Managers of Wealth Fintech

Lloyds-Schroders venture hit by platform problems

"The new wealth platform will bring a number of benefits to clients including the ability to see all their investments in one place, online 24/7."

Trends: Digital-only banks expected to gain traction in Asia-Pacific

Regulators in Hong Kong, Singapore and, more recently, Malaysia are at various stages of drafting relevant regulations and approval processes.

Bravura Wealth Management revenue up 14pc

Wealth Management FY19 EBITDA increased 17% to A$53.9m (A$46.2m in FY18).

Qatar banking sector shifts towards digital technology: OBG

“Globalisation and new cost structures, as well as digitalisation and consumerism, are pushing banks to redefine the business model in order to address pressures and sustain growth.”

Results: Iress delivers stable half-year performance

Iress also reported that the company expects FY19 guidance to remain unchanged and in line with guidance.

Tiger Global invests $15mn in wealth management startup INDwealth

INDwealth plans to utilise the capital to build its technology, artificial intelligence and advisory team.

Wealth Wizards to launch DB abridged advice service

The FCA's 'abridged advice proposal is a lighter form of DB pension transfer advice which cannot recommend a client to transfer.

Avaloq successfully onboards Banque Morval onto Intesa Sanpaolo’s BPaaS solution in just nine months

The merger of Intesa Sanpaolo Private Bank (Suisse), the Italian Intesa Sanpaolo group’s Swiss private banking subsidiary, and Banque Morval was completed in April last year and created the new legal entity Intesa Sanpaolo Private Bank (Suisse) Morv

Digital Needs Of Both Asset And Wealth Managers

Both communities are looking for the tools, content, and capabilities they need to address their emerging business challenges during this digital transformation.

Octopus to acquire wealth technology business for £10m

The firm currently has around £10m of assets on its platform and around 300 customers.

Aberdeen Standard Investments Successfully Integrates and Extends Investor Servicing with SS&C

SS&C helped ASI successfully consolidate and standardize their investor servicing across the combined Aberdeen and Standard Life global operations.

SS&C's Black Diamond Wealth Platform Integrates with RIA in a Box's MyRIACompliance Software to Provide Real-Time Updates

The integration is now live and available to RIA in a Box MyRIACompliance clients.

CIBC Selects SEI Wealth Platform to Power Growth Strategy

SEI's Unified Wealth Management Solution Supports CIBC's Transformative Business Goals

Latest Research Reports On Family Office Market 2019

It delivers a wide range of services including objective financial counsel, trusteeship, lifestyle management, tax and estate planning, risk management, coordination of professionals, investment advice, and foundation management.

Walker Crips signs new tech deal in search for cost savings

We were looking for a business management system

Adviser tech firm cuts prices

Advicefront has now changed its pricing structure in a bid to attract smaller firms.

"We will continue to innovate to maintain our technological lead" – interview with Alexandre Zeller, Lombard Odier Partner

Working for a firm that is more than 220 years old and whose mission is to accelerate digitalisation is a challenge that attracted me!

Wealth & Asset Management