01/12/2021
‘IQ-EQ Compass’ launched to identify and mitigate ESG-related risks
Changes in the international regulatory landscape, paired with the Covid-19 pandemic, have accelerated investors’ interest in sustainable investments
Wealth & Asset Management
01/11/2021
Breakingviews - Becoming a bank would shrink but not squash Ant
That looks manageable for Ant, which had net assets of 215 billion yuan as of June.
01/11/2021
Wealth Management Technology Forecast 2020-2023
A guide for navigating uncharted waters.
01/11/2021
IntegraFin Buys Financial Planning And Wealth Management Software Firm
Investment platform IntegraFin Holdings PLC on Monday said it has acquired Time ...
01/11/2021
A $78 Trillion Growth Opportunity For Wealth Managers
The tokenization of assets is expanding rapidly.
01/09/2021
Showcase your investment experts with remote meetings
One of the best ways for advisors to get the inside track on products and markets is by connecting with asset managers’ capital market experts, portfolio managers and product specialists.
01/09/2021
UOB to expand wealth management services on mobile app
The bank aims to raise this figure to between 45 per cent and 65 per cent by offering new services
01/08/2021
Where Wealth Tech is Headed
A key takeaway for advisors is the case for a strong digital presence in clients’ lives.
01/08/2021
Banking fintechs are an opportunity, not a threat: Landolt CEO
In the latest Tour de Suisse roundtable, private bankers discuss how the entrance of new players such as fintechs is impacting the private banking industry.
01/07/2021
Double Win For Objectway Wealthtech Suite At Xcelent 2020 Awards
The report was written by Celent Wealth Management Senior Analyst, Ashley Longabaugh.
01/06/2021
Why digital channels may be the way forward in providing wealth management services
Advisory firms today are deploying cutting-edge technology to offer convenience to customers on personal financial management
01/06/2021
Fintech savvy Brits crave more tech to manage their money
Some 60% of Brits want to see the growth of fintech, through the expansion of mobile payments, online investing platforms and online banking, compared to just 10% who are opposed.
01/06/2021
EU-UK Trade and Cooperation Agreement: Implications for Data Transfers to the UK
While the situation should be kept under review, the temporary arrangement preserves the status quo, such that it is not currently necessary to implement data transfer mechanisms such as Standard Contractual Clauses in respect of data transfers to the UK.
01/06/2021
North Reef Capital Management Picks SS&C’s Front-to-Back Solution to Power Operations
More than 80 emerging funds leverage the deep integration of Eze technology and SS&C’s fund administration services.
01/05/2021
Liontrust appoints Sagittarius as Sitecore Partner of Choice.
The company has broadened its product range, including adding Sustainable Investment in April 2017 which has since increased its AuMA from £2.5 billion to £7.5 billion.
01/04/2021
SS&C withdraws Link takeover bid
The Link Group board will continue to consider all alternatives to maximise value for shareholders.
01/04/2021
China tightens supervision of online banking wealth management products
Commercial banks have been promoting their online deposit business, which helps improve the efficiency of financial services.
01/04/2021
Swiss Crimefighters Cast Wary Eye on Crypto
A sluggish Swiss response to PDVSA and a stalled revision of money rinsing laws don't bode well for a looming exam. Switzerland's warm embrace of cryptocurrencies add yet another potential avenue for criminals to launder money.
01/04/2021
Using technology to improve the management of investment portfolios - the view from SEI
This article is from The Wealth Mosaic's recent report on how technology can be utilised to improve the management of investment portfolios
12/23/2020
B2B wealthtech InvestSuite raises €3 million
The funding allows us to hone in on these opportunities.