02/12/2020
UBS Partners With Clients to Design New UBS Financial Services iPhone App
The app also encourages clients to have more informed and enriched conversations with their UBS Financial Advisor to help them reach their personal financial goals.
Wealth & Asset Management
02/12/2020
AnaCap signs agreement to acquire leading UK wealthtech platform
Founded in 2006, Wealthtime consolidates the investment portfolios and financial assets of individuals seeking advice from Independent Financial Advisers (“IFAs”) into one clear and easy to use online service offering.
02/12/2020
Family Offices: A Manual for the Digital Age
Most family offices will realize that they don’t have any such people on board, at least not with a strong background in digital banking.
02/12/2020
apoBank selects Avaloq's BPaaS for securities processing
Both parties are jointly preparing this step.
02/11/2020
Additiv expands Middle East and North African presence with Qcentris
QCENTRIS will provide implementation and delivery services for new additiv customers
02/11/2020
Icici Bank opens 'wealth management' branch for HNW clients
The branch will have a dedicated team of a Branch Manager, Relationship Managers, Client Service Managers and specialists in investment and Business Banking.
02/11/2020
Private markets investment platform Moonfare reaches a quarter of a billion in AuM
Private equity has become an increasingly popular asset class for investors seeking returns in a long-term, low-interest rate environment, but it has traditionally been almost impossible for individuals to access.
02/10/2020
TechRules crowned best client reporting at Swiss Awards
Everyone has really pulled together to ensure we continue to deliver the highest level of service to our clients, and move us that bit closer to our goal of being recognised as a Best client reporting in the Wealth Management space”.
02/10/2020
Charles River Awarded “Best Portfolio Management Solution” at Swiss Awards
Wealth managers and private banks globally use Charles River to make more informed investment and de-risking decisions.
02/10/2020
Ares Management Extends Agreement with SS&C
SS&C was first appointed by Ares in 2013 to provide fund administration and middle-office services.
02/10/2020
Temasek invests in FNZ
This was the first investment from the CDPQ-Generation partnership, who came together to make large-scale, long-term sustainable investments.
02/09/2020
AgentRisk Debuts Wealth Management Platform for RIAs and Wealth Managers
One of the main features of Overlay is identifying issues in customer portfolios and suggesting trades for tax-loss harvesting, optimization, and rebalancing using the proprietary machine learning technology developed by AgentRisk.
02/07/2020
Contemi Nominated in the Onboarding Category for the Wealthbriefing European Awards 2020
This nomination highlights our commitment to developing cutting-edge, client-centric technology solutions
02/06/2020
Why Family Offices Will Get Tactical, Digital and Cultural in 2020
We are already seeing a number of family offices with heavily concentrated positions (whether these are from a business, investment or geographic perspective) looking for opportunities to diversify through various means.
02/05/2020
UBS to launch new digital fund
The fund, which will be available in Switzerland, will be managed by UBS Asset Management and UBS Global Wealth Management
02/04/2020
Napier Park Financial Partners invests in Kasisto
In order to meet these industry demands and market dynamics, Kasisto plans to invest in product development and leverage its unique and unbiased conversational data assets
02/04/2020
Berenberg launches digital wealth management portal with support from Backbase
Berenberg will continue to move forward with its agile, user-centered methodology
02/03/2020
Digitising wealth management: Nucoro eyes Ireland as it takes investment into the digital age
The London-based fintech business on its plans to close a first Irish deal by mid-year.
01/31/2020
Nucleus sees funds top £16 billion after overcoming investor uncertainty
Nucleus Financial Group, the Edinburgh-based fintech business, has seen its assets under administration pass through the £16 billion mark after seeing a “marked improvement” in fund inflows.
01/31/2020
Nutmeg surpasses £2bn AUM to maintain position as largest digital wealth manager in Europe
Nutmeg has today announced that it is the first digital wealth manager in Europe to reach £2bn (€2.34bn) in assets under management (AUM) on the back of 41% year-on-year growth.