Managers of Wealth Fintech

Global private wealth platform Kristal hits 500 mn dollars AUM landmark

It is experiences like these that have made Kristal the no.1 wealth manager in the mass affluent & emerging HNI segment of Asia.

Client segments have been re-shaped—and advisers need to adapt

The turbulence and uncertainty of financial markets has seen many wealth firms experience an uplift in AUM, with advisers getting closer to clients and becoming the primary touchpoint of their financial lives.

How Digitalisation Has Made Luxury Brands More Accessible

High-end products are no longer exclusively sold in stores, as the world’s most coveted brands, products, and services are now accessible to all who search.

NFTs: Has the World of Collectible Art Finally Gone Digital?

As we embrace the digital age, where content online can be easily copied and used, it becomes increasingly difficult to authenticate individual ownership.

Cryptocurrencies: the most important invention since the internet?

There are plenty of evangelists out there making hyperbolic claims about Bitcoin et al. But just what exactly are cryptocurrencies and is there a business case for them?

ESG – What does it really mean?

At one end of the spectrum, some wealth managers already have a serious ESG focus.

What role does digitalisation play in the future of Wealth Management?

Digital acceleration and adoption of new technology in a changed operating model have been catalysts for increased IT spend this year.

Innovating together: what is happening in Wealth & Asset Management

Openess and API facilitate collaboration and access to innovation.

Broadridge Enhances Fiduciary Toolkit for Financial Advisors

Enhancement enables financial advisors to leverage ESG rating data in conjunction with pecuniary factors to construct client portfolios

Membership group launches to support implementation of CBDC

A new membership body supporting the rollout of the UK’s CBDC (central bank digital currency) launches in London today.

CyborgTech Announces Investment From Leading WealthTech Developer PureFacts to Expand Award-Winning Robo-Advisory Platform

Launched in 2019, Cy helps financial advisors successfully engage with clients throughout the investment journey

Basler Kantonalbank and Bank Cler committed to providing seamless end-to-end digital client experience with Avaloq

The two banks are expanding their long-standing partnership with Avaloq by moving their respective web and mobile banking solutions to Avaloq’s Engage platform.

Pandemic precipitates new era of outsourcing

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

The digital agenda outlook, for wealth managers

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

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.

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.

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

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.

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

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

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