Managers of Wealth

Delio and Shinhan Investment Corp team on digital asset services

The two companies intend to form a cooperative business agreement on crypto assets and create digital assets-based financial services using their respective expertise.

Saffery Champness partners with Coinify to accept cryptocurrency payments

Coinify’s focus on instant delivery and regulatory compliance will make the payment process efficient and seamless for those clients

Lloyds, Santander, Barclays, TSB demand Google, Facebook reimburse online fraud victims

With £462 million being returned in 2020 and 2021 to financial crime victims when the funds cannot be recovered

Wombat launches crowdfunding campaign

The Crowdcube campaign will run for three weeks and has a target of £1 million. It will be the first time Wombat is coming back to Crowdcube since it launched in 2019.

Philippine asset and wealth manager ATRAM to launch digital wealth management platform with additiv

The strategic partnership will enable ATRAM to modernize and digitize their wealth management solutions to meet the growing need for intelligent and intuitive investment services.

Data Management and AI Automation Tools Are the Top Investment for Financial Firms, Broadridge Survey Finds

57% of respondents confirm financial firms still have progress to make, before they reach the advanced stages of innovation and technology efforts

InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth

Goal-based financial planning will be available to Rabobank’s HNWI and retail clients

YourStake launches new integration with SS&C's Black Diamond® Wealth Platform to give clients a full view of their investment impact

This tool can help advisors consistently and easily demonstrate the impact of investing and cut through greenwashing by drilling down to specific information on each company in a portfolio.

M&G Wealth Advice chooses intelliflo to support expansion plans

“We both firmly believe that using technology to best effect can make a huge difference to the success of an advice firm.”

Schroders announces strategic investment in digital assets

Schroders has taken a strategic minority stake in Forteus, an asset manager focused on blockchain technology and digital assets.

FIS Expands Wealth Offerings in the United Kingdom with New Pension Services

The new SIPP offering is made possible by partnering with Quai Digital, a leading U.K. investment and pension services provider.

Geneva bank launches zero-fee Swiss equity trading

The partnership between BX Swiss and FlowBank aims to revolutionize Swiss equity trading for private investors.

Leonteq Launches first products with VP Bank under new innovative issuance model

This innovative business offering provides fast time-to-market based on a simplified cooperation design triggering limited investment costs.

BLKB aims to take stake in payment fintech

The company, a spinoff from the University of St Gallen and ETH Zurich, offers app-based payment options and encourages users to save and invest.

Banco Sabadell, Miami Branch Extends Partnership with Wealth Dynamix

This extended partnership is a move that cements Wealth Dynamix as a core technology provider within Banco Sabadell, Miami Branch’s technology infrastructure.

Finuevo Suite: The new Banking experience

The Finuevo Suite platform delivers a unique banking experience to banks and financial institutions that want to differentiate and competitively meet and exceed their customer expectations whilst offering an outstanding level of service to their banking p

FinTech