Managers of Wealth Fintech

Wealth Dynamix named winners at the UK Private Banker International Awards

The judges were impressed by the WDX1 Client Lifecycle Management solution and its 3 modules

Alipay's AI wealth tech platform adopted by China's asset managers

As of June 2018, 27 asset management companies had leveraged Caifuhao’s AI capabilities to increase operational efficiency by 70%.

SEI Wealth Platform has launched a Costs and Charges reporting service

The new functionality takes advantage of the Platform’s open architecture to gather multi-sourced data, which is then transferred to FinoComp for disclosure calculation and production.

Wealth Management in Hong Kong: The Digital Outlook

Traditional private bankers are used to the human touch, and some may find it challenging to accept what technology can offer.

Why and How Family Ofces Need to Manage Their Digital Reputation

A family ofce’s reputation and brand awareness could also have an impact on deal negotiations, talent acquisition and long-term performance, according to Ernst & Young’s Family Ofce Guide.

Two fintech firms providing tools for uber wealthy clients

Tech required by UHNW investors is more sophisticated

Dutch banking giant goes live with Temenos’ WealthSuite

The bank recently selected the Temenos Continuous Deployment product to speed up its software delivery and rapidly launch new innovations.

HNWIs want personalised services enhanced by technology, says new report

Both HNWIs and mass-affluent investors want to enhance their relationships with wealth managers through more personalized services

These Asset Managers Are Growing Revenue Faster Than Others

An asset manager’s commitment to technology is highly correlated with revenue growth, a new survey finds.

The Future of Private Banking: Lessons from Big Tech Unicorns, Mainstream Media and Fintechs

Taking an agile approach to digital evolution in a bank while making the necessary investments and adopting the necessary long-term cultural changes certainly requires a top-down strategy, putting digital transformation at the heart of the bank.

Platforms and Technology: Into the Digital Future of Wealth Management in Asia - Philippines

Client-facing digitalisation is slow to appear in the Philippines, where there is more back-office activity thus far.

Rockefeller Foundation’s Rajiv Shah explains how tech can actually help save the world

Simply working at Facebook doesn’t cut it.

Dolfin launches international payment card and app

Dolfin has launched Dolfin Mastercard, a multi- currency payment card available exclusively to the firm’s private clients.

Archer Ecosystem adds BITA Risk Platform from corfinancial

“Broadening the suite of capabilities available to investment manufacturers through our integrated platform has been an important strategic initiative for us,” said Bryan Dori, Archer CEO. “The BITA integration is one of the ways we&

Credit Suisse to team up with WM platform provider

Credit Suisse launched the first digital private banking solution in the region in 2015, and partnered with the fintech company Canopy in 2017 to make accessible to its clients an automated account aggregation platform and reporting solution.

Meeting complex needs simply

Like most of the financial services industry, wealth management is in a period of transformation.

Bank Frick acquires majority stake in fintech firm

As a result of the acquisition, Bank Frick’s chief financial officer, Melanie Mündle, and Rolf Jermann, a member of the bank’s board, will join the Tradico’s board of directors.

Step by Step, Wealth Dynamix Rolls out its Client Lifecycle Management Solutions Across Asia

Advisers can sit at their desk, get alerts from the system on what products are suitable for this client,

Arbuthnot Latham moves to Euroclear’s investment fund service

Euroclear noted that from the placing of a funds order to the settlement, transfer, reconciliation and corporate action processing of the asset, the service makes a fund held in the UK as easy to administer as any other EUI-eligible instrument.

Credit Suisse partners with Hong Kong digital provider

The collaboration will see its digital tools and services being made available to the Credit Suisse.

Wealth & Asset Management