Managers of Wealth Fintech

Turning compliance into a commercial advantage through technology

The most innovative wealth managers have accepted that robust regulatory governance is non-negotiable

Clifton extends Hubwise platform deal to 2026

The agreement with Clifton Asset Management to extend their use of Hubwise’s services by a further five years is testament to the flexibility of the Hubwise proposition.

Report on the Use of Digital Platforms

The EBA also highlights previous observations about divergences in consumer protection and conduct of business requirements at the national level which may pose potential impedimentsto the scaling of services cross-border using digital platforms and other

BITA Risk selected by Department for International Trade for virtual trade delegation to Climate Week New York

The UK Department for International Trade is partnering with Climate Week NYC for a series of events concerning climate change from September 20th to 30th.

The Future of Wealth Management is Hyper-personalised

In their survey report “Are You Developing A Hyper-personalised Strategy?”, Objectway asked domestic and overseas Wealth & Investment Managers which definition of hyper-personalisation fitted best for them.

Indosuez Wealth Management Selects Intercontinental Exchange

Many wealth managers use over-the-counter (OTC) derivatives as part of their portfolios, and margin optimization remains a key priority for managing and extending their investment strategies.

Wise enters wealth management with tie-up

Stock investing from multi-currency accounts is becoming a crowded market in fintech as transfers firm enters space

Will IoT transform the wealth management customer experience?

Many of us wear a smartwatch or have a smart speaker and, as a result, have a clearer sense of how a network of interrelated devices might change how we interact with appliances and physical objects.

Avaloq's Gery Dachlan: «Our Asian Parent Has Proved Advantageous»

Asia is a main focus region for Avaloq, and we want to have people on the ground to support those markets

RiskAvert: New internationally launched risk management platform for complete coverage of EU Regulation for Capital Requirements (CRR2)

It also provides full support of Large Exposures framework and automated, inbuilt manual adjustment calculation.

The modern-day King Midas – In under 24 hours the price of an obscure cryptocurrency jumped by 1,000% after Elon Musk named his puppy after it

A cryptocurrency by the name of Shiba Floki became the biggest gainer because of the tweet.

SS&C Announces Enhancements for Eze Investment Suite and Eze Eclipse

The platform enhancements to fixed income and automated trading reinforce SS&C Eze's leadership in front-to-back investment management workflows for its 1,900 clients.

CREALOGIX increases its annual revenues once again – primarily thanks to strong growth in recurring SaaS revenues

Having once again posted record revenue, the Swiss fintech company CREALOGIX can look back on a successful 2020/2021 financial year.

New York Climate Week to feature BITA Risk

The Future of ESG Innovation and the Role of FinTech

The Omnichannel Experience - Creating Harmony Across Wealth Management

In a traditional framework, wealth managers spend a lot of time in document management, generating reports, setting up meetings, and collaborating.

MENA-specific wealth management platform caters to digital native asset holders

The platform has been developed to meet the rapidly expanding needs of the Middle East’s digital native wealth owners, marking a first for investors.

First Swiss private bank picks the hybrid platform from CREALOGIX

The hybrid platform from CREALOGIX incorporates various modules concerning customer support and outreach, which are supporting the bank’s transformation.

NFTs Of Cartoon Apes Sell For Over $24 Million In Sotheby's Auction

In addition to the 101 NFT's, the winner is granted the ability to generate six new Mutant Ape NFT using one of the NFTs in the collection, as the lot includes three M1 and three M2 "Mutant serums."

Welcome to the Tri "Party": Broadridge Launches Sponsored General Collateral Service

Innovation expands post-trade capabilities into new asset classes

Julius Baer to use fintech platform to boost digitisation

Hybrid platform enables bank's digital transformation.

Wealth & Asset Management