Managers of Wealth

UBS Gets a Dose of Digital Disruption in CEO’s First Major Move

CEO announced acquisition to push into automated advisory

PayPal Wants To Push The Adoption Of Blockchain Technology In Traditional Banking

Recently a developer found that the source code in the PayPal’ iOS app has some hints that PayPal is working on its coin, PayPal coin.

Preliminary information on CREALOGIX in the first half of 2021/2022 and the status of its transformation into a SaaS provider

Due to the successful implementation of the strategy to become a SaaS provider, sales and profit will stabilise at a higher level in the medium term.

SEI Investments plots next moves for financial advisors

The company’s portal for wealth managers, SEI Wealth Platform, lies at the core of its technology-intensive business of outsourced money management.

Leonteq launches Crypto Market Index

Following this expansion to a total of 25 crypto assets, Leonteq is now launching its first own rule-based index strategy.

SS&C Launches New Treasury Management Platform

Emso Asset Management leverages SS&C’s Treasury Management Platform to automate treasury functions

RBC moves its Asia wealth management platform to the cloud, powered by Avaloq technology

Avaloq has been serving RBC Wealth Management’s growing Asia operations since 2012

Flock selects AutoRek for Bordereau, Bank & Payment Reconciliation Requirements

AutoRek’s solution was chosen by Flock due its flexibility.

Switzerland: Crypto factsheet

Switzerland's integrity and good reputation as a business location must continue to be guaranteed in this area too.

Cyber threats and cybersecurity continue to impact private banking

As a consequence, awareness of cyber-attacks and the threat they pose is high and private banking clients expect this issue to be one the private banks have got well under control.

Green tech firms ‘should share innovations for greater good’

Writing for World Intellectual Property Review, Wyn Davies said that the response of the scientific community to coronavirus had provided a useful blueprint for effective action against climate change.

corfinancial launches penalty fee management for failing trades under CSDR

SureVu supports complex processes associated with penalty fees management, with a set of management information dashboards that summarise data and priorities.

Banking Sector Challenges and Revolutionary Impact of Technology

GlobalData reveals cost reduction, open banking, new entrants, disintermediation and cybersecurity are the key challenges for the banking sector.

AIA reaffirms focus on wealth protection and management

This aligns with the company's advocacy for a more well-rounded approach to achieving healthier, longer, better lives.

Epirus Bank selected RiskAvert for comprehensive risk management

The bank demonstrates a dynamic growth across the Epirus Region aiming at becoming a strong regional bank offering high quality and faster results to its customers and a pillar of growth of the local economy and community.

3 Trends in Automation: Evolving to a New Normal

Intelligent automation and transformation are important components that ensure hybrid models are efficient and secure

CBDCs: Here's what every central bank in the world is working on

They would use the same technology but would be backed by reserves.

Broadridge Enhances Trust in Proxy Voting Results with Extension of End-to-End Vote Confirmation Services

Broadridge's announcement expands upon the commitment made by Working Group members to provide vote confirmation for meetings of all Fortune 500 companies.

Crypto exchange pushes into wealth management with acquisition

Crypto insiders have forecast a boom in mergers this year as a cohort of newly flush digital asset giants like Gemini and Coinbase look to acquire capabilities and expand offerings.

BIS, SNB and SIX successfully test integration of wholesale CBDC settlement with commercial banks

Issuing a wholesale CBDC on a distributed ledger technology (DLT) platform operated and owned by a private sector company is feasible under Swiss law.

FinTech