Managers of Wealth Fintech

The rise of digital custodians

Role seen as crucial in digital assets market which is expected to reach US$10 trillion by 2023

Without In-Person Meetings, Some in Wealth Management Turn to VR

Morningstar and Fidelity have tapped virtual reality, one for a new conference experience, the other for employee onboarding.

UK tech awards 2020 - Shortlist announced

The awards are sponsored by PwC in association with Silicon Valley Bank and produced and owned by Ford Sinclair Ltd.

We’ve officially launched a new virtual bank Mox in Hong Kong

It also underscores Standard Chartered’s continued momentum in digitising its Retail Banking business and building strong strategic collaborations in response to the changing digital habits of clients across its markets.

Refinitiv Wealth Management boosts AssetMark platform

Refinitiv’s collaboration with AssetMark will enable an improved client experience and technology to drive scale for both AssetMark and its financial advisor clients.

SimplyBiz teams up with Aviva fintech subsidiary

In a bid to provide a low fee digital investment option for advisers

International & Regional Wealth Managers – Improving the Digital Platform & Capabilities

The experts discussed the nature of the Asian wealth management market, defining the needs for the years ahead.

Broadridge’s Global Asset Servicing Solution Now Live on Amazon Web Services

Global tier-1 investment bank utilizing cloud-based automated processing solution to address end-to-end asset servicing complexities

Singapore digital wealth manager raises $18.6m

This latest capital injection will allow Syfe to accelerate its journey toward reshaping the future of investing and saving in Asia.

Itaú USA Asset Management Appoints SS&C for Fund Administration

Brazilian investment manager consolidates vendors in favor of SS&C’s breadth of services

Avaloq strengthens its implementation capabilities with a new partnership and a status upgrade

This upgrade reflects Confinale’s significant number of Avaloq experts, the team’s large geographic reach as well as the number of successfully completed projects to date.

Wealth solutions for today and tomorrow must focus on operational agility

I share my perspective on some of the key aspects you should consider to grow and optimize your business.

WealthSelect takes profits following market highs and adds to UK and Europe

Within each region the portfolios have focused the reductions in growth managers which have outperformed, with value managers being topped up.

Apex bolsters UAE presence with acquisition

Following this acquisition, Apex will be able to offer clients a range of compliance services, including anti-money laundering outsourcing, compliance technology, fintech advisory, client assets compliance, and private placement compliance.

SS&C GlobeOp Forward Redemption Indicator: September notifications 3.43%

The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform

Nucleus launches behavioural finance guide for advisers with behavioural experts Be-IQ

The paper sets out the background to behavioural finance theory, in particular highlighting the uncertain, complex financial landscape clients and advisers now find themselves in.

The Future of Advice

New survey reveals how advisor business models and practices will change—and the implications for asset managers.

SS&C’s Black Diamond Wealth Platform Launches Command Center for Investment Advisors

The Client View application centralizes all client-focused workflows in one place

UBS Mulls VR-Based WFH Traders

UBS’s work-from-home efforts extend beyond just its trading operations or the European region.

Shareholders split on $503m Citadel acquisition bid

It comes at a critical juncture for the business, which is only 10 months into a turnaround strategy to become a software company.

Wealth & Asset Management