Managers of Wealth

Swiss City of Lugano to Make Bitcoin and Tether 'De Facto' Legal Tender

The municipality wants businesses to accept crypto in everyday transactions.

SEBA Bank wins Swiss EAM Award

These awards were independently and expertly judged solely on the basis of entrants’ submissions and their response to a number of specific questions

Delio raises $8.3m in round led by Octopus Ventures

Private markets have become increasingly attractive to both institutional and individual investors.

Kingswood ships new online client portal

Over the past few years, Kingswood has evolved into a growing international vertically integrated wealth and investment management group with £9.1 billion of Assets under Advice

SEBA Bank Named to the 2022 CB Insights Blockchain 50

Through an evidence-based approach, the CB Insights research team selected the Blockchain 50 from a pool of over 3,000 companies, including applicants and nominees.

What Advisors Want From WealthTech

Financial advisors—not tech vendors, not consultants, not office managers—often have a better idea of how technology can best help them and their clients.

Swift’s Swiss Data Center Gets Police Protection

As a precautionary measure, the Thurgau cantonal police, in consultation with the company, set up a security perimeter around the facility

CREALOGIX digitises funding applications for BAB, the development bank for Bremen and Bremerhaven

With the aim of introducing a standardised customer portal, BAB now relies on the funding portal from CREALOGIX.

Conversational AI – Wealth Concierge

In this Demo Video we present the latest use case for Conversational AI: the Wealth Concierge. Watch the full range of the Virtual Assistant helping both advisor and client in various innovative ways.

Global Tensions Trigger Surge in Cyber Attacks: 5 Key Preparedness Steps

A number of agencies have issued helpful alerts in response.

Private Banks Propose to Help Design Digital Currency in Mexico

The president of the association, Daniel Becker, met with the governor of the Bank of Mexico, Victoria Rodríguez Ceja, to review some important factors related to making banks more accessible for Mexican citizens.

All aboard the crypto train?

That almost three-quarters of HNWIs worldwide have expressed confidence in crypto is a positive marker of things to come.

Wealthtech Savvy raises $7.3 million

Savvy’s holistic platform enables growth opportunities at every point for wealth managers, which allows them to be more efficient with their time and scale their revenue by up to four-times.

SigFig Branches Out, Defends Its Technology After UBS-Wealthfront Deal

SigFig CEO and co-founder Mike Sha said longtime partner and investor UBS needs his firm, even as it moves forward with the acquisition of rival robo Wealthfront.

Spearhead Launches Spearhead Administrative Services

This is a win-win for Spearhead, the RIAs and asset managers we partner with, as well as the broader private placement insurance community.

SIX Expands International Custody Business

The new team provides even more direct market access in Asia enabling us to offer relevant market know-how to Swiss and international customers

Is Never Normal the New Normal?

It’s said – states Jeff Goldblum in an iconic scene of Jurassic Park – that a butterfly flaps its wings in Beijing and there’s rain rather than sun in New York.

Asian tech: coming of age

Many young companies have become best-in-class local champions and present attractive investment opportunities.

Could trillions of dollars be unlocked by blockchain’s capital revolution?

Soon blockchain will develop much more sophisticated architectures, decentralized ledger technologies that will not only allow for storage but the processing too. IoT devices will collect data and will exhibit intelligent behaviour.

UBS Fintech Pioneer Joins Digitization Initiative

It aims to connect financial institutions, WealthTechs and other service providers, and setting the Open API standard for the global wealth management community.

FinTech