02/20/2020
Zedcrest Launches New Subsidiary To Offer Digital Wealth Management In Nigeria
A recent guideline from the central bank elongates the available CBN futures yield curve to 5 years from 12 months.
Wealth & Asset Management
02/18/2020
How wealth managers can harness new technology to succeed in the 2020s
Digital and voice-enabled services are essential to delivering a more responsive offering to investors.
02/17/2020
SS&C Surpasses Q4 Earnings and Revenue Estimates
GAAP net income for the fourth quarter of 2019 was $141.6 million compared to GAAP net income of $58.7 million in 2018’s fourth quarter
02/17/2020
GRMA partner with Private Client Resources for investment management
Together the companies are expecting to provide a complete picture of portfolio exposures and investment risks and deliver full performance attribution and benchmarking for equities, fixed income, hedge funds, private equity, real estate, and real asset i
02/17/2020
Robo Advisor: The revolution of wealth management
Robo Advisor means an investment advice which is provided by an automated investment platform that handles the development and maintenance of an investment portfolio.
02/17/2020
GRMA partner with Private Client Resources for investment management
Together the companies are expecting to provide a complete picture of portfolio exposures and investment risks and deliver full performance attribution and benchmarking for equities, fixed income, hedge funds, private equity, real estate, and real asset i
02/14/2020
Fintech: Thomas Gottstein's Nemesis?
He did well at the Swiss unit and Thiam didn’t (have to) cut the growth targets for the domestic arm as he did for other units.
02/14/2020
Can automation and robo-advisors help democratize the wealth management industry?
One of the most interesting and impressive ways in which financial technology (fintech) has been affecting the lives of regular people has been through the increasingly popular use of self-service robo-advisors.
02/13/2020
European private equity firm to take over wealth platform
As the digital provider reshuffles its senior management team
02/13/2020
OLYMPIC Banking System crowned “Best Transaction Processing Solution”
“It is proof of the excellent work our teams have accomplished over the past twelve months to ensure the highest level of service for our clients.”
02/12/2020
UBS Partners With Clients to Design New UBS Financial Services iPhone App
The app also encourages clients to have more informed and enriched conversations with their UBS Financial Advisor to help them reach their personal financial goals.
02/12/2020
AnaCap signs agreement to acquire leading UK wealthtech platform
Founded in 2006, Wealthtime consolidates the investment portfolios and financial assets of individuals seeking advice from Independent Financial Advisers (“IFAs”) into one clear and easy to use online service offering.
02/12/2020
Family Offices: A Manual for the Digital Age
Most family offices will realize that they don’t have any such people on board, at least not with a strong background in digital banking.
02/12/2020
apoBank selects Avaloq's BPaaS for securities processing
Both parties are jointly preparing this step.
02/11/2020
Additiv expands Middle East and North African presence with Qcentris
QCENTRIS will provide implementation and delivery services for new additiv customers
02/11/2020
Icici Bank opens 'wealth management' branch for HNW clients
The branch will have a dedicated team of a Branch Manager, Relationship Managers, Client Service Managers and specialists in investment and Business Banking.
02/11/2020
Private markets investment platform Moonfare reaches a quarter of a billion in AuM
Private equity has become an increasingly popular asset class for investors seeking returns in a long-term, low-interest rate environment, but it has traditionally been almost impossible for individuals to access.
02/10/2020
TechRules crowned best client reporting at Swiss Awards
Everyone has really pulled together to ensure we continue to deliver the highest level of service to our clients, and move us that bit closer to our goal of being recognised as a Best client reporting in the Wealth Management space”.
02/10/2020
Charles River Awarded “Best Portfolio Management Solution” at Swiss Awards
Wealth managers and private banks globally use Charles River to make more informed investment and de-risking decisions.
02/10/2020
Ares Management Extends Agreement with SS&C
SS&C was first appointed by Ares in 2013 to provide fund administration and middle-office services.