Managers of Wealth Fintech

Open finance – assessing the fintech future

By extending the principles of open banking to open finance we could deliver transformational benefits and improve financial awareness among consumers

UBS plans to launch digital wealth platform in China, report says

Koh told the South China Morning Post that after its launch in China, where UBS is targeting the growing middle class, the new platform could be launched globally.

Go on the attack while the challengers get weak

Consolidation gives well-funded market leaders the opportunity to finally occupy the fintechs’ not-so-new space, and to secure market share with young and increasingly with older clients who fall well into the “over 50s” segment.

SS&C Technologies Partners with FLX Distribution

Partnership provides asset managers expertise and a comprehensive end-to-end solution

Broadridge Reports Third Quarter Fiscal 2020 Results

The importance of what we do to power global trading and wealth management, enable safe and effective corporate governance, and keep investors informed has never been greater.

Reyl Launches Digital Bank

Alpian raised 12.2 million francs in January, mainly from financial and technology investors, Reyl said.

Exploring AI in Wealth Management

Since then, countries with strict confidentiality status have experienced changes and today firms appreciate that HNWIs have become more tech-savvy and are seeking access to information, instantly and accurately.

Reg BI: The Show Must Go On

SEC holds firm on June 30, 2020 compliance date.

The rising tide of Asia’s mass affluent demands a different approach

Stemmle and the team believes that Asia Pacific’s immense opportunity comes mainly from its fast-growing middle-class population.

REYL Group launches digital platform

The REYL Group aims to combine effectively the advantages of an incumbent bank,

Finantix launches Digital Collaboration Hub

The Hub enables organisations to rapidly and securely establish a one-stop, omni-device and multi-media collaboration channel with virtual private lounges to digitally enrich key client-oriented activities.

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton

Ecosystm Appoints Capgemini To Accelerate Growth Plans and Digital Experience

Capgemini’s experienced technology team will work alongside and complement Ecosystm’s inhouse team

BPI taps Swiss fintech Avaloq to boost digitalization

The Philippines is seen as a home market for Avaloq given our substantial operating presence as well as the high level of expertise and talent

Rise of the ‘virtual family office

The coronavirus crisis has forced many family offices to rethink their approach

St. James’s Place wins Celent’s Model Wealth Manager with Intellect SEEC’s Intelligent Automation

SJP partnered with Intellect SEEC to introduce a solution that would automate ingestion of complex forms and documents, help increase coverage, reduce turnaround time and errors, and increase operational efficiency in the advice quality assurance and on b

Wealth & Asset Management