Managers of Wealth Fintech

ERI named #1 best-selling banking software in Private Banking & Wealth Management by IBS Intelligence

This recognition underscores our commitment to delivering top-tier banking solutions tailored to the needs of high-net-worth clients.

New global platform for digital assets and wealth management launched

Abra Treasury’s integrated offering combines custody, trading, borrowing and yield services through separately managed accounts where clients retain title and ownership over their assets, and they are independently verifiable on-chain.

Swiss fintech continues robust growth and innovation during the first half of 2024

The company made further progress in implementing its business development strategy and consistently pushed ahead with its innovation projects for the Altoo Wealth Platform.

Endowus Private Wealth offers HK investors a built-it-yourself fund platform

Over 400 fund strategies are made available to Endowus clients.

Social media hampering wealth managers’ advice, says new study

Just 4% say they aren’t particularly influenced by social media activity around the stock market and stocks and only 1% say they aren’t at all influenced by it.

Are team-based advisory practices better positioned for growth?

This trend is even more pronounced among the largest advisory practices: 94.5% of practices with more than $500 million in AUM operate in a team-based structure, compared to only 5.5% that are solo practitioners.

Futu Announces Its Wealth Management Business Surpassing $10 billion in AUM

Futu’s fully-owned subsidiary, Moomoo Securities Malaysia Sdn. Bhd., has recently received approval for Institutional UTS Adviser registration

CTBC Bank taps Avaloq Core for “enhanced private banking experience” in Hong Kong and Singapore

The solution will also be put towards streamlining the bank’s front-to-back workflows

Objectway launches on the Italian market the portal for investors dedicated to alternative asset managers: first go live for Sagitta SGR

The growth of alternative investment funds is driven by increasingly multi-asset opportunities as well as a progressive opening to diversified clients.

Nucleus completes acquisition of Third Financial

This acquisition significantly expands Nucleus’s capability in the ‘adviser-as-a-platform’ space.

RF Group taps core vendor ERI to power its Caribbean banking operations

RF Group joins a growing list of Caribbean financial institutions to adopt ERI’s Olympic Banking System

How should I invest in tech?

We think the adoption of AI will unlock value across a number of sectors.

Sygnum Onboards 20+ banks to Enable Regulated Crypto Services For Third of Swiss Population

This enables their end-clients to buy, hold, trade, earn, and transfer cryptocurrencies in a fully regulated environment.

CTBC Bank achieves major milestone with Avaloq to offer an enhanced private banking experience in Hong Kong and Singapore

The new platform enables CTBC Bank to offer specialized private banking products and services in Hong Kong and Singapore.

Wealth & Asset Management