Managers of Wealth Fintech

Broadridge and SLIB Joint SRD II Proxy Voting Solution for French Market is NOW LIVE

French intermediaries now able to meet new EC regulatory requirements under SRDII

UBS and iCapital Network Deepen their Strategic Partnership

Through this partnership, UBS GWM can benefit from iCapital’s technology and solutions, which digitize and automate the entire lifecycle of private market investments.

Australian wealth manager harnesses Napier technology

The technology will enable ClearView to gain better insights into its customers and identify suspicious behaviour more efficiently while having complete ownership over its AML platform.

Sionic acquired by Davies

Headquartered in London, UK, Sionic specialises in technology transformation & digitalisation, international regulatory compliance, and risk management.

Julius Baer, FinTech & Digitalization

As part of this, the Swiss group has invested 90 million CHF in digital and client-facing solutions and tools in 2020, it has trained 1200 participants in leadership training last year, and plans to have a significant part of their staff using agile ways

Brewin Dolphin goes live with Avaloq

The new platform will replace a legacy core banking system and is a key pillar in Brewin Dolphin’s focus on greater operational efficiencies as well as technological agility to support its long-term growth strategy.

SBI chooses Intellect Wealth Qube for its digital wealth management transformation

Country's largest public lender State Bank of India (SBI) has chosen Intellect Wealth Qube -- a digital wealth management suite for its digital wealth management transformation agenda.

TCS BaNCS Recognized as a Large Player in the Now Tech Report for Digital Wealth Management Platforms

Tata Consultancy Services’ Solution Improves Productivity of Financial Advisors and Customer Experience across the Entire Investor Lifecycle

Northern Trust Appointed by BlueBox Asset Management

The fund invests in cutting-edge technology companies that enable industry innovation, such as suppliers of semi-conductors, hardware, software and services.

FNZ agrees to acquire Swiss-based Appway software provider

This strategic acquisition gives FNZ significant technology expertise

Waverton Adopts SEI Wealth Platform

Technology and Operational Outsourcing Enables Efficiency and Scale to Support Ambitions

IOSCO Recommendations for ESG Ratings and Data Providers

These aim to help increase trust and transparency in the rapidly expanding ESG market.

UBS to drive into mass affluent market with new digital platform

UBS has traditionally focused on super-wealthy clients, but the Swiss bank is now making a push into the mass affluent market with a new digital platform to be launched next year.

Ritholtz Wealth Management and WisdomTree launch new crypto index

Besides collaborating with WisdomTree, Ritholtz also partnered with the crypto exchange and custodian Gemini as well as the crypto asset management firm OnRamp for integration to help launch the new crypto index.

Moneyfarm buys Wealthsimple UK to step up growth

This digital approach combines human guidance with a digital platform.

Zoe Financial Announces Partnership With Digital Wealth Management Innovator

Zoe's meticulously curated Network admits only the top 5% of advisors in the country, matching their clients with fiduciary advisors who provide best-in-class personalized financial advice.

Seba Bank launches cross asset platform to simplify access to digital assets

The innovative AMC platform enables Swiss asset managers to originate a Swiss-compliant AMC with Swiss ISIN and make unlimited use of SEBA Bank’s sophisticated portfolio management services.

Digital Wealth Platform Secures Funding for Growth

Launched in Singapore in 2019, the platform currently has over S$1.5 billion in assets under advice.

Do you have the right approach to building a risk-aware investment process?

Organisations that proactively manage risk are more risk-aware and be¬tter at tailoring risk to get a higher return on their portfolios.

The path forward for Wealth Managers: explainable ESG and hyper-personalisation

This yearly conference is one of the must-attend event in the space of the Canadian Wealth Management

Wealth & Asset Management