Managers of Wealth Fintech

Rockefeller Foundation’s Rajiv Shah explains how tech can actually help save the world

Simply working at Facebook doesn’t cut it.

Dolfin launches international payment card and app

Dolfin has launched Dolfin Mastercard, a multi- currency payment card available exclusively to the firm’s private clients.

Archer Ecosystem adds BITA Risk Platform from corfinancial

“Broadening the suite of capabilities available to investment manufacturers through our integrated platform has been an important strategic initiative for us,” said Bryan Dori, Archer CEO. “The BITA integration is one of the ways we&

Credit Suisse to team up with WM platform provider

Credit Suisse launched the first digital private banking solution in the region in 2015, and partnered with the fintech company Canopy in 2017 to make accessible to its clients an automated account aggregation platform and reporting solution.

Meeting complex needs simply

Like most of the financial services industry, wealth management is in a period of transformation.

Bank Frick acquires majority stake in fintech firm

As a result of the acquisition, Bank Frick’s chief financial officer, Melanie Mündle, and Rolf Jermann, a member of the bank’s board, will join the Tradico’s board of directors.

Step by Step, Wealth Dynamix Rolls out its Client Lifecycle Management Solutions Across Asia

Advisers can sit at their desk, get alerts from the system on what products are suitable for this client,

Arbuthnot Latham moves to Euroclear’s investment fund service

Euroclear noted that from the placing of a funds order to the settlement, transfer, reconciliation and corporate action processing of the asset, the service makes a fund held in the UK as easy to administer as any other EUI-eligible instrument.

Credit Suisse partners with Hong Kong digital provider

The collaboration will see its digital tools and services being made available to the Credit Suisse.

How to Improve Vital Touchpoints in Wealth Management through Digitalisation

He explained that these generations are highly focused on technology.

The GBA offers the banking industry significant opportunities for transformation and growth, according to KPMG report

The report discusses the development trends and challenges for the banking industry in the region

Broadridge using blockchain to address Shareholder Rights Directive

The new offering includes a range of process enhancements and a new blockchain-based platform

Data-driven products and personalization in the retirement industry

With an array of data-driven insights and analytics solutions across the retirement plan ecosystem, SS&C helps clients improve customer insights

Swiss wealth manager launches WM app

Vontobel Volt clients can invest on the basis of Vontobel’s proven 3α Investment Philosophy

HSBC brings Pepper the robot to Miami

Miami is an up and coming hub for innovation

Fintech solutions step up to support wealth management sector

EY’s 2018 wealth report found that the global volume of net investable assets of high net worth individuals will increase by around 25 per cent to almost USD70 trillion by 2021.

Objectway Ranks 1st in the IBS Global Sales League Table 2019

The Private Banking Systems category was particularly competitive with a higher number of participants and deal volume compared to last year’s Sales League Table.

Iress launches software to target hybrid advice model

Up to 5.8 million people would be willing to pay for advice if it was cheaper

Singapore Bank Sees Southeast Asia as a ‘Haven’ From the Trade War

Bank differs from rivals that are focusing on Hong Kong: CEO

SSGA launches Australian market ETFs

The new suite of ETF model portfolios would be founded with an open architecture investment structure

Wealth & Asset Management