Managers of Wealth Fintech

Wealth management set to be next battleground for Hong Kong virtual banks

The banks "need to work out how to keep the client money on their books, so wealth management makes sense as a product push.

UBS invests in Singapore digital wealth platform

Tech start-up Endowus has attracted cash from the Swiss bank, Samsung and Singtel to fund expansion.

Digitising Wealth Management in the Post-Pandemic Future

Cloud based solutions and cybersecurity will dominate the infrastructure evolution

Senior Leaders ESG Forum hosted by Compeer and Objectway highlights an overarching need for common standards

The question of how to avoid greenwashing will become more prevalent as firms develop their ESG proposition.

How can wealth managers transform to improve the customer experience?

Technology is at the heart of modernization, but to be successful, a transformation should be business-led and technology-enabled.

Credit Suisse opens interfaces to private clients

Credit Suisse is one of Switzerland's first major banks to now extend its open banking services from the corporate clients to the private clients segment.

Contemi Scoops Further Fintech Industry Awards

It’s an honour to receive this prestigious award from Goodacre

OpenWealth API to boost efficiency of Swiss wealth management market

In the past few months Synpulse, SGKB, and the wealthtechs that belong to the OpenWealth Community have specified the first version of the OpenWealth API.

Singapore Digital Wealth App Scores Money From UBS, Samsung

The additional capital brings the total size of the firm’s Series A funding round to $22 million

SimCorp inks agreement with LGT Capital Partners

LGT Capital Partners currently manages more than USD 75 billion in assets under management and operates from 12 offices around the globe.

AutoRek wins ‘Best CASS Solution’ Award at Goodacre’s Systems in the City FinTech Awards 2021

The Awards provide an important point of reference for user firms assessing the suitability of their operational infrastructure.

Broadridge Acquires Innovative Compliance and Surveillance Solution for Broker-Dealers

The solution provides a combination of surveillance and regulatory reporting as well as compliance consulting capabilities for US regulations.

ESG Spotlight: What are the Major Challenges Facing Senior Leaders?

One of the key challenges identified was integrating ESG into the investment management framework and then monitoring this.

Four in five wealth managers struggle to meet client demand for private markets due to regulatory challenges

As private market investments generate increasing interest from HNW individuals, wealth managers need to consider that these clients are likely to operate from several international locations.

Eaglebrook Advisors Announces Integration with SS&C’s Advent Custodial Data Network

The new integration provides SS&C advisory clients with performance reporting and access to Eaglebrook’s Bitcoin and Crypto SMAs

Third Financial’s Platform Service Continues Impressive Growth Trajectory

Mole Valley Asset Management (‘MVAM’) has been running its investment proposition on Third Financial’s wealth management software

Netwealth Investments extends strategic partnership with SEI

The SEI Wealth Platform is part of SEI’s Global Wealth Management Services business

Cathie Wood, 21Shares Eye Crypto ETF in U.S.

However, Wood and 21Shares may have to wait a while before the fund can launch.

Banks to Move Online and Form Customer-Centric Digital Ecosystems Within Five Years, Finds Economist Intelligence Unit Report for Temenos

The report written by the Economist Intelligence Unit (EIU) entitled “Branching out: can banks move from city centres to digital ecosystems?” is based on a recent survey of 305 senior global banking executives.

Lombard Odier wins award for sustainable investment technology

This marks the third time Lombard Odier has won an award.

Wealth & Asset Management