multiple chats at once.

FinTech