Managers of Wealth Fintech

Robo-advisors gain traction amongst younger Singaporeans

40% of respondents under 35 stated using robo-advisories.

UBS introduces framework to size and seize the AI investment opportunity

The economic value creation by layer provides important information because each layer has to create enough economic value to justify the costs of the preceding layer.

GBST and Wipro announce strategic partnership to transform superannuation and wealth administration services

This collaboration addresses a critical need within the industry, where organisations often face challenges in managing legacy IT systems and multiple service providers simultaneously.

SIX Launches New Global Equity Indices

The new indices come in response to the growing appetite from financial institutions to gain a clearer view of the stocks and markets in which their clients’ money is invested, as well as their performance.

How eMACH architecture transforms wealth management in India

The flexibility of the headless implementation meant we could offer highly customizable user experiences.

Wealth Management Firms in Asia Embrace AI to Serve the Region’s Ultra-Wealthy

Wealth management firms navigate a complex landscape as they confront macroeconomic headwinds, regulatory changes, and rising operating costs.

Wells Fargo fires employees for 'simulating' keyboard activity

They emerged at the same time as some employers began stepping up their use of technology to track things such as keystrokes and eye movements.

Fidelity and Envestnet Launch Joint Wealth Management Platform

Fidelity and Envestnet said they were combining technology and service with proprietary data management and investment solutions to help firms and their advisors embrace this industry shift.

Wealth management in Vietnam: evolution and innovation

Dinh Thi Thu Nga, head of Internal Audit, Techcom Securities, spoke about the sector’s revolution, and future innovation trends.

Wealth management startup Sidekick raises £8.5 million in debt and equity round

The combined £8.5 million will see the startup continue scaling its team and expanding its product lineup while securing a European license.

Technology, the best ally for the growth of AIFs

There are four that have the greatest influence: business diversification, opening up investments to individual customers, increasing the weight of regulations and strengthening operations .

Survey shows Singapore’s wealth management industry is embracing the digital age

40% of respondents under 35 even tapped robo-advisory services.

Capturing wallet share: Delivering on the UHNWI top 10 list

This expectation is generating significant opportunities for banks because family offices most often serve as an orchestrator, coordinating services for the UHNWI.

Eurobank Cyprus goes live on Temenos for digital and core banking

Modernization and digital transformation strengthen the bank’s customer services, competitive position and forms an IT blueprint for Eurobank group

WealthOS closes £4m seed round with Barclays & Main Set

This funding news follows the announcement that WealthOS had released cloud-native and API retail pensions (SIPP) technology

Family Offices Grappling with Cryptocurrency Investment Prospects: BNY Mellon

Though cryptocurrencies account for 5% of portfolios, an allocation that would have been unthinkable a decade ago, they remain strikingly split over the role of the asset class.

Research Reveals UK Wealth Managers Facing Productivity Challenges

Relationship Managers Spend on Average Just 43% of Time on Value-add Tasks

WealthOS closes £4m seed round with Barclays and Main Set as key investors

The company will use the new funding to further develop its platform, increase distribution, and scale the organisation to support its strong client pipeline.

Objectway. AI changes the relationship with banks and consultants

The integration of artificial intelligence and process automation into wealth management can undoubtedly streamline advisors' workflows

Envestnet Deepening Relationships to Launch Personalized Investment Strategies

Asset Managers to Offer Unified Managed Account-eligible Direct Indexing, Custom HNW Solutions and More on Envestnet Platform; Invest in Enhancements to Envestnet's UMA Ecosystem

Wealth & Asset Management