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Wealth & Asset Management

06/05/2019

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

06/05/2019

Broadridge using blockchain to address Shareholder Rights Directive

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

06/03/2019

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

06/03/2019

Swiss wealth manager launches WM app

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

05/31/2019

HSBC brings Pepper the robot to Miami

Miami is an up and coming hub for innovation

05/30/2019

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.

05/30/2019

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.

05/30/2019

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

05/30/2019

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

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

05/30/2019

SSGA launches Australian market ETFs

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

05/30/2019

Arbuthnot Latham Announces 2019 Inspiring Innovator Award Finalists

Identifying both the importance of relaxation and the challenges of mediation, Calm Creations collates bespoke art supply boxes with easy to follow instructions that are shipped directly to customers houses on a subscription basis.

05/30/2019

Financial services firms to build on fintech opportunities in Japan

There is room for improvement in terms of digital transformation in the world's third-largest economy.

05/29/2019

Inside HSBC’s digital hub with CTO Jack Bennie

HSBC Origination’s CTO and Global Head of Product adopt tech methods and re-invent the digital journey

05/29/2019

Robo-Advisors Started Fighting over the HNWI Market

High-net-worth individuals (HNWIs) are still keeping their millions away from startups, as these involve risk.

05/29/2019

Why first-time investors find the simplicity of the Groww app refreshing in the crowded wealth management app market

Despite heavy competition in the wealth management space, Groww has been able to differentiate itself and maintain an impressive growth trajectory.

05/28/2019

Israel: Investment Opportunities For HNWIS In Israel's Hi-Tech Ecosystem

Venture capitalists investing in Israeli hi-tech include a wide variety of funds

05/28/2019

Why having an internet presence can bring high-net worth business to brokers

Brokers need to make sure their online presence is found easily

05/27/2019

Dion CFO Gopala Subramanium named “Fintech CFO of the Year 2019”

The awards are given solely on merit and are awarded to commend those most deserving for their ingenuity and hard work, distinguishing them from their competitors and proving them worthy of recognition.

05/24/2019

Robo-adviser raises £59m from Allianz

This investment underlines our commitment to truly digital companies and is an excellent addition to our portfolio.

05/24/2019

SEI Partners with Vested EMEA to Elevate European Profile

Both firms are committed to rigour and efficiency in the workplace

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