Managers of Wealth Fintech

A $78 Trillion Growth Opportunity For Wealth Managers

The tokenization of assets is expanding rapidly.

Showcase your investment experts with remote meetings

One of the best ways for advisors to get the inside track on products and markets is by connecting with asset managers’ capital market experts, portfolio managers and product specialists.

UOB to expand wealth management services on mobile app

The bank aims to raise this figure to between 45 per cent and 65 per cent by offering new services

Where Wealth Tech is Headed

A key takeaway for advisors is the case for a strong digital presence in clients’ lives.

Banking fintechs are an opportunity, not a threat: Landolt CEO

In the latest Tour de Suisse roundtable, private bankers discuss how the entrance of new players such as fintechs is impacting the private banking industry.

Double Win For Objectway Wealthtech Suite At Xcelent 2020 Awards

The report was written by Celent Wealth Management Senior Analyst, Ashley Longabaugh.

Why digital channels may be the way forward in providing wealth management services

Advisory firms today are deploying cutting-edge technology to offer convenience to customers on personal financial management

Fintech savvy Brits crave more tech to manage their money

Some 60% of Brits want to see the growth of fintech, through the expansion of mobile payments, online investing platforms and online banking, compared to just 10% who are opposed.

EU-UK Trade and Cooperation Agreement: Implications for Data Transfers to the UK

While the situation should be kept under review, the temporary arrangement preserves the status quo, such that it is not currently necessary to implement data transfer mechanisms such as Standard Contractual Clauses in respect of data transfers to the UK.

North Reef Capital Management Picks SS&C’s Front-to-Back Solution to Power Operations

More than 80 emerging funds leverage the deep integration of Eze technology and SS&C’s fund administration services.

Liontrust appoints Sagittarius as Sitecore Partner of Choice.

The company has broadened its product range, including adding Sustainable Investment in April 2017 which has since increased its AuMA from £2.5 billion to £7.5 billion.

SS&C withdraws Link takeover bid

The Link Group board will continue to consider all alternatives to maximise value for shareholders.

China tightens supervision of online banking wealth management products

Commercial banks have been promoting their online deposit business, which helps improve the efficiency of financial services.

Swiss Crimefighters Cast Wary Eye on Crypto

A sluggish Swiss response to PDVSA and a stalled revision of money rinsing laws don't bode well for a looming exam. Switzerland's warm embrace of cryptocurrencies add yet another potential avenue for criminals to launder money.

Using technology to improve the management of investment portfolios - the view from SEI

This article is from The Wealth Mosaic's recent report on how technology can be utilised to improve the management of investment portfolios

B2B wealthtech InvestSuite raises €3 million

The funding allows us to hone in on these opportunities.

Avaloq’s acquisition by NEC successfully completed

Avaloq and NEC will be placing great emphasis on building a strong long-term relationship.

SS&C GlobeOp Forward Redemption Indicator: December notifications 3.95%

The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform

4 exciting Swiss FinTech companies disrupting the financial space

The integration will leverage TrueLayer’s Data and Payment APIs for enabling Numbrs’ users to combine their external bank accounts in one place.

Open-source: the missing piece in your digital transformation puzzle

Rapidly shifting business conditions are compelling organisations to rethink how they operate.

Wealth & Asset Management