09/05/2019
Switzerland Wealth Management: Fintech Solution Gains Prominence; Digital Competencies Attract Investors
Switzerland is leading cross-border wealth management as the industry enters into an unparalleled era of transparency.
Wealth & Asset Management
09/04/2019
Technology Threatens The Survival Of Asian Family Business by Shane Meredith
Owners will seek lucrative short-term investments because their businesses will need large infusions of cash to keep up with technological change.
09/03/2019
Avaloq announces record half-year revenues
The half-year period saw Avaloq successfully complete its largest transformation project to date and one of the biggest financial services upgrade programmes globally.
09/03/2019
Broadridge buys Financial Database Services
The acquisition of Financial Database Services is the latest example of Broadridge expanding our wealth capabilities and growing our client base," said Michael Alexander, head of North American Wealth and Capital Markets Solutions for Broadridge.
09/02/2019
Axxcess Platform announces the rollout of a platform allocation tool
HiddenLevers was the missing piece we needed to complete the Axxcess Platform
09/02/2019
Aberdeen Standard Investments standardises global virtual desktops
The IGEL Operating System simplifies deployment, security and maintenance whilst improving desktop performance
09/02/2019
Two leading Fintech companies join forces
The partnership comes amid a fundamental change in the way banking and wealth management clients behave and how financial services will do business in the future.
09/01/2019
wealth management firm goes live with Iress
The software supports Rowan Dartington’s multi-proposition, multi-asset, central dealing team, providing close integration with the in-house portfolio management system as well as the London dealing desk, Bristol head office and branches across the
08/30/2019
Capital One, Goldman Sachs Jump on Wealthtech Bandwagon
Capital One had taken a 10% stake in the robo-adviser last year before taking full control on undisclosed terms.
08/29/2019
Front Office goes Digital
The briefing will inform delegates on how to improve advisor productivity and client experience with a digital platform that provides intelligent customer management, daily planning and high levels of automation.
08/29/2019
Swiss banking software firm buys competitor for $559 Million
Has achieved rapid growth with both top tier and mid-market banks in the US and internationally
08/28/2019
Geneva and Eze under one roof: a powerful combination
We are joining forces on account management and product development to ensure our clients experience the simplicity of working with a single provider.
08/27/2019
Lloyds-Schroders venture hit by platform problems
"The new wealth platform will bring a number of benefits to clients including the ability to see all their investments in one place, online 24/7."
08/26/2019
Trends: Digital-only banks expected to gain traction in Asia-Pacific
Regulators in Hong Kong, Singapore and, more recently, Malaysia are at various stages of drafting relevant regulations and approval processes.
08/25/2019
Bravura Wealth Management revenue up 14pc
Wealth Management FY19 EBITDA increased 17% to A$53.9m (A$46.2m in FY18).
08/23/2019
Qatar banking sector shifts towards digital technology: OBG
“Globalisation and new cost structures, as well as digitalisation and consumerism, are pushing banks to redefine the business model in order to address pressures and sustain growth.”
08/23/2019
Results: Iress delivers stable half-year performance
Iress also reported that the company expects FY19 guidance to remain unchanged and in line with guidance.
08/22/2019
Tiger Global invests $15mn in wealth management startup INDwealth
INDwealth plans to utilise the capital to build its technology, artificial intelligence and advisory team.
08/22/2019
Wealth Wizards to launch DB abridged advice service
The FCA's 'abridged advice proposal is a lighter form of DB pension transfer advice which cannot recommend a client to transfer.
08/20/2019
Avaloq successfully onboards Banque Morval onto Intesa Sanpaolo’s BPaaS solution in just nine months
The merger of Intesa Sanpaolo Private Bank (Suisse), the Italian Intesa Sanpaolo group’s Swiss private banking subsidiary, and Banque Morval was completed in April last year and created the new legal entity Intesa Sanpaolo Private Bank (Suisse) Morv