Tagged: wealth managers

Digital Securities: ADDX Introduces Private Market Services for Wealth Managers

Wealth managers may now introduce more of their end-investors to the world of private investments via a newly-launched institutional service on digital securities exchange ADDX. Corporate treasuries and family offices may also “take part in the space via a corporate service to diversify their portfolios… Read More

Citi Teams Up With Fintech Firm Sharegain to Launch Automated Securities Lending Solution For Wealth Managers

  Citi announced on Tuesday it has teamed up with fintech firm Sharegain to launch an automated securities lending solution specifically for wealth managers. Citi reported that through the solution, wealth managers may deliver a securities lending program to their customers, giving them the opportunity to earn… Read More

Wealth Management and Fintech Veteran Bob Miller from PCR Says Digitalization Is “A Real Thing” Driving the Industry Forward

Robin Melnick, Director, Alliances & Partnerships at Addepar, a leading provider of technology for the wealth management industry, recently connected with Bob Miller, CEO of PCR, a private client wealth aggregator assisting wealthy families, their advisors, and wealth tech companies develop “winning” digital transformation strategies…. Read More

Chinese Banking and Insurance Regulator Releases New Guidelines for the Sales of Wealth Management Solutions by Local Banks’ Subsidiaries

China’s banking and insurance regulator released draft guidelines on Friday (December 25, 2020) regarding the sales of wealth management products by local commercial banks’ wealth management divisions. Chinese authorities will reportedly allow these wealth management subsidiaries to serve as sales agents for such products for… Read More

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