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Wealth & Asset Management

10/17/2019

A Robo Alternative for Savvy Investors

Hong Kong, Australia and Indonesia are potential markets for expansion

10/17/2019

Global Fintech Leader Expands Partnership with digitalswitzerland

Building upon its existing, three-year partnership with digitalswitzerland, Avaloq will work even more closely with the organisation

10/16/2019

The Challenger: WealthSimple’s Toby Triebel

Triebel is clearly frustrated, unsurprising for a man who’s spent his career focused on making finance more transparent and accessible.

10/15/2019

Union Bancaire Privée onboards a new technology-focused equity long/short strategy on its alternative UCITS platform

Having successfully managed our technology-focused long/short strategy for 16 years now, we are excited to extend the offering to the broader UCITS audience and contribute to the diverse product offering that UBP’s platform provides.

10/15/2019

Blankstone Sington Goes Live on Wealth Intelligence’s Allfunds Platform

Blankstone Sington already used the WIN platform, including its capability to automate the order management process.

10/15/2019

Broadridge Enhances Composition Capabilities for Regulatory Communications

"This is another example of how Broadridge is helping asset management and other financial services firms streamline regulatory and marketing communications in a complex environment."

10/14/2019

BCA eyes retail investment customers with wealth management app

Wealth management services contributes 5 percent to the bank’s revenue.

10/11/2019

NexJ Systems launches CRM for wealth management

NexJ CRM for Wealth Management is purpose built to provide financial advisors the ability to save time, optimize customer value, and enhance client engagement.

10/10/2019

Broadridge pushes deeper into wealth management with Fi360 takeover

The acquisition will also further strengthen Broadridge's data and analytics tools and solutions suite that enable asset managers to grow their businesses by providing greater transparency into the retirement market.

10/09/2019

How Technology Can Drive More Sales and Enhance Client Relationships

From the very start of prospecting clients, we offer solutions to formalise and digitise the information that helps you capture, control and manage client data.

10/09/2019

South African fintech firm secures majority stake in Liechtenstein PB

The transaction, which is subject to the approval of the Liechtenstein Financial Market Authority, is expected to close in March 2020.

10/09/2019

UK Retail Investors Switch Wealth Managers due to Poor Digital Experience

A strong digital proposition is a necessity for any organisation offering wealth management services and not a luxury.

10/08/2019

Singapore robo adviser AutoWealth to raise US$3 million for regional expansion, sources say

Another person familiar with AutoWealth’s plans says the funds raised could also be used to explore opportunities in other Southeast Asian countries, including Indonesia.

10/08/2019

Robo-advisor performance: September 2019

Nearly all portfolios delivered positive returns last month.

10/07/2019

Online wealth manager Nutmeg reveals widening losses

Group attracts strong financial backing despite never having made a profit

10/07/2019

Broadridge Adds Sisense Analytics to Buy-side Revenue and Expense Management Capabilities

Dynamic data analytics will provide clients with improved reporting and real-time, actionable insights

10/06/2019

Robots to cut 200 000 US bank jobs in next decade, study says

Push towards automation to reduce headcount in the sector.

10/04/2019

Refinitiv and SigFig Partner to deliver digital advice technology solutions to wealth management clients

The latest research from Refinitiv shows that the pace of digital evolution is quickening.

10/03/2019

Focus Solutions awarded ISO 27001 certification

The certification was granted following a rigorous external audit of all of Focus’ activities by the leading ISO certification specialist QAS International Ltd.

10/03/2019

Multi-Family Office Chooses d1g1t as its Enterprise Wealth Management Platform

The d1g1t platform provides Forthlane with a comprehensive enterprise wealth management platform to manage all aspects of their business

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