Managers of Wealth Fintech

Digital Transformation- A critical enabler for firms

Wealth managers firmly believe that digital transformation is critical in enabling them to achieve their high priority business objectives, namely achieving growth at scale.

SEI Adds Nearly $3.8 Billion in Fiduciary Management Assets Globally in First Half of 2021

Addition of 11 New OCIO and Fiduciary Management Clients in 2021 Supports Global Market Momentum

Introduction to Profile Software and the firm's offering to the wealth management market

Panagiotis provides us with a brief introduction to Profile Software

SRD II: Preparing for the Road Ahead

Demi Derem assesses the industry’s challenges on the journey to SRD II compliance and how intermediaries can avoid being left behind.

TechRules & Sinqia partner for the Brazilian Wealth Management Market

For TechRules, this partnership completes its innovative portfolio management with an exceptional back office, which gives the client a perfect solution for the entire investment and wealth management process.

Navigating the Post Pandemic World, One Trend at a Time

According to Objectway’s research Setting the Digital Agenda for the Next Normal, the wealth industry is currently fast-tracking digital development to improve internal performance and maximise client experience.

Robo and hybrid digital models in insurance and investments

They should offer clients the digital tools and software capabilities to enjoy better engagement levels with their relationship manager.

Broadridge Study: 2 in 3 Millennials Likely to Begin Working with FAs

The last year in finance has been defined by a high-touch, high-tech experience, with technology making markets increasingly accessible.

additiv partners with Adviscent to provide user-led content solutions for wealth management clients

The partnership of the two Zurich-based firms comes as a result of the need for investors and wealth advisors to directly access relevant content and ideas to support investment decisions.

Research reveals 'dramatic' crypto increase from UK wealth managers

Nickel Digital commissioned a survey with 23 institutional investors and wealth managers in the UK who collectively oversee US$66.5bn in assets and who currently have some exposure to digital assets.

Banking & Wealth Management: How to Win the Best of Both Worlds

This requires a culture of proactive change that is typical of a technology-forward institution.

4 Italian FinTech companies to watch out for in 2021

Lombardy emerges as a leading region for the number of ventures, with 169 HQ out of the 345.

Scalabity For Multi-Family Office

Clients benefit from FFT’s ability to distill and relate complex situations to their particular needs.

Hong Kong FinTech - forward into the future

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Benjamin Quinlan, Chairman, FinTech Association of Hong Kong and CEO at Quinlan & Associates

Data divide: The financial cost of a disconnected retail and wealth management system for firms and investors

Wealthy investors use credit cards, make payments, and take out mortgages.

Level Up Client Communication In 2021, And Beyond

In the contemporary everchanging scenario it is actually possible to win the best of both worlds, by start looking in depth at the whole art and science of communicating with private clients.

Digital asset manager Hyperithm raises $11M in Series B round

The round was co-led by Hashed and Wemade Tree, with participation from Coinbase Ventures, Cocone, GS Futures, and Guardian Fund.

Digitising Wealth Management in the Post-Pandemic Future

Only cloud infrastructure and services have grown in 2020.

Meet the emerging affluent – Your Gen Y, largely wealthy digital native client

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Andrew Braun, General Manager, Marketing at Netwealth

Digital Bank Founder Worth $6 Billion to Donate Most of Fortune

Nubank’s David Velez and his wife, Mariel Reyes, committed to give most of their wealth to philanthropy.

Wealth & Asset Management