Managers of Wealth

US tech firm targets UK adviser market with purchase

This acquisition brings significant value to our customers engaged in delivering first-class investment and advisory services to their investors

Binance Weighs Crypto Venture With Richest Indonesian Family

Apart from the bank, the Hartonos also own a major cigarette manufacturer, a telecom-services firm as well as e-commerce businesses.

YCharts’ Intuitive Ecosystem Grows with Orion, Redtail and SS&C Black Diamond Integrations

Not only will these integrations empower advisors to more easily and efficiently make smarter investment decisions for their clients, but they offer a more streamlined approach to monitoring a clients investments in one location.

Challenges our industry faced in 2021

What is more – our raison d’être is to address their challenges and we are responsible for helping private bankers and wealth managers resolve them

UK wealth manager partners with green fintech firm

To give its clients access to personalised information about the climate impact of their investments

Profile is a Gold Sponsor at the “digital economy forum 2021”

Profile has more than two decades of significant projects implementation in the Greek Public Sector

FNZ agrees to acquire Swiss-based Appway software provider

This strategic acquisition gives FNZ significant technology expertise

Davies acquires financial services consulting firm Sionic

Headquartered in London, UK, Sionic specialises in technology transformation & digitalisation, international regulatory compliance, and risk management.

Julius Baer, FinTech & Digitalization

As part of this, the Swiss group has invested 90 million CHF in digital and client-facing solutions and tools in 2020, it has trained 1200 participants in leadership training last year, and plans to have a significant part of their staff using agile ways

Bitcoin trial: Defendant wins dispute over $50B in Bitcoin

Craig Wright, a computer scientist who claims to be the inventor of Bitcoin, prevailed in a civil trial verdict Monday against the family of a deceased business partner that claimed it was owed half of a cryptocurrency fortune worth tens of billions

Bitcoin Capital and Ficas team up to launch crypto ETFs on Six

The two exchange traded products invest in bitcoin and ethereum

AutoRek listed in RegTech100 List for Transforming the Regulatory Process in Financial Services

AutoRek is a financial controls, regulatory reporting and data management platform which provides complete and seamless control of data.

Australian wealth manager selects Napier technology

To gain better insights into its customers and identify suspicious behaviour more efficiently while having complete ownership over its AML platform.

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.