07/04/2022
IBS Intelligence awards Objectway #1 for Private Banking and Wealth Management deals
This year, IBSi SLT assessed systems purchases made by over 1000+ banks across 250+ products from 60 suppliers.
Wealth & Asset Management
07/04/2022
Contemi Wins Best 'Corporate Actions Solution' Award at the Goodacre Systems in the City Fintech Awards 2022
The awards aim to highlight system suppliers' excellence within the UK financial services industry.
06/30/2022
Research finds wealth managers face growing pressure from clients to advise on digital and crypto assets
More than three-quarters (78 per cent) of professional investors believe wealth managers will lose clients if they choose not to offer advice around crypto and digital assets or access to funds investing in them.
06/30/2022
Schroders’ Engagement Blueprint wins influential sustainability award
The Blueprint encompasses six core themes: Climate Change, Corporate Governance, Diversity and Inclusion, Human Capital Management, Human Rights, Natural Capital and Biodiversity.
06/30/2022
BNP Paribas Wealth Management further expands its digital services offering and launches a new solution dedicated to investing in private assets
This new solution is being progressively rolled out in all BNP Paribas Wealth Management markets and will be available to all private banking clients by the end of the third quarter of 2022.
06/28/2022
Credit Suisse bolsters compliance, plans cost cuts from technology for turnaround
The Swiss bank has been slammed for a lack of adequate staffing in risk and compliance
06/27/2022
The role of wealth managers in decision making: Elon Musk Twitter deal
In this article, we’ll give a quick rundown of the major developments and the role of wealth managers in the deal.
06/23/2022
Wealth Dynamix launches first simplified Client Lifecycle Management benefit calculator for Wealth Managers
The use cases include increases to prospect win rate and share of wallet via responsive nurture processes and opportunity management.
06/22/2022
Citi Partners with METACO to Develop Institutional Digital Asset Custody Capabilities
This strategic partnership enables Citi to extend its existing capabilities to digital assets while leveraging its current technological, operating and servicing model.
06/22/2022
Mako Fintech SOC 2 Certification Increases Institutional-Grade Security to Canadian Wealth Managers
Wealth managers should have confidence that their data is safe
06/21/2022
Losing money is par for the course with experienced investors
The very richest usually cope with substantial losses, but it can be a different story for those who made their millions quickly
06/21/2022
Wealth Wizards releases financial wellbeing app
Royal London is already using Turo Wellbeing to create a series of personalised journeys to help their customers improve their financial wellbeing and retirement prospects, through a guidance-only pathway.
06/20/2022
With the tech juggernaut slowing down, where next for investors?
The tech sector experienced exponential growth during the pandemic but is now facing a downturn prompting investors to look elsewhere.
06/20/2022
Leveraging Fintech Partners To Create The Next-Gen Wealth Management Tech Solutions
Each of these areas of demand continues to increase—most notably, clients and consumers of all ages and demographics expect more personalized attention-they expect their advisors to “get them.”
06/20/2022
Regulation, (Competitive) Risk and Resilience Dominate the EMEA Transformation Agenda
Another key theme for the industry over the last decade or so has been regulation.
06/20/2022
Wealth Management Market Players To Provide Hybrid Services By Integrating AI
The Business Research Company’s Wealth Management Market 2022 - Opportunities And Strategies – Global Forecast To 2030
06/15/2022
Wealth management trends and the ‘new normal’
It was usually managed by lifelong financial advisors who handled the portfolios and kept the investments ticking over from a discreet distance.
06/14/2022
North America retains top spot for High-Net-Worth population and wealth: World Wealth Report 2022
Europe moves past Asia Pacific to second place in growth rate, fueled by a recovering economy in Europe and slowing growth in Asia Pacific; 70% of HNWIs globally have invested in digital assets and currencies
06/14/2022
Nutmeg records £19.3m loss post-JP Morgan takeover
JP Morgan-backed Nutmeg’s total losses since inception have hit £115m after the digital wealth manager posted another deficit last year.
06/14/2022
RBC and Envestnet Data and Analytics announce agreement
RBC clients also benefit from a wide range of RBC's digital security tools