Managers of Wealth Fintech

What’s Next for ESG?

During the past five years, the investment decisions and priorities of managers and advisors over the wealth and investment industry have evolved significantly.

Broadridge Acquires Innovative Post-Trade Solutions Business

Alpha Omega brings invaluable expertise in advanced FIX-based technology for asset managers and broker/dealers in all areas covering automated allocation, confirmation and affirmation of trades for equities, fixed income securities, and derivatives.

Are asset managers long on plans, short on action in data science?

Survey finds nearly all investment managers focusing on data and analytics to improve outcomes, but most lagging in capabilities

Family offices in EMEA region focus on ESG investing, shy away from cryptocurrency

Analysis from Goldman Sachs found that the EMEA region is the most focused on green investment, with 80% of regional respondents saying they are 'extremely focused on implementing ESG principles'

Ninety One Extends Transfer Agency Partnership with SS&C

SS&C GIDS brings superior client service, digital offerings to relationship

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

Wealth & Asset Management