Managers of Wealth

InvestCloud wins wealth management deal with BNP Paribas

BNP Paribas Wealth Management selected InvestCloud’s solution based on InvestCloud’s leading automation technology to bring operational efficiency to onboarding of HNWIs

SS&C GlobeOp Forward Redemption Indicator: July notifications 1.81%

The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform

Temenos Earnings Boosted by New Clients

The sales environment continued to steadily improve this quarter

Blockchain is much more than the crypto ‘Wild West’

A compelling investment story lies beyond Bitcoin in the blockchain, more specifically the companies built on it or that otherwise harness it.

New fully automated Custody platform for global operations in Axia Suite

Capitalising on international know-how, Axia Custody accelerates the communication by also supporting 2-Way Allegement functionality.

FinTech’s evolution in the advice industry – The Australian experience

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Benjamin Marshan, Head of Policy Strategy and Innovation at the Financial Planning Association of Australia

SEI Reports Second-Quarter 2021 Financial Results

Diluted earnings per share were $0.93 in second-quarter 2021 compared to $0.68 in second-quarter 2020.

Caceis Goes Live with Retail and Institutional SRD II Solution from Broadridge

SRD II proxy voting and disclosure solution from Broadridge has enabled Caceis to meet regulatory obligations and advance shareholder democracy

Leveraging Robot Algorithms

When talking about structure, we also refer to the page and line where the strings to acquire are located along with their placement within the line and their format, which may be fixed as for dates and tax code, or variable.

The Digital Sandbox

The purpose of this sustainability cohort is to accelerate innovation

Citco recognised as 'Best Alternative Data Provider'

The awards recognize and reward hedge fund service providers who have demonstrated exceptional client service

The power of partnerships: Meeting the demand for digital

Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Anil Venuturupalli, Chief Operating Officer at HSBC Private Banking

Broadridge to utilise OpenFin at financial desktops

Asset managers to benefit from flexible workspaces and intuitive workflows

Banks are becoming bitcoin banks whether they like it or not

Banks providing cryptocurrency services but not believing in their viability is a fine line to tread.

corfinancial’s Salerio Selected by Man Group as Treasury Solution for FX Processing

The investment management firm’s international growth has relied increasingly upon Salerio, which automates key middle office processes.

How decentralized finance will transform business financial services – especially for SMEs

The greater transaction banking industry now sees DeFi as a potentially significant growth engine and disruptive force.

The 10 Public Companies With the Biggest Bitcoin Portfolios

A growing number of institutional investors are piling into Bitcoin. We take a look at some of the biggest public companies that hold Bitcoin.

Julius Bär Woos Independent Asset Managers with Tech

The solution will enable the leading Swiss wealth management group with a dedicated intermediaries business to simplify the exchange of information with its independent asset managers in Switzerland and to receive compliance documents in an ultra-secure m

US banks ramp up spending on talent and technology

Costs at largest US lenders jumped 10% in most recent quarter as industry fends off competition

Reality Check for Swiss «Crypto Valley»

Crypto Valley now has 960 companies employing 5,200 people