Managers of Wealth Fintech

Invessed Set to Help Wealth Managers Respond to Disengaged Demographic

The findings from Invessed’s “Defining Wealth for a New Generation” report underscore an urgent call for innovation to meet the needs of this emerging client base.

Wealth managers seek broader tech themes

The technology sector has been prone to herding and bandwagon effects in the past

Bybit Announces Highly Anticipated Restock of BTC Wealth Management Fund Pool

The second round of restock will be available to both VIP customers and regular users, offering the most compelling rates in the industry.

Comarch aims to bridge Asian banks’ innovation with wealth needs

The Comarch executive observed growing interest amongst banks in SEA for wealth management, which may be due to regulatory changes.

Ten years of contactless payment: a bird’s eye view

With the number of contactless payments soaring to 100 million in the two years, the Dutch were exceptionally quick to embrace this technology.

Avaloq introduces OpenWealth standard at LGT to enhance business with independent asset managers

The new solution will provide them with real-time access to LGT's investment positions and transaction data, with standardized data quality and an intuitive single interface.

Hyper-automation, hyper-personalisation in Wealth Management. What’s all the hype? Why, how, and with what business impact…

In today’s competitive landscape, hyper-personalisation differentiates wealth managers, attracting and retaining customers while driving growth

Robo-advisors gain traction amongst younger Singaporeans

40% of respondents under 35 stated using robo-advisories.

UBS introduces framework to size and seize the AI investment opportunity

The economic value creation by layer provides important information because each layer has to create enough economic value to justify the costs of the preceding layer.

GBST and Wipro announce strategic partnership to transform superannuation and wealth administration services

This collaboration addresses a critical need within the industry, where organisations often face challenges in managing legacy IT systems and multiple service providers simultaneously.

SIX Launches New Global Equity Indices

The new indices come in response to the growing appetite from financial institutions to gain a clearer view of the stocks and markets in which their clients’ money is invested, as well as their performance.

How eMACH architecture transforms wealth management in India

The flexibility of the headless implementation meant we could offer highly customizable user experiences.

Wealth Management Firms in Asia Embrace AI to Serve the Region’s Ultra-Wealthy

Wealth management firms navigate a complex landscape as they confront macroeconomic headwinds, regulatory changes, and rising operating costs.

Wells Fargo fires employees for 'simulating' keyboard activity

They emerged at the same time as some employers began stepping up their use of technology to track things such as keystrokes and eye movements.

Fidelity and Envestnet Launch Joint Wealth Management Platform

Fidelity and Envestnet said they were combining technology and service with proprietary data management and investment solutions to help firms and their advisors embrace this industry shift.

Wealth management in Vietnam: evolution and innovation

Dinh Thi Thu Nga, head of Internal Audit, Techcom Securities, spoke about the sector’s revolution, and future innovation trends.

Wealth management startup Sidekick raises £8.5 million in debt and equity round

The combined £8.5 million will see the startup continue scaling its team and expanding its product lineup while securing a European license.

Technology, the best ally for the growth of AIFs

There are four that have the greatest influence: business diversification, opening up investments to individual customers, increasing the weight of regulations and strengthening operations .

Survey shows Singapore’s wealth management industry is embracing the digital age

40% of respondents under 35 even tapped robo-advisory services.

Capturing wallet share: Delivering on the UHNWI top 10 list

This expectation is generating significant opportunities for banks because family offices most often serve as an orchestrator, coordinating services for the UHNWI.

Wealth & Asset Management