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Wealth & Asset Management

06/07/2022

How Private Banks Face up to Critical Technological and Digitisation Investment Decisions as they Fight to Stay Ahead of the Pack

This will mostly be through acquiring and layering on digital tools, and sometimes through outsourcing processes, the latter usually well away from any client interface.

06/07/2022

Contemi Wins Best ‘Family Office Solution’ and ‘CEO’ award at Wealthbriefingasia awards 2022

The awards were presented on June 02 at a gala evening in Singapore.

06/06/2022

Robo-advisers are increasingly managing wealth in the MENA

One in three (34 percent) expect the number of digital only solutions to increase dramatically by 2025, according to new research from Oxford Risk

06/06/2022

China's Ant Group launches digital bank ANEXT in Singapore

Ant obtained one of Singapore's first digital wholesale banking licences at the end of 2020 allowing it to serve large clients, including financial institutions and corporations.

06/05/2022

ERI awarded best “Core Banking Software (Pan-Asia)“ at the WealthBriefing Asia Awards 2022

Showcasing “best of breed” in the Asia region, these awards have been designed to recognise outstanding organisations grouped by specialism and geography

06/03/2022

Endowus collaborates with Partners Group to bring institutional private equity access to Endowus Private Wealth clients

Endowus had also seen a significant uptick in the number of accredited investors on its platform, almost tripling between April 2021 and 2022.

06/02/2022

Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients

Seeing the opportunity to address the growing demand for comprehensive financial planning and high touch service, Taylor Heininger and Hart Williams leave Bessemer Trust to form Cloud Capital with Seattle-based Venture Capitalist, Sean Sternbach.

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

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

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