Managers of Wealth Fintech

EFG Bank’s Richard Straus on the Value of Client Engagement and the Values of ‘Real’ Communication

The bank kept the momentum going during the pandemic and has demonstrates its operational and financial resilience.

DBS Launches Crypto Trust Offering

Confidentiality, peace of mind and taxation often emerge as top-of-mind concerns in our conversations with clients

Aviso Wealth Selects Broadridge to Power its Wealth Management Platform

The implementation of Aviso Wealth's MFDA business to the Dataphile solution was completed in January 2021.

SwissBorg selects OpenPayd

OpenPayd is providing virtual IBAN accounts and fiat on-and off-ramps enabling SwissBorg to improve user experience as it continues to scale

Bermuda firm buys stake in Singapore wealth platform

Aura Group, Somers and ICM look forward to collaborating on investments and leveraging each other’s valuable expertise, insights and extensive networks globally.

Asset Managers Remain in Early Stages of Adopting Disruptive Technologies, Accenture Report Finds

Although doing so will require new technology capabilities, according to the report, less than one-third (28%) of respondents said their firms have already implemented new technology platforms.

Digital Dominates Wealth Sales for HSBC

The bank will also maintain its hiring plans to add more than 5,000 client-facing wealth roles over the next five years, including relationship managers.

South Africa’s Largest Fund Administrator Goes Live with Temenos

Agility and scalability of Temenos platform supports Curo’s large multi-client fund base and rapid pace of product evolution in the investment industry

BRI Wealth Management Plc Selects 1RS Platform 'ERIC' for Risk And Compliance Management

By selecting Eric, BRI Wealth Management Plc now has access to an intuitive risk and compliance management system.

Cantonal bank and Leonteq to launch joint pension solutions

The products will offer private pension investors in Switzerland savings and investment solutions on Leonteq’s technology platform and marketed digitally via a new third-party company.

Wealth Managers: Time to Shift your Technology Priorities

Do we continue to invest in front and back office technology solutions? Can we keep pace with the burden of administrative and regulatory change?

SC Bank Korea launches digital wealth management platform

We launched a new digital platform to help customers interested in asset management to easily access refined information and market trends.

Unified managed accounts can propel wealth manager success

Unified managed accounts can help wealth managers combat current market challenges while laying the foundation for the firm’s practice to thrive for years to come.

Infinity Circle signs for Zensar tech

It has the vision to simplify wealth management through innovation

Employees Are More Likely To Pretend They’re Working When Employers Track Their Productivity: Here’s Why

“If I feel like someone doesn't trust me enough to feel like I’m doing my work without monitoring through software, how do I trust them back? How do I build that physical safety?”

SEI Wins at Family Wealth Report Awards 2021

Recognition Highlights Superior Technology, Dependable Workflow Processes and Consultative Expertise

Canoe Intelligence Caps Successful Q1 with 2021 Family Wealth Report Award Win

Award-winning fintech adds to growing list of first quarter accomplishments including numerous new clients wins, new hires and a new London office

Valsoft Acquires Finartis And Enters Vertical Wealth Management

The company will continue to support and showcase its robust software solution to customers.

Hillman Capital Chooses SS&C to Service Hillman Value Fund

SS&C ALPS to provide turn-key fund administration and regulatory services for the Hillman Value Fund

SS&C Technologies Partners with BRODA Ltd to Enhance Risk Calculations

SS&C Algorithmics adds BRODA’s high dimensional Sobol sequence generators to enhance risk and financial calculations

Wealth & Asset Management