Managers of Wealth Fintech

SEI Wealth Platform Ranked as a Leading Wealth Management Solution

SEI Recognized for Advanced Wealth Management Technology and Depth of Client Service by Celent

Chilton Trust Company selects digital wealth platform

The firm has instilled a client-centric culture, and is using the platform to ensure it offers the right, scalable services to clients today, while also future-proofing for the next generation of investors.

Fundnel Teams Up With Thirdrock To Accelerate Asian Growth Companies

The collaboration marks the birth of a cross-referral program that brings the deal pipeline of both entities together into a data-driven funnel that quantitatively assesses applicant companies to determine the viability of each funding opportunity.

Clade: 24/7 Think-Tank for Ultra-Rich

It isn’t easy to get hold of Jonathan Lipton these days.

Senate Tax Plan Could Also Hit Digital Wealth Advisers

Algorithms that prioritize sales of share lots that have lost value would become less effective

Wealth migrate continues expansion with new uk office

The global real estate investment marketplace has opened a new office in the UK and appointed a new regional CEO to meet growing demand

Morgan Stanley Wealth Management launches online platform

Launch of online investing platform is part of Morgan Stanley’s enhanced offering of digital tools to help investors meet financial goals

ABN Amro launches digital wealth management unit Prospery in Germany

Prospery, an initiative of ABN AMRO, is the first in Europe to offer a proposition such as this.

Itaú selects Temenos’ WealthSuite for its international private banking business

Temenos’ WealthSuite will be implemented in a big bang approach, allowing the business to benefit from the new technology in the quickest timeframe.

Worldsource Financial Management selects Broadridge's Wealth Management Platform

Integrated suite of fund management products offers enhanced advisor and investor experiences

UBS Launches Digital Hub

Swiss banking giant UBS inaugurated a new digital centre in Hong Kong. One of its aspirations is to bring wealthy clients and startups closer together to forge collaborations.

Forward, comrades, to the past! by Tim Price

November 1977, when troops were called out to replace them, complete with Green Goddess vehicles not wholly fit for purpose given that they hailed from the 1950s.

Wealth management sector’s complacency about its apps

Many banks still fail to offer their clients a valuable and personalised digital journey

Offshore wealth management software provider inks cyber-security tie up

“The Panama Papers was a result of a security breach and it is clear with the recent Paradise Papers that the industry has failed to learn the lessons of the past. Given the nature of sensitive data that private banks and wealth managers have acces

Vontobel launches first digital platform covering corporate finance themes

“With our new information portal, we want to promote dialogue and foster knowledge of corporate finance,” said Hanspeter Gehrer, Head of Vontobel Corporate Finance.

How tech is changing wealth management

It’s no surprise, then, that banks are evolving their digital offering to adapt to evolving customer needs.

Wealthtech: a market poised for extended growth

The growing demand for data analytics, portfolio rebalancing solutions and machine learning capabilities have both wealth managers and tech companies lining up to acquire early-stage wealthtech companies.

Adjusting strategies to cope with changes in the wealth management sector

IPBS looks at why wealth managers need to respond accordingly by reshaping products and services and investing in transformational technologies.

How asset and wealth managers can leapfrog into the digital world

Asset managers are now beginning to recognise the benefits of becoming ‘digital first’.

Can computers pick stocks better than humans can? Investment firms think so

AI also surpasses humans in its powers of prediction.

Wealth & Asset Management