Managers of Wealth Fintech

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

The future of wealth management: Hybrid advice, hyper-personalisation, and holistic services

Robo-advisors are increasingly offered to clients, and in some cases are used exclusively by clients for self-service advice.

HSBC collaborates with Saxo to enhance its digital investment offerings in Singapore

"Through this collaboration, we’ll be able to accelerate the delivery of a market leading trading platform for our Singapore customers, opening up a world of opportunity and helping them grow their wealth.”

Delio launches Ventures initiative

The highly configurable way in which Delio’s technology has been engineered means that we are able to deploy it in diverse and exciting ways.

Just Wealth launches digital mark4ting support for advisers

The digital marketing package includes branded social media profiles, Google My Business profiles and compliance approved social media content.

Transparency and data management for family offices

A golden data set is created by aggregating data from multiple sources and cleansing and normalizing it into a single source. Everything in the office should use this single source of data.

InvestorCOM Recognized as Best Wealth Management Regulatory Solution for the Client Focused Reforms

Eleven judges, with expertise in regulations, technology, and financial services, evaluated the nominations to arrive at this year’s list.

Praemium enters ‘final stage’ in sale of UK platform

Praemium’s international business includes the Praemium UK platform as well as businesses in Jersey, Dubai and Hong Kong and its investment management company Smart IM, and the customer relationship management systems Wealthcraft and Plum.

Dorsum named the "Best Wealth Management Software Solution Provider

This award is a great honour, not only for Dorsum, but also for the 80 plus customers that have put their trust in our technology

InvestorCOM Recognized as Best Wealth Management Regulatory Solution for the Client Focused Reforms

Canadian RegTech Award recognizes InvestorCOM’s significant achievement and innovation in the advancement of regulatory technology.

SEI Acquires Novus Partners

Portfolio Intelligence and Analytics Solution Enhances Offering to Investment Teams

Wealth & Asset Management