Managers of Wealth Americas

Knotch Raises $20 Million in Series B Funding to Power Continued Innovation and International Expansion

New investment round, led by NEA, brings Knotch's total funding to $34 Million.

Back office, or out front? Bankers differ on where to use AI

A recent technology-related survey of 97 bank executives by American Banker found that only 5% have extensively deployed AI-powered virtual assistants.

Central Bank of Brazil launches virtual assistant service

The initiative is aligned with the Central Bank's policy of using technological innovations to provide better services to the society.

Broadridge Among FORTUNE Magazine’s 2019 ‘World’s Most Admired Companies’

Broadridge is a global Fintech leader providing technology, communications, and data and analytics solutions to financial firms in capital markets, wealth and asset management, and corporate issuers.

How technology affects wealth management business value BY Steve Leivent, SS&C

Additionally, many firm founders and principals are approaching retirement age, not unlike their baby-boomer clients.

Plenty of Investors Would Use a Bitcoin ETF

Some digital currency market observers have long viewed U.S. approval of a bitcoin ETF as pivotal to increased adoption of the cryptocurrency.

Cybercriminals Home in on Ultra-High Net Worth Individuals

Research shows that better corporate security has resulted in some hackers shifting their sights to the estates and businesses of wealthy families.

Coinbase Targets High-Volume Investors In Asia And Europe, Adds SWIFT Support

The firm also said that a select number of its Coinbase Prime customers will have access to the platform’s Custody cold storage services.

Zafin Raises $17.2 Million in Series B Funding to Accelerate Growth in Financial Services Software Sector

Positioning Zafin to achieve its strategic objectives, the funding will help the company execute on its plan for years to come, while expanding its global market share.

BlackRock data leak highlights the human side of cybersecurity

The asset manager is fortunate the exposed information wasn't more damaging

Barclays Expands Rise New York and Launches Rise Growth Investment Funds

The Accelerator program launched in 2014 and is currently active across New York, London and Tel Aviv with more than 140 companies in its portfolio.

Openwork Launches Innovative Property Wealth and Retirement Proposition

Our proposition is a major new addition to the lifetime mortgage market which is already experiencing benefiting from rapid growth driven by product innovation.

How AI is transforming the fight against money laundering

Data scientists have made major leaps in the past decade to get us here.

World's largest asset manager exposes confidential data on thousands of advisers

The links were dated Dec 5, 2018, but it's unclear how long they were public.

Digital banking demands new skills from Relationship Managers

Today, the savvy RM can look at a client’s digital footprint to find out so much more than they are told directly.

The Costa Rican Banking System Will Migrate Completely to “Chip” and “Contactless Payment” Technologies

The Country Will Meet the International Standards Established for the Sector

Are Crypto Lending And Institutional Custody Good For Crypto? First Principles

Development of lending markets is necessary and beneficial, if done right.

More FinTech M&A Ahead

Consolidation will increase as more buy-side firms remove overlapping technology platforms and simplify IT infrastructure for more efficient straight-through processing.

Data provider boosts private fund information via strategic partnership »

“The ability for eVestment users to access both PitchBook’s fund performance data as well as PitchBook Benchmarks offers unprecedented transparency into VC and PE asset class returns.

Bain Capital to acquire Brillio

“This is a strong validation of Brillio’s vision and strategy, and our track record of organic and acquisition-driven growth.