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
Wealth & Asset Management
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.
05/13/2022
Plugging Tech Into Wealth Management
Technology is the answer for wealth management, as much as it is for any other industry seeking to target and serve clients in a more personalized way.
05/13/2022
An ESG Digital Swiss Bank gets off the Starting Block
Radicant, a purely digital company co-founded and led by CEO Anders Bally, is organizationally independent of BLKB
05/13/2022
Swiss Banks Clam Up Out of Fear
The potential of being overtaken by a third party is a deep-seated fear. It is like losing a job to technological progress.
05/13/2022
WealthTech Trends for 2022 and Beyond
As part of this industry research, the authors identify ten trends in these four distinct areas for 2022 and beyond.
05/12/2022
Endowus Adds Ex-Morgan Stanley Private Banking Duo
Endowus hires Sean Wong as head of investments and Min Axthelm as director of research, according to a statement.
05/12/2022
Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations
TownSquare’s full-service investment and trading platform will add $6 billion to Orion’s $60 billion in TAMP assets
05/11/2022
SS&C Launches Blue Prism Desktop to Optimize Desktop Process Management
Blue Prism Desktop enables businesses to securely and centrally execute automated desktop processes, reducing governance and security risks