03/09/2021
Fortu Wealth taps Currencycloud for cross-border payments
The partnership represents the latest development on Fortu’s journey to revolutionize the worlds of private banking and wealth management.
FinTech
03/09/2021
Robo-advisors: the future of wealth management
Using algorithms to deliver tailored solutions, robo-advisors make investment affordable
03/09/2021
WeLab moves into WealthTech space on Allianz investment
As part of the new financing, WeLab Bank intends to enter the digital wealth management and insurance market through a working alliance with Allianz Global Investors.
03/09/2021
Ocorian acquires Emphasys Technologies
The acquisition of Emphasys Technologies marks our entry into the US and will provide a foundation for the development of our capital markets services suite in the country.
03/09/2021
Digital Assets: New private bank joins Incore
The Zurich-based boutique private bank NPB, founded in 2001, has been a partner of Incore since 2013.
03/08/2021
How DLT & Blockchain is shaping the future of wealth & asset management - the view from Aave
Aave's article from our DLT & Blockchain Report
03/08/2021
Bordier & Cie SCmA Offers Cryptocurrencies Via Sygnum’s B2B Banking Platform
Driven by increasing client demand, Bordier has expanded its private banking services to include digital assets through a partnership with Sygnum Bank, leveraging the latter’s B2B banking platform.
03/08/2021
Scottish Equity Partners announces investment in AutoRek
AutoRek’s software automates high-volume reconciliation, exception management and data analysis
03/05/2021
Contemi In Conversation With Neil Blackstone, Senior Director Business Development At Blankstone Sington
Owing to the long-standing working relationship between the two firms
03/05/2021
Swiss consortium to spur blockchain-based innovation with a Gold Token
The token will allow physical delivery in investor-specified quantities and will empower the holder with responsibly sourced gold.
03/05/2021
Singapore digital wealth firm enters Hong Kong
It has already secured three different licenses from the regulator
03/05/2021
Sea Change: Ensuring Operational and Technology Readiness with Geneva
While some milestones in the transition timeline have been adjusted due to the pandemic and many accounting questions are still being sorted out, the time is now for firms to prepare, to avoid being caught off guard by these looming deadlines.
03/05/2021
Digital distribution experience: where operations meet sales and marketing
People who are now spending more time on video conferences from their PCs and phones; people who are experiencing how well Uber, Amazon and Facebook know who they are and anticipate their needs; and people who have daily questions answered by smart-speaki
03/04/2021
Creation of Amundi Technology
A new business line dedicated to technology products and services
03/04/2021
Contemi Solutions Q&A: Investment Management Firm Surviving the Pandemic to Thriving and Transforming
The discussion was a candid exchange of ideas and opinions covering a wide range of topics including how wealth management firms are responding to the pandemic
03/04/2021
Objectway recognised by Celent among the leaders in Wealth Management Solutions in North America
Objectway WealthTech Suite Commended For Completeness And Usability
03/04/2021
Open Finance - a game changer for wealth?
We’re already seeing signs of challengers entering the wealth space
03/04/2021
Moscow-based ATON selects Axia to automate and digitilise their wealth management services
Taking portfolio management activities to the next level
03/04/2021
MoneyLion Unlocks the Exclusivity of a Private Banking Experience for All with Acquisition of Wealth Technologies Inc.
Data-driven, digital financial platform utilizes AI and predictive analytics to bring institutional quality, personalized short- and long-term advice to hardworking Americans
03/04/2021
CIGP chooses FA Solutions as technology partner
FA Solutions provides a cloud-based portfolio management platform that automates and centralises operational processes into one easy-to-use system via multiple APIs.