Managers of Wealth Americas

Citizens Financial Group Expands M&A Advisory Team

Transaction strengthens coverage by adding digital infrastructure advisory expertise

i2c Partners with Ooredoo to Launch Digital-First Payment Initiatives in Qatar

Global technology leaders partner to accelerate digital payments adoption by launching a suite of modern prepaid and contactless payments products

GBST signs third North American client

GBST’s Equate solution is powering five new calculators covering credit cards, savings, budgets, loans, and repayments.

Wells Fargo and HSBC Establish Bilateral Agreement

Strategic agreement between the two companies optimizes settlement of foreign exchange transactions and reduces settlement risk

National Bank of Belize Launches Stablecoin and Digital Wallet

Bitt’s versatile Digital Currency Management System (DCMS) enables financial institutions, monetary authorities, and governments to connect stablecoins and CBDCs with their current core financial and back-end software

This Island Is The New Luxury Tax Haven For Crypto Rich

The St. Regis Bahia Beach Resort in Puerto Rico boasts a golf course and oceanfront residences in a 483-acre nature reserve, set along azure waters and lush rainforest.

Own everything but bubble assets tech, crypto: investor Rich Bernstein

Bernstein thinks that a lack of capital can lead to opportunities.

HSBC and Wells Fargo to settle currency trades with blockchain

The two banks will cut out CLS from dollar, euro and sterling transactions

Vistra uses Eleven to bring next generation technology to Fund Services and Investor Relations

With the launch of VFunds 2.0, Vistra is leading the shift towards a digital evolution of its industry.

YCharts’ Intuitive Ecosystem Grows with Orion, Redtail and SS&C Black Diamond Integrations

Not only will these integrations empower advisors to more easily and efficiently make smarter investment decisions for their clients, but they offer a more streamlined approach to monitoring a clients investments in one location.

Challenges our industry faced in 2021

What is more – our raison d’être is to address their challenges and we are responsible for helping private bankers and wealth managers resolve them

Broadridge rolls out ESG Performance Dashboard

Companies can access their composite score on a complimentary basis.

CME Group launches micro ether futures

The demand for micro contracts and Ether only continues to grow, so offering this futures product to our customers from day one was a given.

State Street, Vanguard and Symbiont complete live trade for FX forward contracts using blockchain

That hampers the credit both firms are willing to extend to each other and the resulting dealing price.

Survey Confirms Near Universal and Permanent Adoption of Digital Banking Tools

The nationwide survey of consumers and business leaders found not only that widespread digital adoption is here to stay

Urgent call for asset managers to up their game on escalating crypto demand

Cerulli said it believed that individual investors will benefit from the guidance of trusted asset managers to help navigate this complex landscape.

Ritholtz Wealth Management and WisdomTree launch new crypto index

Besides collaborating with WisdomTree, Ritholtz also partnered with the crypto exchange and custodian Gemini as well as the crypto asset management firm OnRamp for integration to help launch the new crypto index.

CogniCor Launches First Wealth Management Knowledge Graph For Artificial Intelligence-Based Digital Assistants

Knowledge Graphs Provide Industry and Institutional Knowledge and Context for AI Digital Assistants to Provide Better User Support

Zoe Financial Announces Partnership With Digital Wealth Management Innovator

Zoe's meticulously curated Network admits only the top 5% of advisors in the country, matching their clients with fiduciary advisors who provide best-in-class personalized financial advice.

BNY Mellon's Pershing to Acquire Optimal Asset Management

Deal will provide customized direct indexing solutions to investors seeking tax optimization and personalized portfolios aligned to their values

FinTech