Managers of Wealth Fintech

JPMorgan, Goldman bet on tech to crack UK consumer market

“The length of time it takes to build up a franchise in the UK is easily underestimated,” said Goodbody banking analyst John Cronin. “It takes years.”

Endowus: $1 Billion AUM in Two Years

Endowus continues to ride on growth momentum having recently secured three new strategic investors in UBS, Singtel and Samsung while hiring ex-Deutsche Bank managing director Wei Mei Tan as its chief advisory officer.

Business Processes: A key success factor for modern wealth managers

Firms are more likely to succeed if they have well-defined objectives and capabilities, and are able to manage costs while investing in transformative technology.

MFund Plus™ – Wealth & Asset Management Platform recognized in The Wealth Mosaic’s APAC WealthTech Landscape Report 2021

The report also includes an insightful article by Azentio Software, titled “Integration – Bringing Data and Ecosystems Together”.

The role of digital trust in wealth management

As we emerge from the global health crisis, how can advisers increase trust with their clients?

Hybrid Advisory: The Future of Client Experience?

Banks and wealth managers need to find a balance between what technology and what talented staff offer clients.

BNY Mellon to Bolster Digital Solutions Capabilities with aquisition

Terms of the acquisition were not publicly disclosed.

Towards the New Normal, Chapter Two: Recover

Going forward, these platforms will be further implemented to offer secure, stable and high-quality services for virtual cooperation, meetings and events

The swinging pendulum: navigating private wealth management's state of flux

Private wealth managers need to get a 360-degree understanding that the full client relationship has to be at the centre of their value proposition.

Breathing new life into the wealth management industry

The two most common reasons why clients leave their investment manager is underperformance and a lack of communication.

How has WealthTech Become Mainstream? A Chat with the Fintech Times

Digital onboarding gave the possibility to engage the prospective client in digital onboarding process, encouraging them to send documents

China Renaissance Selects Broadridge to Expand Post-trade Processing via Stock Connect

China Renaissance has been able to bring more efficiency to its operations

Swiss Bank's Crypto Expert Moves on

Basel Cantonal Bank unit Bank Cler’s ambitions to offer a range of cryptocurrency services this year have suffered a blow after the expert taken on to do this left.

Broadridge to Distribute TIFIN's Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors

Follows Broadridge's investment in TIFIN's Series B round in April

UBS invests in Singapore digital wealth platform

Total sum of the start-up’s Series A funding round was $22m

Family Offices Transfer Wealth, Rebalance Portfolios and Embrace Technology During Covid-19 Pandemic

The author of The Complete Family Office Handbook said wealth education for families has evolved during the pandemic.

Integration - bringing data and ecosystems together

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Rakesh Doshi, Global Head for Financial Services & Insurance at Azentio

US WealthTech Talks: Leveraging Data in Wealth Management

Recording of our webinar which originally took place on June 23rd

Global Investment Research House Launches Fund Manager Search Engine as Part of UK Rollout

The Vadevalor fund manager search engine and ratings system is easy to use and to understand, and has been as warmly received by UK managers and professional investors as it was when we launched the platform in Spain.

Becoming a leading digitally enabled Wealth Manager

Given the above scenario, in a digital setting, companies will turn the legal must-do into a commercial weapon and boost your digital collaboration; clients will benefit from a qualitative, instant and hyper-personalised advice for a long-term relationshi