Managers of Wealth Fintech

Hong Kong FinTech - forward into the future

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Benjamin Quinlan, Chairman, FinTech Association of Hong Kong and CEO at Quinlan & Associates

Data divide: The financial cost of a disconnected retail and wealth management system for firms and investors

Wealthy investors use credit cards, make payments, and take out mortgages.

Level Up Client Communication In 2021, And Beyond

In the contemporary everchanging scenario it is actually possible to win the best of both worlds, by start looking in depth at the whole art and science of communicating with private clients.

Digital asset manager Hyperithm raises $11M in Series B round

The round was co-led by Hashed and Wemade Tree, with participation from Coinbase Ventures, Cocone, GS Futures, and Guardian Fund.

Digitising Wealth Management in the Post-Pandemic Future

Only cloud infrastructure and services have grown in 2020.

Meet the emerging affluent – Your Gen Y, largely wealthy digital native client

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Andrew Braun, General Manager, Marketing at Netwealth

Digital Bank Founder Worth $6 Billion to Donate Most of Fortune

Nubank’s David Velez and his wife, Mariel Reyes, committed to give most of their wealth to philanthropy.

SS&C GlobeOp Hedge Fund Performance Index: July performance -0.34%; Capital Movement Index: August net flows advanced 0.55%

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.55% in August.

Broadridge Reports Fourth Quarter and Fiscal 2021 Results

Broadridge has increased its annual dividend every year since we became a public company

LEAD Consult aligns with additiv to support growing demand for embedded wealth implementation

Together, fast and efficient implementation is ensured to enable platform solutions

Objectway Acquires Leading German Core Banking Software Specialist

With this acquisition, Objectway complements and strengthens its Wealth and Asset Management offerings with a solid and comprehensive Core Banking platform.

WealthTech Views RegTech Report: The view from Novastone

Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by Douglas Orr, Founder & Chief Executive Officer at Novastone

Abrdn bags AI wealth management firm in first acquisition post-revamp

Exo Investing offers artificial intelligence powered investment technology, enabling every customer to create a unique portfolio built around their individual goals, risk profile and preferences.

Objectway Commits for the Highest Good of All: A Sustainability Statement

One of the green issues currently having a major impact on society is indeed plastic

Broadridge onboards UBS onto Distributed Ledger Repo platform

This partnership reinforces our overall digital strategy, leveraging new technologies aimed at reducing risk and improving efficiencies in the financial markets.

Top Hong Kong virtual banks seek new frontier in second year of operations, eye marriage with wealth management services

Wealth management is our next priority, say CEOs of ZA Bank, WeLab Bank, while Mox Bank wants to expand its credit card services

STP Investment Services Launches New Wealth Management-Focused Technology and Accompanying Service Offering

Backed by years of success providing outsourced operations to institutional and wealth management firms alike, STP debuts a set of features including new reporting methods and new integrations with established WealthTech powerhouses.

From process enhancement to relationship building- the role of technology within wealth management

Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Sopnendu Mohanty, Chief FinTech Officer, Monetary Authority of Singapore (MAS)

Towards the New Normal, Chapter Three: Restore

In times of exceptional change, coming back to what it was cannot happen, traditional models cannot keep up effectively with post-pandemic life.

Wealth Dynamix Wins 'XCelent Functionality Award' in New Wealth Management CRM Report

The award was revealed in Celent's CRM Platforms: North America Wealth Management report

Wealth & Asset Management