Managers of Wealth

Broadridge Wins Two Awards at This Year’s Asset Servicing Times Industry Excellence Awards

Recognized as leaders in advancing proxy voting and the management of corporate actions

Gentwo finds new partner in Luxembourg

The aim of the cooperation is to offer paying agency and banking services for third-party investors around the world.

iCapital and Insigneo partner to provide US and LatAm investors with alternative investment opportunities

iCapital and Insigneo both recognise a growing demand for LATAM’s private market and hedge fund investments.

Kepler Cheuvreux, UBS Asset Management and Pictet join Plato Partnership

As members of Plato, all three companies will participate in setting the Partnership’s agenda to deliver creative solutions and efficiencies to today’s complex equity marketplace to improve market structure for the benefit of all market partic

SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield

New Service Helps Wealth Managers Address Investors' Increasing Portfolio Complexity

SEBA Bank Awarded Best “ETP of the Year”

For the second year in a row, the SEBAX® structured investment product is awarded the best exchange-traded product across Switzerland

Andréa Maechler: «DeFi should be integrated into the financial system»

Just last week, the Bank for International Settlements, the SNB and two other central banks announced that they are investigating cross -border central bank digital currency trading and settlement using DeFi protocols.

UBS launches bond traded on blockchain-based exchange

The bond will also be listed and traded on the traditional SIX Swiss Exchange.

Musk offloads $3.9bn Tesla shares since Twitter takeover

$19bn since bid announced

Zug-Based Crypto Investor in Zug Expands to Bustling Berlin

The new Berlin office is the fourth location for CV VC, adding to locations in Zug, Vaduz, and Cape Town.

CREALOGIX’ new research suggests investors want support to adopt crypto

CREALOGIX looks beyond the crypto hype to learn what investors really want and whether traditional banks can deliver.

UBS and Julius Baer struggle to offer wealth advice in the metaverse

But neither bank came close to offering a virtual reality offering to their super-rich, after the trials caused concern about the technology’s ease of use and the ability to securely share documents.

FNZ completes purchase of wealthtech provider Diamos

Deal aiming to strengthen firm’s European presence

Moneythor rolls out new digital engagement tool for wealth sector

The Moneythor platform and its application programming interface (API) use these sourced data to provide the clients with customised inputs and suggestions in real-time.

Fintech firm Saxo rolls out new digital advisory tool for wealth managers

The tool also features SaxoAdvisor, a financial advisory tool that allows partners to generate investment proposals.

Zurich crypto asset manager hires ex-Goldman PM to head research

Friedrich Herzog will also work as a senior portfolio manager at Crypto Finance Asset Management.

Biotech VC boutique obtains Finma licence

Pureos Partners is supervised by Organisation de surveillance financière.

Binance Considers Bank Acquisition for Equity Upside

In addition to the growing interlinkages between digital assets and traditional finance, Zhao said there was also an opportunity to capitalize on equity returns related to such activities.

ADDX launches tokensied French wine portfolio

The indicative worth of each bottle ranges from hundreds of dollars to thousands.

Singapore to Pilot Blockchain-Based Structured Products

With asset tokenization, customers will find it easier to create structured products with the bank and enjoy an improved process

FinTech