Managers of Wealth Fintech

Social media hampering wealth managers’ advice, says new study

Just 4% say they aren’t particularly influenced by social media activity around the stock market and stocks and only 1% say they aren’t at all influenced by it.

Are team-based advisory practices better positioned for growth?

This trend is even more pronounced among the largest advisory practices: 94.5% of practices with more than $500 million in AUM operate in a team-based structure, compared to only 5.5% that are solo practitioners.

Futu Announces Its Wealth Management Business Surpassing $10 billion in AUM

Futu’s fully-owned subsidiary, Moomoo Securities Malaysia Sdn. Bhd., has recently received approval for Institutional UTS Adviser registration

CTBC Bank taps Avaloq Core for “enhanced private banking experience” in Hong Kong and Singapore

The solution will also be put towards streamlining the bank’s front-to-back workflows

Objectway launches on the Italian market the portal for investors dedicated to alternative asset managers: first go live for Sagitta SGR

The growth of alternative investment funds is driven by increasingly multi-asset opportunities as well as a progressive opening to diversified clients.

Nucleus completes acquisition of Third Financial

This acquisition significantly expands Nucleus’s capability in the ‘adviser-as-a-platform’ space.

RF Group taps core vendor ERI to power its Caribbean banking operations

RF Group joins a growing list of Caribbean financial institutions to adopt ERI’s Olympic Banking System

How should I invest in tech?

We think the adoption of AI will unlock value across a number of sectors.

Sygnum Onboards 20+ banks to Enable Regulated Crypto Services For Third of Swiss Population

This enables their end-clients to buy, hold, trade, earn, and transfer cryptocurrencies in a fully regulated environment.

CTBC Bank achieves major milestone with Avaloq to offer an enhanced private banking experience in Hong Kong and Singapore

The new platform enables CTBC Bank to offer specialized private banking products and services in Hong Kong and Singapore.

Schroders Capital launches AI analyst for private equity

Schroders Capital’s proprietary and internal-only platform harnesses the technical expertise of its data science specialists alongside the deep investment knowledge of its private equity team.

TrustQuay Viewpoint Rebrands to Quantios Following Successful Merger

Drawing on the heritage and expertise of TrustQuay and Viewpoint, Quantios aims to accelerate technology innovation in the TCSP sector.

Objectway secures Eleventh Consecutive Award – Sixth Straight “Best Wealth Management System” Title – from Goodacre UK

The unwavering leadership is a tangible outcome of the long-standing and ongoing recognition from clients and market experts.

Asset managers increasingly integrating tech into operations, survey finds

The investment management community at large is doubling-down on strategies underpinned by a data-driven approach and supported by integrated technologies.

Arab Bank Switzerland Aims to Expand its Position Through Cooperation

The Wecan Comply solution will be implemented across the entire Arab Bank Switzerland group.

Invessed Set to Help Wealth Managers Respond to Disengaged Demographic

The findings from Invessed’s “Defining Wealth for a New Generation” report underscore an urgent call for innovation to meet the needs of this emerging client base.

Wealth managers seek broader tech themes

The technology sector has been prone to herding and bandwagon effects in the past

Bybit Announces Highly Anticipated Restock of BTC Wealth Management Fund Pool

The second round of restock will be available to both VIP customers and regular users, offering the most compelling rates in the industry.

Comarch aims to bridge Asian banks’ innovation with wealth needs

The Comarch executive observed growing interest amongst banks in SEA for wealth management, which may be due to regulatory changes.

Ten years of contactless payment: a bird’s eye view

With the number of contactless payments soaring to 100 million in the two years, the Dutch were exceptionally quick to embrace this technology.

Wealth & Asset Management