Managers of Wealth

Technology deals insights: 2021 midyear outlook

Insights into 2021 technology deals

Finuevo: the new fully automated Mobile-first Digital banking platform

The cloud-based functionality offers secure and continuous access, with easy authentication via any device for payments, transfers and more.

CREALOGIX included in report on most influential APAC solution providers

The report is a must-read of any wealth manager in the region and provides a uniquely focused, accessible and relevant resource to support technology insights, planning, and strategy.

Goldman Sachs Partners Crypto Management Firm

Galaxy Digital Provides Sophisticated Liquidity Provision and Risk Management Capabilities

Pan-European wealth management platform goes live in the U.S. with MapleMark Bank as its first partner bank

Through our technology we’re creating a win-win solution for banks and customers alike.

JP Morgan Chase to buy loss-making robo-adviser Nutmeg

Launching digital bank 'Chase'

Profile Software named category leader in Chartis’ Advisor Desktop solutions for Wealth Portfolio Suites

The advisor's desktop is the command center for prospect/client engagement, financial planning, investment decisioning and practice management.

HSBC Private Banking unveils online trading platform

New service offers clients in Asia easy access to real-time trading opportunities across 10 key markets

Swissquote Flags Renewed Surge in Profits

In H1 2020, Swissquote posted a net profit of 58.4 million francs.

New Access and Apiax Partnership

Within the next months, Apiax’ API solution will be fully integrated in New Access’ core-to-digital suite of solutions

Temenos Extends Partnership with Standard Chartered

With Temenos Multifonds, Standard Chartered has extended its services with the latest functionality to support alternative assets, leveraging automation to create new operational efficiencies

Leveraging Open APIs to build your digital ecosystem

There are mutual advantages of adopting an open API architecture

Bitcoin jumps after Elon Musk says Tesla will resume its use when mining cleaner

The cryptocurrency gained as much as 9.3 per cent to US$39,372 on Sunday afternoon in New York, the highest level since June 3 and just below the US$40,000 round-number level seen as key by some chart watchers.

GBST extends partnership with AJ Bell’s wealth management business

AJ Bell will continue to benefit from our commitment to an ongoing investment in Composer.

‘We were in the right place at the right time, with the right product’

President of Mako Financial Technologies explains how flexible platform for wealth firms puts relationships back in focus

French and Swiss central banks to trial wholesale digital currencies

It is the Bank of France’s latest CBDC pilot. In April, it ‘settled’ - or made payments on - digital bonds issued by the European Investment Bank using blockchain technology.

Why All RIAS are on a Digital Transformation Journey

An intentional digital transformation initiative begins with a solid strategy and immediately addresses the problem one is trying to solve.

Can Crypto Buttress the Asset Management Industry?

There are big opportunities for investment firms in digital currencies. But a lot hinges on market regulators.

Refinitiv Workspace for Wealth Advisors chosen for Nomura's International Wealth Management business

Fast, light and built on an open platform, Refinitiv Workspace for Wealth Advisors is tailored to the specific needs of wealth advisors, delivering an efficient workflow and actionable insights at home or in the office.

Nomura selects Refinitiv Workspace for Wealth Advisors

Refinitiv’s recently released Wealth Management report “Advancing the advisory client experience” found that 43% of wealth advisory clients globally agree they are more likely to need investment advice now than a year ago.

FinTech