11/09/2017
Three Things an Advisor Does That a Robo Can’t
It’s all about relationships and trust.
Wealth & Asset Management
11/09/2017
City National Bank Adopts SEI Wealth Platform
Fully-Integrated Wealth Management Platform Selected to Enable Firm's Digital Transformation
11/08/2017
In the age of digitalization, what will become of the traditional Private Banking model?
Private Banking is deeply rooted in tradition where customer service is based on highly personalized relationships between the banker and the client.
11/08/2017
Wealth management fintech firm opens first international office
Private wealth management growth in MENA is expected to outpace the rest of the world over the next 5 years.
11/08/2017
Bank of America Merrill Lynch brings AI solution to Asia
It was developed by fintech company High Radius and is geared towards companies with complex supply chains, where receivables can be complicated to track.
11/08/2017
Credit Suisse robotics manager: why we don't plan to grow beyond $1.5 billion
The fund manager added that the investible universe of his strategy is quite a bit smaller than the peer group
11/07/2017
BNY Mellon's Pershing Expands Its Suite of Philanthropic Solutions
The addition of RenPSG will provide Pershing clients with access to a broader menu of philanthropic solutions, including new services such as a branded website program and administration for charitable trusts, helping them better serve the fast-growing ch
11/06/2017
Wealth Manager Launches Service to Compete with Robo-Advisers
Wells Fargo Advisors is launching a new service that mixes computer-based advice with a human touch and institutional research.
11/02/2017
RYSE Asset Management Launches Investment Platform For HNW Clients
The platform is tailored for high net worth clients, family offices and institutions. It will seek to facilitate investments into early-stage companies pursuing disruptive technologies across a number of sectors.
10/31/2017
Warwyck Private Bank Mauritius chooses the OLYMPIC Banking System
The implementation project for the OLYMPIC Banking System has already started.
10/30/2017
ING Unveils New Branch Concept That “Feels Like Home”
The Client House Has A Community Wall, Where Local News And Events Can Be Announced
10/30/2017
Concierge service orders £40m share sale
It has more than 45 corporate clients from private banks to premium payment card companies.
10/29/2017
Confideal announces cooperation with wealth management platform
Confideal will help WealthMan increase security and reduce the costs of operations with commodities and assets by implementing smart contract templates into their platform.
10/27/2017
GPS robo-adviser launches
Technology is a big part of our business
10/27/2017
Regions Bank Goes Live on SEI Wealth Platform
Enhanced Unified Solution Provides End-Clients Superior Holistic Wealth Management Experience
10/26/2017
Edmond de Rothschild (Suisse) goes live on Avaloq Banking Suite
These services include the implementation and maintenance of the Avaloq Banking Suite, a digital front-to-back platform, application management and IT infrastructure and operation.
10/26/2017
This robo advisory platform aims to make investments easy and simple
Smartly has also taken financial advisory further up in terms of financial education
10/24/2017
Bank of Asia uses Avaloq Banking Suite as a service to create digital bank
Bank of Asia’s Founder and Chairman, Hong Kong based businessman and lawyer Carson Wen, started to establish the new bank in early 2015.
10/23/2017
Scalable Capital to Offer UK-based BlackRock Employees Access to Digital Wealth Management
Adds BlackRock to its growing number of world-leading partners that already includes ING-DiBa and Siemens Private Finance.
10/22/2017
Swiss fintech company Avaloq eyes Asia, global expansion
Francisco Fernandez, founder and group chief executive of Zurich-based Avaloq.