09/11/2018
A ballsy effort by Avaloq
Well, after Money Management's recent and highly successful Future of Wealth Management Conference, the answer is arguably Avaloq.
Wealth & Asset Management
09/10/2018
Jersey based asset manager selects wealth platform
The Wealth Intelligence platform is hosted on Amazon Web Services
09/10/2018
Absa Wealth appoints Societe Generale for Wealth International client value proposition
This deal also demonstrates the ongoing investment and our long-term commitment to the Securities Services business in the UK” comments Bertrand Blanchard, Country Head for SGSS UK.
09/09/2018
Coutts launches digital Sipp
Coutts is the latest company to make a move in the automated, non-advised Sipp space.
09/07/2018
Fintech Displays Private Banking Performance
Finguide will try to get more banks and asset managers to sign up to its performance comparison to increase transparency in Swiss banking.
09/07/2018
SS&C to acquire data-sharing platform for $1.5B
Acquisition increases key account footprint and adds cloud-based virtual data rooms and secure collaboration solutions for SS&C's banking and alternatives clients
09/07/2018
SS&C's Black Diamond Wealth Platform Now Integrated with LifeYield's Taxficient Score™
"The key to success in a rapidly changing industry is to embrace technology that enhances the client experience and improves outcomes.
09/06/2018
New Report Reveals World’s Ultra Wealthy Population Growing at Nearly Four Times the Rate of Previous Year
This is a sharp acceleration from 2016, which saw only 3.5% growth of this population, reflecting more favorable conditions for wealth creation, despite volatile geopolitics.
09/06/2018
Democratising Asia’s mid-market accredited investment space
Crossbridge Capital Asia is making waves in the mid-market sector.
09/06/2018
Platform technology provider boasts soaring assets
The strength and scalability of Composer and our single code base which allows continuous updates to cover product innovation and changes in regulation, provides our clients with a secure platform on which to build their businesses.
09/05/2018
Ebix Acquires Global provider of asset & wealth management software
Miles is India’s Leading wealth and asset management on-demand software
09/03/2018
Global private banking debate: Trust, scale and security key factors in a digital world
Brazil in particular in recent years has had to deal with, at times, 14% interest rates – and, while they are currently in the mid-single digits, it does affect how we interact with customers.
09/03/2018
Standard Chartered Hong Kong Sets Up Entity for Its Virtual Bank
Standard Chartered Bank in Hong Kong has set up an entity for its virtual bank
09/02/2018
Third Financial Group announces changes to Management Structure
Under the new structure, Ian Partington will succeed Stewart Foster as Group CEO, and Foster will take on the role of Group CRO (Chief Revenue Officer), focussing on the future growth of the combined business.
08/30/2018
Six Charts Showing Tech’s Impact on Wealth Management
It’s also changing how banks, technology companies and brokerages attract and retain customers.
08/29/2018
Envestnet | Tamarac Introduces Enhanced Features for Family Office Reporting
Tamarac announces major search engine functionality and Relationship Diagram to improve platform experience for RIAs and family offices
08/29/2018
Pictet launches fund to develop 'smart city' technologies
Pictet's new fund will invest in a range of businesses working to improve infrastructure, real estate and public transport.
08/29/2018
Schroders-backed robo scores another Asia client
Singapore-based digital adviser We Invest develops platform for Saxo Bank collaboration
08/29/2018
UBS closes robo-adviser SmartWealth to new clients
We are pleased, however, to have entered into an agreement to sell the intellectual property relating to UBS SmartWealth
08/28/2018
Wealth managers must understand risks from untested FinTechs to reap the rewards
Wealth managers have been partnering with technology firms for years