Managers of Wealth Fintech

Allica Bank adopts Profile core platform

Profile and Allica Bank worked together to speedily deliver the digital banking solutions under challenging timescales.

Bank of Thailand Plans to launch Digital Currency

The project marks an important step in broadening CBDC’s scope and adoption to wider audiences

Wealth tech firm raises millions from Singapore family offices

Credit Suisse, which took a 10% stake in the company in 2017, has integrated the software onto its digital private banking platform for Singapore and Hong Kong clients.

Starting at Contemi UI/UX Design Team: An Insight from Caitlin Boyland

I started out learning how UI/UX currently exists at Contemi Solutions — Here I share my experiences of joining Contemi as a masters graduate and how I am now learning to steer the design helm.

Model Portfolio Market Ends Q1 2020 Sized at $3 Trillion USD, According to Broadridge

Growth Driven by ETFs and Shift by Advisors to Holistic Financial Planning

Technical Wizardry: the rise of the smart home

As with most technology, the rise in uptake of smart-home products will continue to grow:

Digital wealth manager Moneyfarm hits £1bn assets under management

Despite the challenging market conditions and the impact of the coronavirus pandemic

Geneva private bank outsources OLYMPIC Banking System to Swisscom

The 82 employees in Geneva have managed total assets of CHF 3.5 billion on the new Swisscom-operated platform since mid-June 2020.

Competitive Barriers Break Down as We Turn to the Value of Community

COVID-19 has made us all keenly aware of the value of community, even among competitors.

Why outsourcing is front of mind for most asset managers

Asset management firms are restructuring operations to become leaner with outsourcing of several functions on the to-do list

Julius Baer awarded Outstanding Wealth Management Technology Implementation

Hosted jointly by The Digital Banker and Global Private Banker, the Global Private Banking Innovation Awards- now in its second year

Refinitiv takes next step on quest for the ‘Holy Grail’ of wealth management

Datasets like Refinitiv’s ESG scores and fund comparisons are “highly relevant” to advisors, making wealth management a natural expansion for the company, says Joe Mrak, Refinitiv’s global head of wealth management.

Envestnet Launches 2020 Advisor Summit On-Demand

Annual advisor conference is reimagined online

Fintech acquires licensee

PictureWealth also closed a $12 million late-seed funding round, comprising of private equity and debt.

Singapore robo adviser to improve wealth platform, eyes foreign expansion

Central Provident Fund members can invest all but S$20,000 (US$14,407) of savings in their ordinary accounts in any investment products under the CPFIS.

Australian Wealth Fintech Eyes Growth

The hybrid wealth manager brings together digital automation and licensed, human financial advisers to provide users with personalized actions and insights based on their financial profile.

Evooq and Indosuez's subsidiary sign partnership

Pierre Dulon, CEO of Azqore, said: ‘This partnership is aimed at offering our clients modern digital solutions that integrate perfectly with our core platform.’

Finantix further expands global footprint

New office extends Finantix access to European tech talent and growing ecosystem of fintech start-ups

Big tech expected to shake up wealth management industry

The BCG report says big tech groups, including Amazon, Google LLC and Microsoft Corp., were already building the digital infrastructure required by wealth managers. Amazon, Alibaba and some others offer financial products.

Digital wealth firm receives Hong Kong licence

It will be able to offer services to retail clients in the Special Administrative Region

Wealth & Asset Management