Managers of Wealth Fintech

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

In it to win it – right place, right time and right offering

Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Larry Campbell, Partner and Head of Financial Services Strategy at KPMG China

SEI Expands Technology Offering with Wealthbox

Strategic Partnership Provides Advisors Integrated Technology Ecosystem for Client Engagement and Business Growth

How Emotional Design fits inside a great CX

Reviewing the various research it’s easy to conclude that customers who have an emotional connection with a brand have a 300% higher lifetime value

RBC Taps Broadridge to Facilitate Digital Platform Overhaul

Broadridge's next-generation Wealth Management Platform is an open, industry-level platform offering an integrated and modern front-to-back-office solution, leveraging best-in-class technology.

WealthTech Views RegTech Report: The view from Arctic Intelligence

Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by Rosie Davitt, Head of Sales, EMEA, North America, Artic Intelligence

Open Finance: A New Era of Collaboration is Coming

It means embracing better ideas from open minded people and the collaboration of smart companies, so smart ideas are not monopolised and are shared

Credit Suisse backed FundsDLT to go live with Azimut Investments

Apart from the fund manager’s fees, Fitz Partners found that distribution costs for cross border equity funds make up 61% of fees, with administration coming a distant second at 23%.

Bambu and Moven join forces on digital wealth management

The team at Bambu works with some of the world’s largest banks to design and build digital saving and investment platforms.

Building a Better Marketing Engine for Asset Management

New report details how marketing is evolving and the actions marketers can take to drive superior outcomes.

Bank of England’s ‘Britcoin’ will drive the price of Bitcoin higher

“If the Bank and government officials believe Britcoin will supersede Bitcoin, they are mistaken. In fact, it will have the opposite effect.”

Embedded ecosystems – the road ahead

Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Matthias Plattner, Head of Channels and Innovation at Julius Baer

JPMorgan to give all wealth clients access to crypto funds - Business Insider

Its advisers are allowed to execute only "unsolicited" crypto trades, Business Insider said, adding that advisors cannot recommend products but only buy and sell on behalf of clients' request.

Pascal chosen for ventureLAB accelerator program

Fintech provider to receive advisory support as it takes digital wealth management platform to market

SIMON raises $100 million for Digital Wealth Management Platform

This funding round enables SIMON to further advance its core offering across structured investments and annuities, while driving additional growth initiatives centered on product and geographic expansion.

Prometia and Fabrick apply Open banking and AI to launch new digital wealth platform

The Global Investment Portfolio solution is unique on the market thanks to artificial intelligence algorithms developed by Prometeia which create a holistic overview of the overall financial portfolio of an investor.

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

How Impact Technology Can Help Family Offices Move The Dial

This lack of data opens investors and family offices to the risk of inadvertently investing in something that is not strategically aligned with their objectives and values.

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.

Wealth & Asset Management