Managers of Wealth Fintech

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

“We See Growth Every Single Month.”

Adam explains the rationale behind the Trading InfoSnack publication series and speaks about the latest research piece

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

SEI Launches its First ETFs

New ETF Suite Leverages Proprietary Factor-Based Approach

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

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.

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.

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.

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

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.

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.

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.

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

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

UBS Appears to be Mapping out a Digital Roadmap

According to the report, the registrations of the new trademarks could indicate UBS is in the process of building additional brands for a future digital business.

Delio announces formation of Advisory Board as it accelerates international growth plans

The Board will be chaired by Kevin Smith, a former senior partner at KPMG who also chaired their Global ‘Emerging Giants Centre of Excellence.’

HCL Technologies Signs Deal to Acquire Wealth Management Specialist

Through this strategic acquisition, HCL will increase its footprint in the global wealth management market with emphasis on Avaloq consulting, implementation and management capabilities.

After a record year, Reuss Private Group AG expects more moderate growth

In June 2021, Reuss Private Bank für Wertpapierhandel AG received a license for the financial commission business from BaFin and changed its name.

Scalable Capital expands digital wealth management service

"We offer digital, cost-effective and now even more tailored wealth management from as little as 20 euros per month," says Franziska Grotz, VP Wealth & Sustainability Officer at Scalable Capital.

L.E.K. puts Spotlight on Value Creation in UK Wealth Management Industry

The industry remains in a state of flux and business models continue to evolve

Wealth & Asset Management