Managers of Wealth Fintech

UK Wealth Management Under the Lens: Competitive Dynamics and Trends

In 2020, the market has continued its growth in terms of assets but experiencing lower profitability.

Brewin Dolphin Extends Long-term Strategic Partnership with SEI

The re-contract reflects significant collaboration between SEI and Brewin Dolphin over the last 12 months

Broadridge Partners with AccessFintech to Transform Resolution of Settlement Fails

Collaborative workflow solution powered by Broadridge’s post-trade data provides operational efficiency, risk reduction and cost savings for sell side

QUO launches new web solution for sell-side distribution to private bank and wealth management clients

The ease and speed follow on from the banking sector’s push to encourage more clients into digital workflow solutions.

How technology will impact the wealth management client experience in 2021

The concept of a paperless society was conceived in 1978 by Frederick Wilfrid Lancaster

Increase profits and decrease costs: It’s time for automation to take centre stage in UK wealth management

Nigel Armstrong, Head of Wealth and Asset Management at Blue Prism says that digitization though robotic process automation has so much to offer the wealth management industry

Singapore digital wealth manager rolls out ESG portfolios

The portfolios are comprised of funds managed by JP Morgan AM, Natixis IM’s Mirova, Pimco, Schroders and UOB Asset Management-Robeco.

A single, integrated end-to-end wealth platform

Holistic wealth management. Digitally enabled. Data driven

Digital Wealth by CREALOGIX

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Objectway's Survey Report Reveals Key Factors To Lead The ESG Race

The survey report investigated what stage is reached in terms of ESG integration within a risk aware investment process, and its implications on the digital experience.

How technology will impact the wealth management client experience in 2021

We’re still some way off achieving Lancaster’s paper-free vision, but the electronic world and a digital presence in everyday life is getting notably stronger each year.

Illuminate Financial closes on $100 million fintech fund

Fintech venture fund Illuminate Financial has closed the lid on a $100 million war chest with backing from Barclays, JPMorgan, Deutsche Boerse and IHS Markit.

Digitising Wealth Management for tangible customer and shareholder value

Our customers want to grow their client base reaching digital savvy people

SEI South Africa Achieves Level 2 B-BBEE Rating

Achievement Demonstrates Continued Commitment to South African Economic Empowerment

Julius Baer introduces new virtual onboarding system

Julius Baer has become one of the first wealth managers to introduce a guided digital onboarding solution for clients, including a complete video identification service.

SIX Demonstrates Operational Stability and Strengthens the Competitiveness of the Financial Center

High levels of volatility also affected post-trade activities.

How Digital SBL Offers a Roadmap to Post-COVID Liquidity

Leverage, not liquidate.

SEI Drives Global Momentum in Wealth Management Market

Trusted Strategic Partnership at Heart of Unwavering Client Service, Delivery and Commitment

USU wins Liechtensteinische Landesbank as a new customer in the IT Management segment

The focus of LLB's collaboration with USU is the definition and mapping of the various IT services and the automated integration of the data into the monitoring system

Digital Areas Needing the Greatest Change by David Wilson, Objectway

Looking at the customer lifecycle, lots of processes cause bottlenecks and delays.

Wealth & Asset Management