Managers of Wealth Fintech

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.

Refinitiv releases wealth management offering

The wealth management industry is rapidly transforming, resulting in the need to dramatically improve the client experience.

Avaloq and Vontobel to link platforms for structured products

This will give Avaloq clients a direct, fully automated means of offering individual investment solutions.

UOB Taps Digital Innovation to Grow Wealth Management Franchise

The bank is also hoping that the personalization of wealth management for each customer

The future of wealth platforms

Hosted by Michelle Weber, Head of Wealth Product and Technology in Macquarie's Banking and Financial Services Group, this panel explores the trends and opportunities in the wealth platform market.

The Robots Are Coming. Is Your Firm Ready?

The researchers said the study, which analyzed five years’ worth of data on businesses in the Canadian economy, is the most comprehensive of its kind on how automation affects employment

Banks Develop In-House Family Office Solutions For Digital Differentiation

A handful of banks have combined the latter approach with a quest for digital excellence and are offering UHNWIs and family offices a full suite of in-house digital services built on innovative, end-to-end technological solutions.

Global Wealth Report 2021

Credit Suisse Research Institute published its twelfth Global Wealth Report showing continued wealth growth

Effects of COVID on household wealth

The short-term consequences of the COVID-19 pandemic for household wealth are now much clearer than they were last summer.

Corporate Actions - You Are Not Alone... But Should You Be?

Most of these can be mitigated with a combination of more data and modern technology, automating processes and bringing best practice.

JPM and Nutmeg: a digital union made to last?

JPMorgan is acquiring online investment manager, Nutmeg, to augment its new digital bank for UK consumers, expected to launch later this year.

Criptonite Asset Management and US-Based Wave Financial Announce Strategic Partnership

Criptonite and Wave will address the increasing demand from European investors for new, secure and regulated crypto-asset investment products

Europe dominates, China rises, and the US remains stable in 2021 World Competitiveness Ranking

Western European countries lead in the 2021 rankings, reflecting the resilience of economies in the face of the global COVID-19 health crisis.

CREALOGIX included in report on most influential APAC solution providers

The report is a must-read of any wealth manager in the region and provides a uniquely focused, accessible and relevant resource to support technology insights, planning, and strategy.

BBVA selects Alpinma to scale up quants business

Offered as an enterprise version of its cloud-based service

Vontobel launches megatrend fund to meet growing demand

Vontobel offers a new thematics equity fund to meet demand for investments in transition and disruptive technology.

Mustier and Arnault's SPAC targets £2.5bn UK fintech True Potential

Pegasus Europe tabled a bid this week to take the UK fintech onto the Amsterdam stock market, Sky News learns.

BBVA Switzerland’s digital assets solution launches next week

One of the main advantages the bank is promoting is the ability to see bitcoin holdings in its investment app alongside other conventional investments.

Raisin goes live in the U.S. with MapleMark Bank as its first partner bank

Through our technology we’re creating a win-win solution for banks and customers alike.

D1 Capital Partners makes USD150m investment in Addepar

Addepar, a technology platform for wealth management, has raised USD150 million from D1 Capital Partners at a pre-money valuation of USD2 billion as part of its Series F financing.

Wealth & Asset Management