09/12/2019
Xen Aims to Boost Asian HNWIs Access to the World of Alternative Investments
Aside from often requiring single commitments of USD20 million or more, they are illiquid and not especially transparent.
Wealth & Asset Management
09/12/2019
'Digital human' Fatema takes a bow at Bank ABC
Sael Al Waary, deputy group CEO, Bank ABC, says: “AI will soon be an inseparable part of our lives, as individuals and as a community at large.
09/12/2019
Avaloq launches new Cost & Fee Analytics solution
Using powerful data analytics, the new solution allows institutions to deliver a precise, transparent evaluation of the impact of potential discounts
09/11/2019
Eight in 10 wealth firms fail at technology
Bad digital services risk driving future clients away
09/11/2019
Octopus completes acquisition following FCA approval
The deal was agreed in principle in August for £10 million
09/11/2019
Zedra Enters The Digital Assets Market
ZEDRA has also partnered with digital custodians Vo1t, trading and settlement specialists BCB
09/11/2019
Realized secures funding to expand wealth management capabilities
Using 1031 “like-kind” exchanges and other tax-deferment mechanisms, Realized helps investors co-invest in diversified commercial property portfolios that are designed to offer potential income without landlord responsibilities.
09/10/2019
Lufax Uses New Data Types and Advanced Fintech to Optimize Wealth Management
The system takes into consideration the biographical, financial, and lifestyle information customers voluntarily enter themselves to understand and anticipate their wants and needs, and project their future investment paths.
09/10/2019
Touchstone selects Sequrest
Sequrest facilitates its services delivery through its newly-developed Paratus Cyber Management System, which provides Cyber Security as a Service (CSaaS) “on demand” to clients, by means of a simple online dashboard.
09/10/2019
Axxcess Wealth Selects HiddenLevers
Axxcess has implemented components of HiddenLevers Asset Manager Platform via API within its own advisor-facing tech stack, with access given to RIAs and Broker Dealers working on the Axxcess Platform.
09/10/2019
Wealth manager awards tech mandate
Integrated Portfolio Solutions chief operating officer and head of sales Nigel Singh said the company is delighted to have been selected.
09/09/2019
Technology threatens the survival of Asian family businesses
Consequently, many family firms’ markets could vanish or change beyond recognition over night.
09/06/2019
Envestnet updates wealth management platform
Molly Weiss, head of product for Envestnet Wealth, said the firm has focused on building a more intuitive workflow for advisors
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.
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.