05/30/2022
Unblu recognized for outstanding wealth management platform at Private Banking Switzerland Awards 2021
Celebrated in Zurich, the event recognizes pioneering achievements by banks and service providers in the wealth management sector
Wealth & Asset Management
05/26/2022
Wealth start-up wins funding
HSBC AM is joined by Japan-based private equity firm Daiwa PI Partners and shareholders
05/26/2022
Fideuram-ISPB to advance digital wealth management with Alpian
Alpian has developed expertise in building mobile-first digital wealth management offerings using cloud-based technologies and agile product development.
05/26/2022
Digital Wealth News Expands its Industry Thought Leadership Platform
The fast-growing outlet provides industry leaders across the fintech and wealthtech spaces a unique vehicle for their content.
05/25/2022
Fidelity partners with Moonfare to broaden access to private assets
The service is first available in Hong Kong and Singapore.
05/25/2022
Intesa Sanpaolo Private Banking partnering to advance the digital wealth management offering for the clients of Fideuram-ISPB
The combination of this expertise with Fideuram-ISPB’s private banking knowledge will allow to develop a product roadmap designed to enhance the digital wealth management offerings for Fideuram-ISPB’s clients.
05/25/2022
Another Real Estate Company Joins SIX Swiss Exchange: Welcome EPIC Suisse!
With its successful listing, EPIC Suisse AG becomes the third company to list on SIX Swiss Exchange this year, thereby increasing its peer group of listed companies in the real estate sector. The opening price was CHF 68.00, resulting in a market capitali
05/25/2022
Singapore Sovereign Fund Invests in Indonesian Robo-Advisor
Currently, Bibit’s services include acting as a robo-advisor for helping first-time investors build a portfolio
05/24/2022
Mega International Commercial Bank to roll out Avaloq’s core banking platform
The bank’s established branch network and early entry put it in a strong position to quickly respond to this market opportunity.
05/20/2022
Zoe Announces Partnership With Female-Led Wealth Management Firm Creative Financial Services
The RIA's team acknowledges that wealth protection and client understanding are core elements of a financial plan.
05/20/2022
Swiss asset manager Julius Baer eyes crypto and DeFi potential
Swiss asset manager Julius Baer is set to offer cryptocurrency exposure to its high-net-worth clientele.
05/19/2022
Digital investment platform launches in Hong Kong
As Manulife unveils savings product in the Special Administrative Region.
05/19/2022
SS&C’s Black Diamond Wealth Platform Reaches $2 Trillion AUM
Fast-Growing Independent Wealth Management Firms Utilize Technology and Tools to Drive Scalable Growth
05/19/2022
Swiss Private Bank Selects Temenos to Digitally Transform Wealth Management Services
Temenos open platform gives Mirabaud agility to adapt to changing investment opportunities and client expectations
05/18/2022
“We See Growth Every Single Month.”
Adam explains the rationale behind the Trading InfoSnack publication series and speaks about the latest research piece
05/18/2022
PhonePe to acquire wealth tech platforms WealthDesk and OpenQ for $70 million
WealthDesk will continue to remain an open platform for all players, and founder Ujjwal Jain will continue leading the company
05/18/2022
SEI Launches its First ETFs
New ETF Suite Leverages Proprietary Factor-Based Approach
05/18/2022
SS&C’s Black Diamond Wealth Platform Reaches $2 Trillion AUM
Fast-Growing Independent Wealth Management Firms Utilize Technology and Tools to Drive Scalable Growth
05/17/2022
Schroders targets long-term in Asia tech
Although Asian semiconductor and IT stocks have had a turbulent few months, Schroders sees the sector as a long-term winner.
05/16/2022
CI Global Asset Management Advances Technology Toolkit with CapIntel
Wealth management technology enables wealth firms to provide enhanced services leading to outsized growth. In recognizing the value of CapIntel’s sophisticated platform, CI Global Asset Management continues to keep a pulse on leading FinTech.