Managers of Wealth

HSBC's CEO Explains Why Crypto Is Not in the Banking Giant's Future

As for stablecoins, Quinn said at the time: “For similar reasons, we’re not rushing into stablecoins.”

BOCHK Private Wealth launches RM Chat Investment by Video Service

The new feature allows Private Wealth customers to have video meeting with their dedicated Relationship Managers and carry out fund investments2 remotely.

Five reasons why digital infrastructure is among the most exciting investment themes

Data centres, macro towers and fibre connectivity are among resilient growth areas as the digital economies of emerging markets bloom.

iCapital and Tikehau Capital Announce Partnership to Broaden Wealth Managers’ Access to Private Markets across EMEA

This strategic partnership is a key step for Tikehau Capital, allowing us to expand our investor base and provide investors with solutions across multiple assets classes

Tech-driven asset manager Ethic raises $50m to spur growth

Ethic intends to use the latest investment to drive its growth, which involves enhancing its reach in new areas and develop fresh products.

Fintech innovation among private banking industry companies has dropped off in the last three months

Analysis of patent filings shows a shrinking level of fintech related applications in the industry over the past three months, compared to last year

BBVA Switzerland’s New Gen account boosts its international expansion via digital onboarding based on ‘selfies’

BBVA Switzerland is leveraging this technology, which can verify identity documents and passports from more than 190 countries, to boost its international expansion.

Coutts bank warns customers not to update their iPhone operating systems or they will lose online banking services

It said they may lose access to their Coutts digital services if they upgraded to iOS 16, Apple’s biggest update to the iPhone since 2020 which was released yesterday.

St. James's Place adopts Napier screening tech

The partnership will upgrade SJP’s client and entity screening capabilities, strengthening and enabling agility within its financial crime compliance function.

Central bank oversight body sets end of year deadline for cryptoassets framework

The unwinding of public support measures - which were critical in shielding banks from losses over the past two years - places greater importance on the resilience of the banking sector to absorb potential shocks.

‘We will never be Coinbase’: How Pictet WM attracts the next generation of clients

Victor Aerni, head of wealth management in Zurich, explains why the firm continues to recruit and how it approaches millennial clients.

Advisor360° Wins 2022 Wealth Management Industry Award as a Top Technology Provider

The award recognizes Advisor360° for outstanding achievement in unified (all-in-one) systems by technology providers for the rollout of Digital Onboarding.

Three-in-four wealth managers are gearing up for more cryptocurrency exposure

Backing up the findings, data was also collected from an extensive survey circulated to independent financial advisors and wealth managers across the UK and Europe.

FNZ to acquire specialist wealthtech provider DIAMOS to continue to open up wealth in Germany

The acquisition will strengthen FNZ’s global client proposition adding advanced product and service solutions to its existing end-to-end wealth management platform.

Singapore's DBS bank to expand digital exchange solutions

The bank’s brokerage arm in 2021 received a cryptocurrency licence from the Monetary Authority of Singapore

WealthTech Abbove Supports Quintet Private Bank to Bring Digital Wealth Planning to Their Private Banking Clients in Belgium

The tool perfectly matches our desire to strengthen the relationship of trust between our clients and our bankers: they share the same level of information, an indispensable basis for our experts to offer personalized solutions in terms of wealth structur

FinTech