12/01/2019
Swiss private bank chief plays down tech disruption fears
Lombard Odier boss says newcomers will struggle to challenge market leaders
Wealth & Asset Management
11/29/2019
Intellect Design Arena Extols the Virtues of its ‘2020 Advantage’ Digital Solutions Suite
Intellect Design presents itself as an authority on vertical and integrated products that enable institutions to meet their ambition to be the principal service provider to their customers.
11/27/2019
Wealth management startup prepares for 2020 launch
The London-based firm said it is also working on a series of short form animated videos to help people learn how different asset classes work.
11/27/2019
Edmond De Rothschild Asset Management expands its services for third party asset managers with SimCorp
An agreement has been signed between the two parties to extend the promotion of EOS Portfolio Management
11/26/2019
Private bank launches digital investment tool and appoints new Chief Digital Officer
Eva’ means ‘full of life’ traditionally, and our EVA brings greater life to discussions with clients.
11/24/2019
Prometeia: Risk Specialist Enters Swiss Market
The data component of PFTPro Suite provides an up-to-date, sophisticated risk and financial analytics data feed for single instruments and portfolios.
11/22/2019
Silicon Valley firm helps keep track of $1.7 trillion of assets
Addepar says assets linked to its technology are growing at an average of $10 billion a week
11/22/2019
A Schwab-TD Ameritrade deal would shift 'balance of power' in digital advice
Schwab grew its digital assets by 23% year-over-year, according to the firm.
11/22/2019
Wealthspire Advisors launches Wealthspire Pathways digital wealth management solution
Wealthspire Advisors, an independent investment adviser, has launched Wealthspire Pathways, a digital wealth management solution that combines the firm’s traditional focus on financial planning and client service with an automated technology platfor
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.
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.