Managers of Wealth Fintech

Private banking meets the public cloud

They need the same flexibility as the larger banks.

Technology will win future clients

There are several considerations when selecting the right type of co-browsing or client portal software. Here are some key areas to bear in mind.

Digital will be the new normal for wealth management

But lockdowns are highlighting how many firms aren’t transforming fast enough.

Managers of Wealth Appreciates Its Advertisers

We’d like to express gratitude to our fantastic sponsors here at Managers of Wealth.

Swiss Wealth Technology Landscape Report

The Swiss Wealth Technology Landscape Report 2020, a directory-based report highlighting over 300 relevant technology and related solution providers that support the technology and related business needs of the Swiss wealth management sector

What are the Key Strategies and Tools to help Wealth Management Through the Coronavirus Pandemic?

Embracing the right digital tools is the key to wealth-management success and survival in the age of coronavirus, and it will enable you to operate effectively across a number of different scenarios.

Avaloq and ACTICO expand strategic partnership to prevent financial crime

The expansion of our partnership with ACTICO illustrates the importance Avaloq attaches to the basic principle of an open platform architecture.

FNZ fails to allay CMA concerns for GBST deal

After competition of the phase one investigation, the watchdog has decided to launch a more in-depth investigation.

Objectway offers licence-free period for WealthTech

The rapid escalation of COVID-19 outbreak has forced us to test our business continuity plans

JPMorgan On Corporate Treasurers And Their ‘Digitization Journey’

“Digitization is not about reaching a destination as you are constantly pushing the envelope,” Rangachari said.

Wells Fargo Takes Ax to Robo-Advisor Fee

Launched in 2017, Intuitive Investor is what’s known as hybrid robo-advisor, which means it combines an automated investing platform with access to human advisors, typically over the phone.

Swiss Private Bank, Vontobel Limited Is Investing in Bitcoin, Ethereum and XRP

This discovery is seen as a big boost to the adoption of cryptocurrency.

Maximising the Cost Effectiveness of the Back Office

The demand is to have a single system than can meet all of the back office requirements, without the need for a large number of peripheral systems that are costly and sometimes unreliable.

Finantix confirms closing of acquisition

We are delighted that our expertise in AI and Finantix’s expertise in banking technology can come together to benefit customers.

Sionic Expands Global Reach with New Luxembourg Base

We’re continuing our growth across financial services with the establishment of a new capability in Luxembourg

HSBC relaunches its HNW wealth management platform

With the enhanced version, HSBC Jade Directors can generate risk analysis reports across all the major elements of a multi-asset wealth portfolio and discuss the insights drawn from WPIS's analysis.

Digital Alpha is a Sum of Excellences

The digital wealth & investment management revolution only makes sense if it generates value for the customer in terms of a digital alpha across an end-to-end investment experience.

FCA says Coronavirus will accelerate shift to digital

The FCA continued that it also needs to be aware of the potential disproportionate impact on vulnerable consumers, some of whom may be among the ‘digitally disenfranchised’.

SS&C ALPS Supports Advisors Seeking to Enter Non-Transparent, Semi-Transparent ETFs

SS&C ALPS has been servicing ETFs since 1995

How WealthTech Companies Survived Past Recessions

The global economy needed more than a decade to recover.

Wealth & Asset Management