10/20/2021
SEI Reports Third-Quarter 2021 Financial Results
Our talented workforce is the key to our ability to serve our clients globally and create opportunities for our future.
Wealth & Asset Management
10/19/2021
Digital change: the magic solution?
The take up for this is very encouraging and firms have seen a significant improvement in client satisfaction as a result.
10/19/2021
Wealth8 partners with WealthKernel to launch an investment app
Headquartered in the UK, Wealth8 is a wealth-management platform helping to connect people with wealth and investment opportunities by providing easy access to global investment products.
10/19/2021
Global private wealth platform Kristal hits 500 mn dollars AUM landmark
It is experiences like these that have made Kristal the no.1 wealth manager in the mass affluent & emerging HNI segment of Asia.
10/18/2021
Client segments have been re-shaped—and advisers need to adapt
The turbulence and uncertainty of financial markets has seen many wealth firms experience an uplift in AUM, with advisers getting closer to clients and becoming the primary touchpoint of their financial lives.
10/18/2021
How Digitalisation Has Made Luxury Brands More Accessible
High-end products are no longer exclusively sold in stores, as the world’s most coveted brands, products, and services are now accessible to all who search.
10/18/2021
NFTs: Has the World of Collectible Art Finally Gone Digital?
As we embrace the digital age, where content online can be easily copied and used, it becomes increasingly difficult to authenticate individual ownership.
10/18/2021
Cryptocurrencies: the most important invention since the internet?
There are plenty of evangelists out there making hyperbolic claims about Bitcoin et al. But just what exactly are cryptocurrencies and is there a business case for them?
10/18/2021
ESG – What does it really mean?
At one end of the spectrum, some wealth managers already have a serious ESG focus.
10/15/2021
What role does digitalisation play in the future of Wealth Management?
Digital acceleration and adoption of new technology in a changed operating model have been catalysts for increased IT spend this year.
10/15/2021
Innovating together: what is happening in Wealth & Asset Management
Openess and API facilitate collaboration and access to innovation.
10/14/2021
Broadridge Enhances Fiduciary Toolkit for Financial Advisors
Enhancement enables financial advisors to leverage ESG rating data in conjunction with pecuniary factors to construct client portfolios
10/14/2021
Membership group launches to support implementation of CBDC
A new membership body supporting the rollout of the UK’s CBDC (central bank digital currency) launches in London today.
10/14/2021
CyborgTech Announces Investment From Leading WealthTech Developer PureFacts to Expand Award-Winning Robo-Advisory Platform
Launched in 2019, Cy helps financial advisors successfully engage with clients throughout the investment journey
10/13/2021
Basler Kantonalbank and Bank Cler committed to providing seamless end-to-end digital client experience with Avaloq
The two banks are expanding their long-standing partnership with Avaloq by moving their respective web and mobile banking solutions to Avaloq’s Engage platform.
10/13/2021
Pandemic precipitates new era of outsourcing
Outsourcing is an often-cited word in the context of managing private client wealth.
10/12/2021
The digital agenda outlook, for wealth managers
Client demands have changed and their digital experience is now a real differentiator between firms
10/11/2021
Raffles Family Office Adds Wealth Vet and Crypto Expert to Board
Raffles Family Office expands its independent advisory board with the addition of a private banking veteran and a cryptocurrency pioneer.
10/08/2021
Profile Software at TSAM London Live 2021 showcasing its award-winning investment management platform
The Axia Custody solution has been upgraded to deliver automation and streamline processes for the modern Custodian Banks.
10/07/2021
d1g1t Announces Strategic Partnership With Raymond James Correspondent Services
Business unit of one of the world's leading independent wealth management companies has begun to integrate d1g1t's technology into its platform