Managers of Wealth

SIX Digital Exchange forms partnership with tokenisation platform daura

As a result, companies on daura will be able to issue digital equity securities seamlessly in SDX's regulated Central Securities Depository (CSD).

Access to alternative assets to grow through digital investor marketplaces

It is this increasing interest which has prompted Delio to work in partnership with marketplaces that are likely to play a significant role in meeting accelerating investor demand.

Rathbone Funds Extends Transfer Agent Relationship with SS&C

As part of the latest extension, Rathbone Funds will also leverage SS&C's Adviser OnLine, enabling advisers to access their portfolios and obtain commission reporting.

Forrester outlines a future-fit vision for digital transformation

Sometimes a new platform can widen the gaps between legacy systems and customers’ needs.

FNZ and Clearstream to help asset managers monitor global trends

The new solution enabled by FNZ and Clearstream via its Fund Centre capabilities will provide asset managers with the global and regional intelligence they require to analyse market trends

HCL Technologies Expands Global Partnership with Avaloq

The new lifecycle management center will harness HCL’s digital transformation execution framework and next-generation AI and automation products to drive efficiency.

Is the tech correction here to stay?

Despite a tricky 2022 so far, TDAM analyst says diversified exposure to the space remains a good strategy

Capgemini positioned as a “Leader” for AI Services in Everest Group’s AI Services PEAK Matrix Assessment 2022

Capgemini was recognized for the 2nd time consecutively

Even the UK’s Royal Mint is now involved with NFTs – and so should you be

An NFT is a digital asset that can be an image, audio clip, or GIF and whose ownership is recorded on a tamper-proof digital ledger known as a blockchain.

Cryptocurrencies: Individual reporting requirements and tax implications

For Swiss tax purposes, payment tokens can be defined as tradable, intangible assets and fall within the category of movable assets, subject to Swiss wealth tax.

Swiss Online Bank Expands its Reach

The bank reported organic net new money inflows of 9.6 billion francs, helping client assets grow to 55.9 billion francs.

Switzerland Arms Itself Against Financial Cyber Threats

The result was the establishment of the Swiss Financial Sector Cybersecurity Centre (Swiss FS-CSC) in Zurich

Digital quo vadis: disruption or evolution?

The business as a whole had to embrace different methods of delivering a solution.

Uncovering the Product Preferences of Today’s Advisors

Insight to help asset managers expand and deepen advisor relationships.

The end goal of automation and innovation is customer satisfaction

It is important to bring the customer into the strategy because it eliminates some of the challenges that have caused delays to digital banking.

Aspen Digital leads global crypto asset management space joined by wealth managers and family offices

The strategic investors joined Aspen Digital on the heels of a $9 million pre-A round raised in September 2021, led by RIT Capital and Liberty City Ventures.

Alpian obtains FINMA banking license and secures CHF19 million Series B+ financing

The financing will support the deployment of Alpian's range of services in Switzerland, comprising both private and online banking.

Financial center fights cyber threats together with federal Bern

A club was specially set up to implement it.

Summitas Wins Private Asset Management's 2022 "Best Technology Platform for Family Offices" Award

Innovative client portals provide a single point of access for secure collaboration.

HSBC launches metaverse investment fund

"We see many exciting opportunities in this space as companies of different backgrounds and sizes are flocking into the ecosystem."

FinTech