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Wealth & Asset Management

09/22/2019

HEDIS 2020 data management – solving the supplemental data puzzle

Supplemental data sources present opportunities to improve performance rates, but the rules around usage of supplemental data can be a bit of a challenge.

09/20/2019

UN to launch Principles for Responsible Banking

The Principles provide the framework for a sustainable banking system, and help the industry to demonstrate how it makes a positive contribution to society.

09/20/2019

Murex to strengthen Caisse des Dépôts’ asset management business

It is described as the investment arm of the French State and addresses the general interests ad economic development of French territories.

09/19/2019

SS&C Reports Record AUM for Asset Managers in Q2 2019 Drive Higher Operating Margins

Global equity and fixed income markets were all positive during the second quarter.

09/19/2019

Avaloq CEO Juerg Hunziker: Asia is Like Home Now

The banking technology firm was founded 30 years ago and started operations in Asia in 2008.

09/18/2019

Profile Software to showcase new platforms at Sibos

Profile executives will be available, at stand no J131, to meet with professional delegates and discuss how Profile’s solutions can enhance their digitalisation journey.

09/18/2019

BNY Mellon and Bloomberg to Deliver Front-To-Back Integration Capabilities

The new connectivity streamlines data delivery between the two firms and enables clients to access BNY Mellon's data and analytical workflow tools directly through Bloomberg AIM, delivering unique capabilities and insights to investors, technology le

09/18/2019

Rockefeller Capital Management to Acquire Silicon Valley Multi-Family Office

The acquisition represents the expansion of the Rockefeller Global Family Office into Northern California.

09/17/2019

Robo wealth manager secures £5m boost from City veteran

For portfolios managed on a discretionary basis, all-in fees range from 1 per cent (for total invested amount between £50,000 and £249,000) to 0.7 per cent (for anything more than £500,000).

09/16/2019

Resident Money Market and Investment Funds return (“MMIF”)

The MMIF requirement for more detailed data and a tighter reporting timeline has, however, introduced new challenges to fund administrators.

09/16/2019

City heavyweights plough £10m into wealth manager

The company has raised £26.5m in three funding rounds since launch.

09/16/2019

Objectway Recognized by Celent as a Key Player for Client Reporting Solutions Delivering a Better Client Experience

Objectway offers different forms of client reporting: traditional PDFs, Apps, secure messaging, or remote collaboration via secure auditable video reporting.

09/13/2019

UK Private bank appoints payments technology provider

Konsentus RegTech service will be used by Hampden & Co to ensure a secure implementation of the second Payment Services Directive (PSD2)

09/13/2019

Assante Wealth Management partners with leading financial technology company

This new partnership illustrates how CI Financial, the parent company of Assante and WealthBar, is leveraging technology to enhance its products and services throughout its operations.

09/13/2019

SS&C to buy Globacom's Investrack wealthtech business

The transaction is subject to customary closing conditions and is expected to close in September 2019.

09/12/2019

Xen Aims to Boost Asian HNWIs Access to the World of Alternative Investments

Aside from often requiring single commitments of USD20 million or more, they are illiquid and not especially transparent.

09/12/2019

'Digital human' Fatema takes a bow at Bank ABC

Sael Al Waary, deputy group CEO, Bank ABC, says: “AI will soon be an inseparable part of our lives, as individuals and as a community at large.

09/12/2019

Avaloq launches new Cost & Fee Analytics solution

Using powerful data analytics, the new solution allows institutions to deliver a precise, transparent evaluation of the impact of potential discounts

09/11/2019

Eight in 10 wealth firms fail at technology

Bad digital services risk driving future clients away

09/11/2019

Octopus completes acquisition following FCA approval

The deal was agreed in principle in August for £10 million

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