Managers of Wealth

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.

Credit Suisse digital-only bank CSX signs up 100,000 customers in first year

This is the answer to changing client needs and a market environment in which mobile-first solutions are increasingly gaining ground CSX combines the simplicity and flexibility of neo-banks with the expertise and range of services of a globally active ban

Cryptocurrency for diamonds in $20mln auction

Auction includes a collection of diamonds consigned by the former Chief Diamond Polisher at the Argyle diamond mine

UK Monetary Policy – ‘Crossing the river by feeling the stones’ - speech by Huw Pill

Given at the Confederation of British Industry (CBI)

How Credit Suisse gets over 100,000 digital customers

The meanwhile more than 100,000 CSX customers make an average of around one transaction per day.

Crypto-Focused Robo-Advisor Launches Service for HNWIs

Currently, only accredited investors and institutional investors are eligible to deposit funds with TradeTogether.

Sygnum onboards Swiss private bank »

The partnership with Sygnum Bank allows it to offer digital asset services to its customers.

The future of wealth management: Hybrid advice, hyper-personalisation, and holistic services

Robo-advisors are increasingly offered to clients, and in some cases are used exclusively by clients for self-service advice.

HSBC collaborates with Saxo to enhance its digital investment offerings in Singapore

"Through this collaboration, we’ll be able to accelerate the delivery of a market leading trading platform for our Singapore customers, opening up a world of opportunity and helping them grow their wealth.”

Delio launches Ventures initiative

The highly configurable way in which Delio’s technology has been engineered means that we are able to deploy it in diverse and exciting ways.

Florian Schütz appointed Chair of the OECD Working Party on Security in the Digital Economy

The OECD Working Party on Security in the Digital Economy (SDE) was established in 2019 to develop policy analysis, practical guidance and recommendations to build trust in digital transformation

WSO2 Secures $90 Million in Growth Capital from Goldman Sachs Asset Management

WSO2 will use the funds to accelerate global expansion and invest in its next-generation, cloud-native solutions for securely delivering APIs, applications, and digital services

Six Digital Exchange launches with first digital bond

SIX today placed the first senior unsecured digital CHF bond with a total volume of CHF 150 million and maturity in 2026 via its holding company SIX Group Ltd.

Maple Finance launches the first DeFi Syndicated Loan with Alameda Research

Being the sole borrower in the pool means that Alameda is able to leverage its high profile to, over time, get more competitive pricing and volume as institutions clamour to participate.

Broadridge's SRD II Solution Wins Industry Recognition

Global Proxy Voting and Shareholder Disclosure Solution Win Prestigious Asset Servicing Times Award

Just Wealth launches digital mark4ting support for advisers

The digital marketing package includes branded social media profiles, Google My Business profiles and compliance approved social media content.

Robo-advisor reshapes wealth management industry

The tech firm offers AI virtual advisors to optimize investment decisions and avoid risks, which makes sense in China where stock prices often fluctuate heavily.

Ethereum Foundation outlines $1 million in grants to crypto advocacy efforts

The Ethereum community can have a positive role in this process, by providing information and resources to policymakers and governments.

SBAI Publishes a Guide to Operational Due Diligence of Crypto Assets

Crypto assets were once the purview of retail investors

Dorsum named the "Best Wealth Management Software Solution Provider

This award is a great honour, not only for Dorsum, but also for the 80 plus customers that have put their trust in our technology

FinTech