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Wealth & Asset Management

07/05/2024

Handelsbanken Norway reaffirms partnership with Tietoevry for innovative banking solutions

Tietoevry Banking delivers a comprehensive range of banking technologies, including innovative solutions for core banking, cards, payments, and wealth management, and systems for combating financial crime.

07/04/2024

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.

07/04/2024

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.

07/04/2024

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.

07/04/2024

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

Over 400 fund strategies are made available to Endowus clients.

07/04/2024

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.

07/03/2024

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.

07/03/2024

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

07/02/2024

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

07/02/2024

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.

07/01/2024

Nucleus completes acquisition of Third Financial

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

06/28/2024

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

06/27/2024

How should I invest in tech?

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

06/27/2024

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.

06/27/2024

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.

06/26/2024

Schroders Capital launches AI analyst for private equity

Schroders Capital’s proprietary and internal-only platform harnesses the technical expertise of its data science specialists alongside the deep investment knowledge of its private equity team.

06/25/2024

TrustQuay Viewpoint Rebrands to Quantios Following Successful Merger

Drawing on the heritage and expertise of TrustQuay and Viewpoint, Quantios aims to accelerate technology innovation in the TCSP sector.

06/25/2024

Objectway secures Eleventh Consecutive Award – Sixth Straight “Best Wealth Management System” Title – from Goodacre UK

The unwavering leadership is a tangible outcome of the long-standing and ongoing recognition from clients and market experts.

06/25/2024

Asset managers increasingly integrating tech into operations, survey finds

The investment management community at large is doubling-down on strategies underpinned by a data-driven approach and supported by integrated technologies.

06/24/2024

Arab Bank Switzerland Aims to Expand its Position Through Cooperation

The Wecan Comply solution will be implemented across the entire Arab Bank Switzerland group.

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