Managers of Wealth

CREALOGIX Managing Director APAC on Delivering Technology-Enabled Super-Personalisation in Wealth Management

The CREALOGIX Group describes itself as a multinational digital transformation specialist and a Swiss FinTech Top 100 company

Brewin Dolphin goes live with Avaloq

The new platform will replace a legacy core banking system and is a key pillar in Brewin Dolphin’s focus on greater operational efficiencies as well as technological agility to support its long-term growth strategy.

No API, No Party. A new Shakespearean drama?

The creation of these new holistic scenarios leads to the need and opportunity to exploit technologies capable of managing large volumes of data

Waverton Adopts SEI Wealth Platform

Technology and Operational Outsourcing Enables Efficiency and Scale to Support Ambitions

Urgent call for asset managers to up their game on escalating crypto demand

Cerulli said it believed that individual investors will benefit from the guidance of trusted asset managers to help navigate this complex landscape.

Robo Wealthsimple shuts struggling UK operation

The Canadian robo-adviser will transfer £272m worth of assets to rival Moneyfarm after deciding to call time on its loss-making UK operation.

Zoe Financial Announces Partnership With Digital Wealth Management Innovator

Zoe's meticulously curated Network admits only the top 5% of advisors in the country, matching their clients with fiduciary advisors who provide best-in-class personalized financial advice.

BNY Mellon's Pershing to Acquire Optimal Asset Management

Deal will provide customized direct indexing solutions to investors seeking tax optimization and personalized portfolios aligned to their values

Seba Bank launches cross asset platform

The innovative AMC platform enables Swiss asset managers to originate a Swiss-compliant AMC with Swiss ISIN and make unlimited use of SEBA Bank’s sophisticated portfolio management services.

AML Study Reveals Manual Processes Are Slowing Down Banking Compliance

AML Banking Survey By RiskScreen Finds 8 in 10 Complain Their Compliance Processes Are Too Labour Intesive, Slowing Down Onboarding And Screening

Bitcoin Suisse Gets Staking Boost

Revenues from services (excluding brokerage) grew at an even faster pace than brokerage commission, driven primarily by staking commissions and the strong performance of the custody business – resulting in a more broadly diversified revenue base.

Northern Trust Expands Relationship with Broadridge

Northern Trust using enhanced version of Broadridge's Global Proxy Solution and Shareholder Disclosure Hub

SS&C Technologies enters bidding war for Blue Prism

Britain's Blue Prism agrees to $1.65 bln takeover by SS&C

VP Bank is the first Liechtenstein bank to successfully tokenise a work of art

Tokenisation makes it much more straightforward to access paintings, along with other works of art

Digital Wealth Platform Secures Funding for Growth

Launched in Singapore in 2019, the platform currently has over S$1.5 billion in assets under advice.

AJ Bell to offer 0.15% fees with new Dodl app

Pricing pressure has been increasing across the market, with recent moves by firms hoping to challenge incumbents by offering fee-free trades, low-cost fixed fees and family discounts.

Martin Lewis: Cryptocurrencies are changing the financial world and people's lives

So if you can't afford to lose the money that you put in, then do not invest in it.

CHF 400m Swiss property fund to list on Six

The fund’s management company is Nova Property Fund Management in Zurich.

Do you have the right approach to building a risk-aware investment process?

Organisations that proactively manage risk are more risk-aware and be¬tter at tailoring risk to get a higher return on their portfolios.

Raymond James signs up to new data integration hub

It is designed by Sprint Enterprise Technology that was founded in 2010 and is known for Fastrak software.