Managers of Wealth

Greek CSD moves all its international assets under custody to SIX

The license of ATHEXCSD under CSDR as of April 12, 2021 is bringing new opportunities for servicing Issuers, Members and their clients.

BBVA Switzerland enables Bitcoin trading for private customers

The Spanish banking group added that the extension of this service to other countries would depend on the demand and regulation.

Citigroup launches Digital Asset Group, adding crypto to wealth management unit

The firm announced Thursday morning the new group, dubbed Digital Assets Group, which will sit within its wealth management division, Citi Global Wealth Investments, according to the memo.

BayernLB Selects Broadridge for Regulatory Trade and Transaction Reporting

"We are extremely proud that Broadridge continues to be the provider of choice for globally recognised financial institutions looking to streamline and de-risk their regulatory reporting process."

The Robots Are Coming. Is Your Firm Ready?

The researchers said the study, which analyzed five years’ worth of data on businesses in the Canadian economy, is the most comprehensive of its kind on how automation affects employment

Refinitiv releases wealth management offering

The wealth management industry is rapidly transforming, resulting in the need to dramatically improve the client experience.

Corporate Actions - You Are Not Alone... But Should You Be?

Most of these can be mitigated with a combination of more data and modern technology, automating processes and bringing best practice.

Cryptocurrencies and the offshore world - a difficult marriage?

An article co-authored by Jersey Group Partner Sam Sturrock and Trainee Solicitor Sophie Moustras has been published on Finextra.

Apex Group acquires digital marketing platform to support clients raising assets

The platform will enhance connections between Investors, Asset Managers including family offices and HNWIs, and both public and private companies by supporting the instant communication of engaging content and information with just a few clicks.

JPM and Nutmeg: a digital union made to last?

JPMorgan is acquiring online investment manager, Nutmeg, to augment its new digital bank for UK consumers, expected to launch later this year.

Criptonite Asset Management and US-Based Wave Financial Announce Strategic Partnership

Criptonite and Wave will address the increasing demand from European investors for new, secure and regulated crypto-asset investment products

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.

FinTech