11/22/2019
Quilter 'not scared' ahead of its re-platforming move
Quilter platform Old Mutual Wealth (OMW) head of proposition marketing Jeremy Mugridge has said the team are "not scared" as it prepares re-platform from one technology to another.
Wealth & Asset Management
11/21/2019
New Research: C-Suite Confidential - Ten Key Tech & Ops Trends For The Wealth Management Sector
This succinct yet wide-ranging report shines a light on both macro and micro trends, beginning with industry growth sentiment and ending on operating model evolution, taking in every key area of development in between.
11/21/2019
New GPP Cheltenham office
We are very pleased to announce the opening of our new Cheltenham office.
11/21/2019
Julius Baer Goes Live With Pilot of MarketAxess’ New Order & Execution Workflow Solution, Axess IQ
Axess IQ helps streamline order flow and enhance execution performance
11/20/2019
Embark buys Zurich platform
This acquisition will also enable Embark to develop retirement investment pathway solutions and underpin its workplace, pensions and savings propositions in 2020.
11/20/2019
Broadridge Expands Asset Management Technology Suite With Acquisition
"This acquisition aligns to Broadridge's strategy of providing a true cross-asset platform to enable asset management clients to have a single view into their entire book of business."
11/19/2019
Avaloq Has a New Top Client in Asia
Avaloq has been selected to help the bank capitalise on market opportunities and the need for enhanced, digital-led service capabilities.
11/19/2019
Fintech on a roll – but it’s not just about technology
Fintechs – the abbreviation combines “financial services” and “technology”
11/19/2019
Banks of 2030 will be in the ‘palm of your hand,’ PwC associate director says
That means the shift toward all-digital banking may accelerate.
11/19/2019
Allianz Life Partners With SS&C’s Black Diamond Wealth Platform
Real-Time Allianz Life Annuity Information Now Appears in the Portfolio Management System
11/19/2019
The impact of low automation, value drivers & risk factors on digital transformation investment
A recent study commissioned by SS&C, a survey of more than 90 senior technology and data management executives, revealed that only 18% of respondents reported full end-to-end automation at their organizations.
11/19/2019
Asset and wealth management revolution: Investor perspectives - Rethinking purpose and performance
And social media has given them a platform from which to broadcast their opinions, including dissatisfaction about firms that fail to meet expectations.
11/18/2019
Finzo selects JHC’s Neon
Integrated financial solutions provider Finzo announced that it will be implementing JHC Neon – a digital dashboard for instant portfolio monitoring, risk analysis and suitability checking.
11/18/2019
ADAM releases Code of Conduct for digital asset markets
New member firms join leading market participants to advance and align on standards of conduct
11/15/2019
Avaloq completes acquisition
The acquisition puts Avaloq at the forefront of utilizing differentiating data for structured product and ETF markets on its platform.
11/14/2019
‘Nothing is stopping’ Google from entering wealth management
Google's newest project takes aim at traditional banking, but wealth management may not be far off.
11/14/2019
The problem when asset allocators don’t manage and mitigate operational risks in multi-fund portfolios
With the development of more effective due diligence capabilities, asset allocators have been able to play a key role in reducing the “external” operational risk within the fund management organizations.
11/14/2019
Wealth Dynamix Recognised for Innovative Client Lifecycle Management Solution
The ‘One to Watch’ designation recognises firms for pioneering innovative technologies that solve some of the industry’s biggest regulatory challenges
11/13/2019
Digitalisation is essential to Latin America’s blossoming wealth management sector
By 2020, consulting firm PwC expects the global asset management industry to reach $111.2trn in assets under management
11/12/2019
Avaloq’s e-banking solution live with another bank
The portal was already based on the Avaloq platform and offers customers self-service functionalities such as a financial assistant or foreign currency orders.