Managers of Wealth

“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

Plugging Tech Into Wealth Management

Technology is the answer for wealth management, as much as it is for any other industry seeking to target and serve clients in a more personalized way.

Futuregrowth Asset Management Adopts Charles River for Managing Fixed Income Strategies

Managing investments in an ethical and sustainable way for stakeholders requires a technology platform aligned with our mission.

WealthTech Trends for 2022 and Beyond

As part of this industry research, the authors identify ten trends in these four distinct areas for 2022 and beyond.

volt by Vontobel: The new investment app offering private banking-level service and personal advice

Affluent clients can thus access digital investment services that would otherwise only be available to very wealthy clients.

SS&C Launches Blue Prism Desktop to Optimize Desktop Process Management

Blue Prism Desktop enables businesses to securely and centrally execute automated desktop processes, reducing governance and security risks

Bank of China Ltd Luxembourg Branch Selects the Olympic Banking System

“BOC will be able to benefit from the OLYMPIC Banking System’s award-winning core strengths of efficiency and compliance, together with its open service-oriented architecture and API approach.”

Benefits of Internal Models for Solvency II

The debate around its advantages vs its costs has resurfaced, with a special focus on the market and credit risk modules.

Another New Trading Participant Joins SIX Swiss Exchange

As of today, Virtu ITG Europe Limited starts trading on SIX Swiss Exchange, the highly liquid reference market for Swiss equities.

HCL Technologies Signs Deal to Acquire Wealth Management Specialist

Through this strategic acquisition, HCL will increase its footprint in the global wealth management market with emphasis on Avaloq consulting, implementation and management capabilities.

Andes Wealth Technologies Named Winner of 2022

The Family Wealth Report Awards are part of a global program run by ClearView Financial Media and its sister publications WealthBriefing and WealthBriefingAsia, encompassing all of the world’s major wealth management centers.

Manager of 21Shares switches to the competition

The products listed on Deutsche Börse Xetra in Germany invest directly in Bitcoin and Ether.

FinTech