11/03/2022
SS&C Aloha shows strong client growth
The result gives asset and wealth managers the agility to manage and compete more efficiently in today's complex market.
Wealth & Asset Management
11/01/2022
NIBank goes live with Temenos
Based in Antigua and Barbuda, NIBank serves customers in the Caribbean, Latin America and Europe.
10/31/2022
HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Professional wealth management software enhances portfolio performance reporting for domestic and international clients of U.S. Private Banking.
10/31/2022
The evolution of private markets in wealth management
With private markets now high on the agenda for the vast majority of wealth management firms, we took a look at some of the major developments that have occurred since we last conducted this research in the autumn of 2019.
10/31/2022
Mashreq partners with FinIQ
To enhance client experience with an Integrated Wealth Management platform
10/27/2022
Wealth managers to increase spending on client behaviour tech
As 49% claim they mainly rely on own intuition to assess their customers’ psychology
10/27/2022
Wealth management startup Sidekick scoops £3.33 million in pre-seed funding
The funding round, which was led by Ocotopus Ventures with participation from Seedcamp and Semantic
10/27/2022
Envestnet and FNZ team up
The integration of Envestnet’s and FNZ’s platform will allow for real-time account opening and funding along with digitally automated servicing and maintenance capabilities for the full lifecycle of the client account.
10/27/2022
Indonesia's Bank Central Asia signs with Avaloq
BCA is one of the key players in Indonesia’s banking sector, operating more than 1,000 branch offices throughout the country.
10/26/2022
UBS launches digital wealth management platform, WE.UBS, in Shenzhen, China
The platform provides both local and global investment solutions through a robust selection process, dedicated investor education as well as 24-hour tracking based on market developments.
10/26/2022
Janney Taps SS&C for Investment Performance Measurement and Reporting
SS&C offers a strong combination of advanced and scalable technology and operational expertise.
10/24/2022
Moneybox offers trading in individual US stocks
Moneybox helps people build wealth with confidence
10/21/2022
Envestnet launches Wealth Data platform
This expansion of the Wealth Data Platform is possible through Envestnet’s partnership with Snowflake, the Data Cloud company, and the Powered by Snowflake program.
10/21/2022
Hubwise AUM to grow to over £20bn this year
SS&C sees the purchase as a “strategic acquisition” that will boost the firm’s existing solutions for asset managers and discretionary wealth managers.
10/21/2022
AI in Wealth Management: A Win-Win for Clients and Advisors
Next-generation technologies unlock capabilities for improved prospecting, client personalization, and more
10/17/2022
Digital wealth manager buys stake in Hong Kong family office
Combined group has $4bn in AuM
10/17/2022
Global wealth set to contract over 2% in 2022
Average nominal growth of financial assets is expected to be at 4.6% until 2025, according to Allianz
10/17/2022
Zedra selects Clausematch for digital transformation
Zedra has acknowledged the volatile and rapidly evolving environment (regulatory, political, social, criminal) that the industry is facing.
10/14/2022
Temenos pre-announces Q3 2022 results
Ad hoc announcement pursuant to Art. 53 LR
10/13/2022
Global Asset Management Growth Expected to Slow
Broadridge expects significant opportunities to be had aligning business strategies to meet shifting secular trends, many of which, if missed, will increasingly bifurcate the market between winners and losers.