Managers of Wealth

Why would investors switchtheir financial advisor?

When it comes to how many investors have thought of switching their financial advisor, there’s both good news and bad news.

Bitcoin: The world sets its eyes on El Salvador

El Salvador has bet on the future and intends to boost financial inclusivity in the country, given that 70% of the population does not have a bank account.

Julius Baer Invests in AI-Based Bank

The Israeli AI-based digital bank has secured investments led by renowned Swiss wealth management group Julius Baer, Japanese financial conglomerate SBI, and china-based technology company Tencent Prof. Shashua: “This vote of confidence in our visio

BBVA Switzerland adds ether to its cryptocurrency custody and trading service

BBVA Switzerland is the first traditional bank in Europe to incorporate ether into its service.

Swissquote To Launch Crypto Exchange

Swissquote's crypto exchange starts its operations as planned, there will be a sudden surge in trading platforms for digital assets in Switzerland.

Work For Humankind: Lenovo Invites You To Work From One Of Earth’s Most Remote Locations With Smarter Technology

Work for Humankind’s location – Robinson Crusoe Island, a destination more than 400 miles west of mainland Chile – is one of the most ecologically rich places on the planet.

Profile awarded with a number of distinctions for innovation and excellence

Profile is honoured to have been included once again in numerous industry reports the past months

US tech firm targets UK adviser market with purchase

This acquisition brings significant value to our customers engaged in delivering first-class investment and advisory services to their investors

Binance Weighs Crypto Venture With Richest Indonesian Family

Apart from the bank, the Hartonos also own a major cigarette manufacturer, a telecom-services firm as well as e-commerce businesses.

YCharts’ Intuitive Ecosystem Grows with Orion, Redtail and SS&C Black Diamond Integrations

Not only will these integrations empower advisors to more easily and efficiently make smarter investment decisions for their clients, but they offer a more streamlined approach to monitoring a clients investments in one location.

Challenges our industry faced in 2021

What is more – our raison d’être is to address their challenges and we are responsible for helping private bankers and wealth managers resolve them

UK wealth manager partners with green fintech firm

To give its clients access to personalised information about the climate impact of their investments

Profile is a Gold Sponsor at the “digital economy forum 2021”

Profile has more than two decades of significant projects implementation in the Greek Public Sector

FNZ agrees to acquire Swiss-based Appway software provider

This strategic acquisition gives FNZ significant technology expertise

Davies acquires financial services consulting firm Sionic

Headquartered in London, UK, Sionic specialises in technology transformation & digitalisation, international regulatory compliance, and risk management.

Julius Baer, FinTech & Digitalization

As part of this, the Swiss group has invested 90 million CHF in digital and client-facing solutions and tools in 2020, it has trained 1200 participants in leadership training last year, and plans to have a significant part of their staff using agile ways

FinTech