Managers of Wealth

Swissquote's Net Profit More Than Doubles

For the full year 2021, Swissquote is now targeting net revenues of CHF 465 million

From process enhancement to relationship building- the role of technology within wealth management

Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Sopnendu Mohanty, Chief FinTech Officer, Monetary Authority of Singapore (MAS)

InvestSuite’s StoryTeller solution wins “Most Engaging Digital WealthManagement Solution” in Wealth & Finance’s 2021 Fintech awards

Using a series of proprietary algorithms and narrative storytelling techniques, StoryTeller takes

Compliance – stringent regulations require a joined up and robust approach – a comprehensive platform meets that need

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Mark Buesser, Chief Executive Officer at IMTF

The Key to Designing Inclusive Tech

Building a brighter future for everyone with inclusive tech

Wealth Dynamix Wins 'XCelent Functionality Award' in New Wealth Management CRM Report

The award was revealed in Celent's CRM Platforms: North America Wealth Management report

Australia’s Newest Digital Bank Goes Live on Temenos to Champion Fairer, More Human Banking Experiences

The new digital bank was built on The Temenos Banking Cloud to disrupt the Australian retail banking market with fast, simple, fairer and more human banking

Swissquote Captures Financial Zeitgeist

Swissquote is one of the rare, owner-managed and at the same time listed success stories in Swiss banking; but what lies behind its success?

How technology can improve wealth management for HNWIs

Technology can help wealth managers streamline onboarding by automating data entry and compliance checks.

Rothschild-backed RIT co-leads funding for crypto platform Aspen Digital

This will fund the launch of the platform and its expansion to London

IBOR, ABOR and PBOR: What’s in a Name?

The IBOR goes further, providing users with broader, more granular and real-time views of performance and risk data.

Nutmeg launches 'wealth consultancy' service

The Wealth Consultants service was launched to help more people engage with financial guidance and advice, following a rise in demand during the pandemic.

Ninety One Extends Transfer Agency Partnership with SS&C

SS&C GIDS brings superior client service, digital offerings to relationship

Leonteq Expands Its Crypto Asset Offering

Leonteq’s crypto universe will also be eligible for integration into the index strategies of asset managers used within actively managed certificates.

Mako Fintech Secures $2M Seed Funding Led by Desjardins Capital

The financing was led by Desjardins Capital, with participation from a group of top-tier angel investors, including many current and former CEOs and other senior executives at a variety of financial institutions.

Multi-Billion Dollar Hedge Fund is reportedly adding Bitcoin to its balance sheet

The wealth management firm allegedly has been looking for staff that understands blockchain technology and it’s possible Goldentree is circling distressed businesses within the crypto industry.

Ninety One Extends Transfer Agency Partnership with SS&C

SS&C GIDS brings superior client service, digital offerings to relationship

The Banker names BBVA the most innovative bank in Europe

BBVA's digital transformation effort in recent years has proven to be a tremendous advantage in the challenging circumstances caused by the global Covid-19 pandemic.

WealthTech Views RegTech Report: The view from IMVS

Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by John Motley, Director, IMVS

Iress rejects bid by private equity firm

This information has been shared with EQT following EQT entering into a confidentiality and standstill agreement.