Managers of Wealth

Data Centre Investing - Avoiding the Legal Pitfalls

Data centres require access to uninterrupted power

SEI Reports First-Quarter 2021 Financial Results

Our long-term success is built on a strong foundation of advancing our suite of solutions

JP Morgan, Morningstar and Broadridge invest in Tifin

Its businesses develop fintech products that "help bridge the gap" between retail investors, financial advisors, and asset managers and focus on "proven science, investment management, software, and algo technology".

Temenos Announces a Strong Start to the Year

Total Bookings growth of 105% SaaS ACV growth of 130% Total Software Licensing growth of 26% EBIT growth of 31% FCF growth of 28%

HSBC adds live chat to robo-advice platform

Live chat will be available Monday to Friday from 8am-8pm, and Saturday and Sunday from 9am-5pm.

Tales From The Crypto

Are cryptocurrencies finally moving from fad to fundamental asset type? We take a look at why you might want to get involved, and the risks to steer clear of.

True Wealth Manages Half a Billion Swiss Francs of Client Assets

The fact that the response has been so positive confirms our mission to make investing as efficient and simple as it gets for everyone.

SS&C Moves Forward on Acquisition of Mainstream Group

The purchase will be subject to customary conditions, including approval by Mainstream shareholders, the relevant Australian court and certain regulatory approvals, and is expected to close in the third quarter of 2021.

London-based wealthtech Bite Investments bags funding for its alternative investment platform

“It is a testimony to how the financial industry and investor community are gravitating toward alternative investment opportunities, as well as digitalisation and its transformative value.”

Taurus launches the World’s first regulated marketplace for digital assets

The launch of Taurus' Digital eXchange “TDX” meets the increasing demand from banks and issuers alike to access an open and independent infrastructure for tokenized securities and private assets.

Geneva fintech launches digital assets marketplace

TDX allows banks and sophisticated investors to trade and exchange any types of digital assets.

3 WealthTech companies transforming the European financial market

The startup was founded in 2018 in Leuven by an experienced team of bankers, computer scientists and product designers.

Contemi Solutions Joins Managing General Agents’ Association to Empower MGAS with its Digital Capabilities

As the MGAs prepare to respond to the new market demands and opportunities, they are challenged with the limitations of their existing processes, legacy systems, and high costs.

Introducing The Irish AML Regime For Crypto Providers

This update highlights the key requirements which will apply to VASPs and the new registration requirement.

Julius Baer Rolls Out Digital Advisor in Asia

The platform will also blend machine learning algorithms, according to the bank – an upgrade from previous systems.

Objectway Listed In March 2021 Gartner Intergrate Advisor-Supporting Wealth Management Technologies Into Digital Platforms To Accelerate Adoption Report

WealthTech Suite fulfils today’s need for advisor desktop, being ready for tomorrow’s broader digital ecosystem

FinTech