Managers of Wealth Fintech

IQ-EQ Selects DealCloud

Comprehensive Platform Will Enhance Relationship Management for Global Investor Services Group

ERI wins two awards with its client Stern International Bank at the IBSI Global Fintech Innovation Awards 2021

These awards distinguish outstanding organisations from across the globe, with 191 banks and technology companies submitting 180 nominations from 48 countries.

Swiss Private Bank inks Collaboration deal

The Power of Collaboration - with Petiole Asset Management and Kaleido Privatbank

iFast to acquire 85% stake in UK digital bank

The proposed acquisition in the UK bank will allow the Group to acquire a banking licence in the UK, a reputable jurisdiction and a global financial centre.

Future of Operations: Simplifying Operations with Data (vol 4)

Help data become your firm's most valuable asset.

SEI Enhances Advisor Technology Platform and Advances Cloud Transformation

Digital Account Open simplifies opening a new client account, expanding SEI's current electronic onboarding and eSignature process with an end-to-end, easy-to-use new tool.

Swiss Bank Hoovers Up Major Funding Round

Sygnum’s Series B is led by Sun Hung Kai & Co. Limited, a leading Hong Kong listed alternative investment financial services institution

Taipei bank chooses Avaloq to help scale its private banking business

Powered by Avaloq’s core banking system, the wealth management platform will initially be used to serve private banking clients in Hong Kong and Singapore, before scaling to serve onshore Taiwan clientele.

SS&C Announces Strategic Deal with O'Shares ETFs

The transaction will strengthen SS&C ALPS Advisors' ETF offerings

How To Become A Leading, Digitally-Enable Wealth Manager

The three phases process started by deploying the Portfolio Management component to serve advisors with insights, relevant and actionable information to respond to client preferences with a personalised advisory service.

FNZ completes the sale of GBST

This will provide FNZ with the opportunity to expand its product and service offering to both existing and future clients and accelerate the growth and reach of its global capabilities in listed securities trading and post-trade processing.

SMEs need urgent action from banks on digitalisation

The pandemic highlighted how much was lacking in digital banking facilities provided to SMEs

Five Ideas to Include on Your Family Office Solution Wish List

Looking Beyond Functionality as You Evaluate Family Office Technology Providers

Pascal WealthTech buys Living Wealth Media

Living Wealth gives Pascal a new digital tool that empowers advisors to go deeper with their clients, to deliver the personalization that is necessary for advisor success

Digital wealth manager launches Smartfolio products linked to MENA Venture Capital Funds

Disruptive "FinaMaze Top VC Booster" to allow individual qualified investors to invest in Smartfolios with exposure to MENA top VC funds and to the most promising MENA startups, starting from $ 10,000

Degroof Petercam signs agreement with Objectway to implement Eximius Portfolio Management

With this new development, Objectway strengthens its position in the Benelux region as trustworthy provider of reliable solutions in the Wealth Management space.

Why would investors switchtheir financial advisor?

When it comes to how many investors have thought of switching their financial advisor, there’s both good news and bad news.

Julius Baer Invests in AI-Based Bank

The Israeli AI-based digital bank has secured investments led by renowned Swiss wealth management group Julius Baer, Japanese financial conglomerate SBI, and china-based technology company Tencent Prof. Shashua: “This vote of confidence in our visio

The Need to Modernize in Trust

Making the case for a transformed business model.

How is technology and social change driving major transformation in Wealth Management?

The global pandemic was a watershed moment for the Wealth Management industry.

Wealth & Asset Management