03/08/2019
YBR reports loss, reassesses wealth management
Commenting on the situation, YBR executive chairman, Mark Bouris said the first half of the financial year had been challenging for the sector and the company had taken decisive action.
Wealth & Asset Management
03/08/2019
HSBC Bank and SoftBank Robotics America Enhance Beverly Hills Banking Experience
Cross-country expansion kicks off at the Beverly Hills branch, introducing the social, humanoid robot Pepper for an enhanced customer experience in the Los Angeles area
03/08/2019
SEI expands with BMO into Asia
SEI’s new strategic partnership with BMO Private Bank Asia builds upon an existing 21-year asset management relationship with Bank of Montreal Nesbitt Burns in Canada.
03/07/2019
TradingScreen launches simplified workflow solution for Wealth Managers
Different features of QUO will allow investment managers to adjust seamlessly between different trading strategies, giving them a more comprehensive view of their portfolios.
03/07/2019
Cognizant buys post-trade processor
Cognizant and Meritsoft have a track record of working together, meeting demand for integrated solutions
03/07/2019
Canopy’s Founder & CEO Extols the Virtues of Account Aggregation and the Data Revolution
Sharma founded Canopy in Singapore five years ago and reports that the company is currently processing data from around 65 custodians and reporting on upwards of USD20 billion in assets.
03/07/2019
Avaloq joins the Enterprise Ethereum Alliance
“The EEA offers us access to additional knowhow and ideas to leverage this ground-breaking technology to address specific, enterprise-based use cases in the financial industry, but also in other fields relevant to our clients.
03/06/2019
The rise of the super-rich: A five-year forecast
Asia is set to outperform as global wealth growth slows, according to a new analysis of UHNWI populations carried out exclusively for The Wealth Report.
03/05/2019
Black Diamond Wealth Platform helps PortfolioCenter clients make the switch
PortfolioCenter clients will want to become knowledgeable about their options and weigh them carefully in light of possible price increases and the risk of diminishing choices.
03/05/2019
UK Digital Advertising Market to Break £15BN Barrier in 2019
The report looks at next-generation technologies, such as artificial intelligence, augmented reality and machine learning, and how these are set to transform advertising in 2019 and beyond.
03/04/2019
Octogone and Firmus announce strategic alliance
Octogone and its clients will access Firmus’ on-line investment services as well as its two fully automated electronic platforms, which provide efficient and effective access to the investment world in the global financial market.
03/04/2019
Broadridge Successfully Implements Investment Management Technology for Canadian Wealth Manager
Broadridge provides Gluskin Sheff + Associates Inc. portfolio management and operations technology to scale for future growth
03/01/2019
Blockpass announces integration with Hong Kong-based asset manager Legacy Trust
Digital identity verification solution Blockpass announced the integration of its KYC Connect solution into the Legacy Trust customer onboarding procedure.
02/28/2019
genesis launches Automated Quoting System to enhance fixed income trading workflows
AQS will replace pricing processes with smarter, automated workflows
02/28/2019
Wealth Managers Need to Re-Think Digitalization
The average survey respondent was 37 and described themselves as an early adopter or a technology follower and mirrored the technology adoption traits of millennials.
02/28/2019
Pangea Blockchain Fund Closes $22 Million Seed, Debuts Inaugural International Fund to Advance Market-Defining Blockchain Technologies
Copernicus Asset Management SA and Bitcoin.com Partner with Hedge Fund Veterans to Offer Capital Solutions and Startup Resources to Early-Stage Companies
02/28/2019
Banks Are Promoting 'Female' Chatbots To Help Customers, Raising Concerns Of Stereotyping
HSBC has a chatbot named Amy; Deutsche Bank's Debbie helps market traders; ING of the Netherlands has Inga, a chatbot that will "respond with empathy" to customer problems such as losing a card.
02/28/2019
Hampden & Co gets connected with new digital service
In December, Hampden & Co, which also has a London office, became one of a group of UK banks to be selected for the £275 million Royal Bank of Scotland incentivised switching fund
02/27/2019
Avaloq strengthens its Ticino base
The new building is equipped with a modern ventilation system, a building management system and it is designed to be furnished with solar panels on the roof.
02/27/2019
Wealth managers deliver $90m for Aussie fintech
Wealth management has been a key driver for an Australian financial services technology firm, which boosted group net profit after tax by 15 per cent over the six months to 31 December 2018.