Managers of Wealth

Regulation, (Competitive) Risk and Resilience Dominate the EMEA Transformation Agenda

Another key theme for the industry over the last decade or so has been regulation.

DeFi and crypto assets adoption by family offices is expected to be the route for the institutional capital

The digital assets adoption, stock market situation, and the crypto winter are to be discussed at The Wealth Today Summit in its forthcoming edition by experts from ADGM, Kraken and TDeFi

Benefits of self-service in banking

This means that the more self-service functionality banks make available, the more positively customers will view the service they receive.

Digital wealth managers riding high on wave of democratization

Report from BCG finds online wealth platforms, which accounted for 11% of global investments last year, have an edge over traditional ones

Twenty7Tec acquires Finplan owner to enter wealth market

The newly acquired CRM system serves mortgage and protection advisers, as well as advisers in the wealth management sector.

Iconic Ferrari F1 car sold by RM Sotheby's using cryptocurrency Himalaya Dollar

The sale of the 1989 Ferrari 640 from Nigel Mansell's personal collection reflects how cryptocurrency is going mainstream

Temenos Strengthens Its Executive Committee to Accelerate Its Business Growth

Temenos is announcing the following changes to its Executive Committee

RBC and Envestnet Data and Analytics announce agreement

RBC clients also benefit from a wide range of RBC's digital security tools

Swiss Wealthtech 3rd-eyes Analytics Enters US Market with Partnership

3rd-eyes’s partnership with Bonsai will be a disruptive force with respect to wealth planning in the United States.

Half of Wealthy Asian Investors Hold Digital Assets: Accenture

Affluent investors in Asia allocate an average of 7% of their portfolio to digital assets — more than foreign exchange, commodities or collectibles, the Accenture report said

Citi spotlights digital innovations in Philippine payments system

The BSP envisions creating a more vibrant and inclusive digital financial ecosystem by 2023 with the target to digitize 50% of the total retail payment volumes and to have 70% of the Filipino adults be financially included.

Digital wealth management platform StashAway marks significant breakthrough in bridging the gender investment gap

Closing the gender investing gap is one of the most impactful ways we can improve wealth equity.

Digital Currency Group unveils wealth management subsidiary

It will complement DCG's existing slate of businesses, which includes asset manager Grayscale, trading business Genesis Global and news site CoinDesk.

Sygnum invests in future-proofing B2B banking platform as milestone of 10 banks reached

Ten leading banks, including the publicly announced Bordier & Cie and VZ VermögensZentrum, have now partnered with Sygnum to launch crypto banking services for their clients with rapid go-to-market timescales.

Credit Suisse Backed Spyware Sales Despite Blacklisting

The blacklisting resulted from concerns that ill-intentioned governments were using the software as a tool to quell dissent by hacking into their systems.

Digital assets as trust property

This has fuelled a surge in digital assets being adopted into family wealth portfolios.

China's Ant Group launches digital bank ANEXT in Singapore

Ant obtained one of Singapore's first digital wholesale banking licences at the end of 2020 allowing it to serve large clients, including financial institutions and corporations.

"Green" digital bank also uses the cloud from Google

As a data-driven company, they were looking for a provider who could provide the necessary technology, knowledge, security, data protection and resources to realize the project

Robo-advisers are increasingly managing wealth in the MENA

One in three (34 percent) expect the number of digital only solutions to increase dramatically by 2025, according to new research from Oxford Risk

Man Group selects Percona for MongoDB support

Percona will provide Premium Support to Man Group’s Alpha Technology division, guaranteeing uptime for its core research and trading data applications.

FinTech