07/07/2021
China Renaissance Selects Broadridge to Expand Post-trade Processing via Stock Connect
China Renaissance has been able to bring more efficiency to its operations
Wealth & Asset Management
07/07/2021
Swiss Bank's Crypto Expert Moves on
Basel Cantonal Bank unit Bank Cler’s ambitions to offer a range of cryptocurrency services this year have suffered a blow after the expert taken on to do this left.
07/07/2021
Broadridge to Distribute TIFIN's Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors
Follows Broadridge's investment in TIFIN's Series B round in April
07/06/2021
UBS invests in Singapore digital wealth platform
Total sum of the start-up’s Series A funding round was $22m
07/06/2021
Family Offices Transfer Wealth, Rebalance Portfolios and Embrace Technology During Covid-19 Pandemic
The author of The Complete Family Office Handbook said wealth education for families has evolved during the pandemic.
07/06/2021
Integration - bringing data and ecosystems together
Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Rakesh Doshi, Global Head for Financial Services & Insurance at Azentio
07/06/2021
US WealthTech Talks: Leveraging Data in Wealth Management
Recording of our webinar which originally took place on June 23rd
07/06/2021
Global Investment Research House Launches Fund Manager Search Engine as Part of UK Rollout
The Vadevalor fund manager search engine and ratings system is easy to use and to understand, and has been as warmly received by UK managers and professional investors as it was when we launched the platform in Spain.
07/06/2021
Becoming a leading digitally enabled Wealth Manager
Given the above scenario, in a digital setting, companies will turn the legal must-do into a commercial weapon and boost your digital collaboration; clients will benefit from a qualitative, instant and hyper-personalised advice for a long-term relationshi
07/06/2021
The Wealth Mosaic is excited to announce the release of its latest WealthTech Views Report: RegTech for wealth managers: focus, benefits & opportunities
Collating the views from seven solution providers and thought leaders from across the globe
07/06/2021
Leveraging Open APIs to build your digital ecosystem by Barbara Gentile, Objectway
Leveraging an open architecture refers to the seamless connectivity that allows organisations to automate business processes and enhance the sharing and embedding of data between various applications.
07/06/2021
4 of 5 institutional investors to increase exposure to crypto
Almost 60% of respondents said cryptos and digital assets would continue to grow over the long term, which is why they want to invest bigger amounts in them.
07/05/2021
Wealth management set to be next battleground for Hong Kong virtual banks
The banks "need to work out how to keep the client money on their books, so wealth management makes sense as a product push.
07/05/2021
UBS invests in Singapore digital wealth platform
Tech start-up Endowus has attracted cash from the Swiss bank, Samsung and Singtel to fund expansion.
07/05/2021
Digitising Wealth Management in the Post-Pandemic Future
Cloud based solutions and cybersecurity will dominate the infrastructure evolution
07/05/2021
Senior Leaders ESG Forum hosted by Compeer and Objectway highlights an overarching need for common standards
The question of how to avoid greenwashing will become more prevalent as firms develop their ESG proposition.
07/05/2021
How can wealth managers transform to improve the customer experience?
Technology is at the heart of modernization, but to be successful, a transformation should be business-led and technology-enabled.
07/02/2021
Credit Suisse opens interfaces to private clients
Credit Suisse is one of Switzerland's first major banks to now extend its open banking services from the corporate clients to the private clients segment.
07/02/2021
Contemi Scoops Further Fintech Industry Awards
It’s an honour to receive this prestigious award from Goodacre
07/01/2021
OpenWealth API to boost efficiency of Swiss wealth management market
In the past few months Synpulse, SGKB, and the wealthtechs that belong to the OpenWealth Community have specified the first version of the OpenWealth API.