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Wealth & Asset Management

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.

10/20/2017

Wealth Management Alums "Marry" Talents to Form New Wealth Technology Venture

The wealth management industry is facing an existential moment," said Doug.

10/20/2017

Geneva Management Group launches WM platform for independents

Users will have access to web-based multi-banking financial consolidation and management technology and in-house expertise.

10/19/2017

Big Tech Threat Creeping Up On Wealth Managers

Big Techs Could Emerge As Formidable Competitors

10/19/2017

Temenos Targets Further Growth in Americas

Temenos Targeting Banks With More Than $10 Billion In Assets

10/19/2017

IRESS helps advisers go virtual with video meeting tool

The integration will be available to XPlan users on version 2.21 or higher.

10/19/2017

IRS Hunt for Cryptocurrency Isn’t Going Away: Expert Blog

You have to send the IRS money from something else. You either pay the employee some cash and some Bitcoin, and withhold extra on the cash.

10/18/2017

Wealth-management Venture Sees Boost from China's Belt and Road Initiatives

Partnering with FWD Group, PIVOT is banking on Southeast Asia's fintech potential, bolstered by the Chinese government's Belt and Road program

10/18/2017

Network Online With Our New Coutts Connect Service

Clients can now interact with other clients online using our exclusive networking site

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