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Wealth & Asset Management

10/13/2021

Pandemic precipitates new era of outsourcing

Outsourcing is an often-cited word in the context of managing private client wealth.

10/12/2021

The digital agenda outlook, for wealth managers

Client demands have changed and their digital experience is now a real differentiator between firms

10/11/2021

Raffles Family Office Adds Wealth Vet and Crypto Expert to Board

Raffles Family Office expands its independent advisory board with the addition of a private banking veteran and a cryptocurrency pioneer.

10/08/2021

Profile Software at TSAM London Live 2021 showcasing its award-winning investment management platform

The Axia Custody solution has been upgraded to deliver automation and streamline processes for the modern Custodian Banks.

10/07/2021

d1g1t Announces Strategic Partnership With Raymond James Correspondent Services

Business unit of one of the world's leading independent wealth management companies has begun to integrate d1g1t's technology into its platform

10/07/2021

Flowbank opens in Zurich as digital asset firm takes stake

It will house the business development team and key functions of the customer support team.

10/07/2021

FA Marketing Spend Up 24% from 2020 with Mixed ROI: Broadridge Survey

Only 26% of financial advisors report having a defined marketing strategy

10/06/2021

Moxtra Designed Secure Communication Solution for BNP Paribas Wealth Management Clients

Secured communications over social messaging channels and myWealth Asia allows BNP Paribas Wealth Management to integrate themselves into their clients' existing ecosystem in a collaboration powered by Moxtra

10/06/2021

Geneva-based S.P. Hinduja Banque Privée and Avaloq open next chapter in their digital banking partnership

Our institution is therefore fully committed to the open banking concept, and we are excited to deepen our collaboration with the Avaloq Community.

10/06/2021

5 key takeaways from our webinar, Streamline your financial data management to increase profitability

Insurers should be mindful that high quality MI and Reporting is contingent on high levels of granularity in data that feeds process flows – something which is not always achieved when working with outdated solutions.

10/06/2021

Wealth Dynamix team expands in Lithuania

The team operating from Lithuania are primarily developers and technical specialists.

10/05/2021

ERI partners with Bottomline to extend financial messaging solutions to financial institutions

This strategic alliance is effective worldwide

10/05/2021

Profile Software at Sibos 2021, online, introducing new platforms for Digital Banking, Treasury and Custody

The company is planning to present and discuss its newly launched platforms that support the digital transformation in action, true automation, use of numerous APIs, and more το the Sibos online delegates and elaborate on what drives the futur

10/05/2021

Spanish WealthTech Flanks raises €2.3 million in investment round

Flanks anticipates exponential growth in market share in one year and a six-fold increase in turnover during the next year and a half.

10/04/2021

FNZ feathers its nest buying Hatch from Kiwi Wealth

FNZ New Zealand managing director James McDonnell says what Hatch has achieved in the three years since its inception with the support of Kiwi Wealth is admirable.

10/04/2021

Will Bitcoin hit $100,000 by the end of 2021?

“Even though Bitcoin’s place in the global financial system is already assured, this would be a truly landmark moment.”

10/04/2021

Mammoth Scientific Selects SS&C for Inaugural VC Fund

Innovative venture capital firm will leverage SS&C’s fund administration services and Intralinks’ InvestorVision for $100M fund

10/01/2021

Still framing the Global Business narrative

To overcome this pitfall, new players in the News and Social domain are launching near-time ESG insights.

10/01/2021

Bill Stone: SS&C 35th Anniversary and Evolution of Asset Management

This year, as SS&C celebrates its 35th anniversary, SS&C is also celebrating record growth.

09/30/2021

Contemi Solutions Wins Hat-Trick Of Wealthtech Asia Awards 2021

Showcasing the ‘best of breed’ of Asia

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