Managers of Wealth Fintech

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

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.

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.

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

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.

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

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.

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.

New GPP Cheltenham office

We are very pleased to announce the opening of our new Cheltenham office.

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

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.

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."

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.

Fintech on a roll – but it’s not just about technology

Fintechs – the abbreviation combines “financial services” and “technology”

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.

Allianz Life Partners With SS&C’s Black Diamond Wealth Platform

Real-Time Allianz Life Annuity Information Now Appears in the Portfolio Management System

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.

Asset and wealth management revolution: Investor perspectives - Rethinking purpose and performance

And social media has given them a platform from which to broadcast their opinions, including dissatisfaction about firms that fail to meet expectations.

Finzo selects JHC’s Neon

Integrated financial solutions provider Finzo announced that it will be implementing JHC Neon – a digital dashboard for instant portfolio monitoring, risk analysis and suitability checking.

ADAM releases Code of Conduct for digital asset markets

New member firms join leading market participants to advance and align on standards of conduct

Wealth & Asset Management