10/17/2022
Digital wealth manager buys stake in Hong Kong family office
Combined group has $4bn in AuM
Wealth & Asset Management
10/17/2022
Global wealth set to contract over 2% in 2022
Average nominal growth of financial assets is expected to be at 4.6% until 2025, according to Allianz
10/17/2022
Zedra selects Clausematch for digital transformation
Zedra has acknowledged the volatile and rapidly evolving environment (regulatory, political, social, criminal) that the industry is facing.
10/14/2022
Temenos pre-announces Q3 2022 results
Ad hoc announcement pursuant to Art. 53 LR
10/13/2022
Global Asset Management Growth Expected to Slow
Broadridge expects significant opportunities to be had aligning business strategies to meet shifting secular trends, many of which, if missed, will increasingly bifurcate the market between winners and losers.
10/13/2022
Delio’s latest research finds it’s no longer a case of ‘if’ wealth managers offer private markets to clients, but ‘when and how’.
Clients have been increasingly demanding access to private markets as they seek access to asset classes that help to diversify their portfolios while potentially generating greater returns in a climate of increasing inflation and interest rates.
10/13/2022
Raffles Family Office Launches Digital Asset Platform
The platform aims to become a one-stop solution offering aggregator, independent asset management, gatekeeper, and private wealth advisory services to UHNW families with traditional assets as well as crypto-native investors.
10/13/2022
UBCI selects Profile Software’s Treasury Management solution
UBCI has a network of 103 branches operating in the very heart of Tunisia’s main economic centres.
10/12/2022
Fierce Competition Ahead as Less Than 100 Asset Managers Secure Two-Thirds of Industry Asset Flows
Broadridge whitepaper finds organic growth across the global asset management industry expected to slow into 2031, but identifies new standards of differentiation to help firms win
10/11/2022
Asset managers urged to tap retail, private markets amid expectations of global growth slowdown for years
A study by Broadridge also predicts that individual investors will drive 42% of net flows in the coming decade compared to just 26% over the last 10 years
10/11/2022
Digital private bank becomes reality - Alpian launches as Switzerland's first FINMA-licensed
Its mobile-first digital service, which combines everyday and private banking, is now available for download on the Apple and Google play stores.
10/10/2022
‘Resistance to digital wealth management has almost disappeared in SEA’: Bambu CEO Ned Phillips
Bambu, which raised US$10M co-led by Franklin Templeton in 2019, is getting closer to profitability and that is its goal for now
10/10/2022
Linqto launches Linqto Wealth Platform for Advisors
“Linqto Wealth meets the requirements of wealth advisors and their clients for accessing alternative investments
10/06/2022
KFH – Bahrain launches Wealth Management Platform
The platform aims to streamline both the investment and banking experience for the bank’s high-net-worth clients.
10/04/2022
Ardian and iCapital Partner to Broaden Private Markets Investment Access for Wealth Managers Globally
Ardian’s network of wealth managers serving high-net-worth clients will gain streamlined access to Ardian's offerings via customized technology and solutions powered by iCapital.
10/03/2022
Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering
The updates are part of the E*TRADE integration as Morgan Stanley seeks to leverage the strengths of each product offered in its suite.
09/27/2022
Online Investment Platform for Corporate Bonds – WiseAlpha, Announces Collaboration with Titan Wealth
he platform holds a mission of democratizing the corporate bond market with its digital marketplace serving investors of all sizes. In the current economic environment, WiseAlpha’s business should be booming.
09/26/2022
Morgan Stanley’s wealth management arm hit with $35m data protection fine
The SEC says that MSSB, since 2015 and over a five-year period
09/26/2022
Citi to wind down UK retail banking ops to focus on wealth management
The news comes months after Citi said it would exit its Citibanamex consumer banking business in Mexico, ending a 20-year retail presence in the country.
09/26/2022
Fidelity integrates with Salesforce
The integration, built on Financial Services Cloud, is currently in pilot for RIA and family office clients and is expected to be made available to all Fidelity Institutional clients by early 2023.