03/30/2020
Servicing the new model client by Iress
With the change in demographic has come a change in relationship model.
Wealth & Asset Management
03/27/2020
Tegra118 Wins Family Wealth Report Award for Outstanding Contribution to Wealth Management Thought Leadership
The awards were designed to recognize companies, teams and individuals that a prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2019’.
03/27/2020
How Fintech is Shaping the Future of Wealth Management
Mint and other pioneering fintech apps showed that the value of these technologies lies in their abilities to make something confusing relatively user-friendly for the first time.
03/26/2020
Avaloq Ventures makes initial investment and partners with Assetmax to offer a multi-custody solution for banks
Assetmax offers one of the most efficient and complete selections of custodian interfaces for the Swiss wealth management market.
03/26/2020
ZA Bank, Hong Kong’s virtual bank, launches ZA Savings Go
ZA Savings Go enables users to grow their wealth in an ultra-low interest rate environment.
03/25/2020
Temenos Wins ‘Technology Provider of the Year’ at 2020 FStech Awards
Temenos’ pioneering cloud-native cloud-agnostic and AI-driven technology acknowledged by judges at the 20th annual FStech Awards
03/25/2020
Technology and education essential for great wealth transfer
More regulated areas like capital markets remain relatively 'un-innovative' but that too is changing quickly.
03/25/2020
Standard Chartered Hong Kong introduces wealth management tool
Through the online banking and mobile app, Standard Chartered also provides several other wealth management solutions.
03/24/2020
Fintech Wealth Management Firm Addepar Acquires $40 Million Investment from WestCap Group
Addepar serves over 400 companies, which include licensed investment advisors catering to high-net-worth individuals (or HNWIs with assets of at least $1 million), ultra-high-net-worth individuals (or UHNWs with assets of at least $30 million), and many f
03/24/2020
Personetics partners with the Avaloq.one Ecosystem
This is the latest international addition to the growing list of selected fintechs on Avaloq.one
03/24/2020
Will Your Fintech Vendor Make It Through a Recession?
What to know about working with smaller vendors that may become financially impaired or struggle to stay in business during a prolonged recession.
03/23/2020
BITA Risk wins Best Compliance Solution
The judging panel commented: ‘Built to help educate the client on risk, the winner elevates risk management to a science.’
03/22/2020
SEI Family Office Services Recognized as Best Outsourced Service Provider for Family Offices
This award highlights our firm’s ability to provide comprehensive bill payment, partnership accounting and client reporting service solutions and serves as a testament to the world-class team that supports our unique and complex client base.
03/20/2020
Our New Normal: Connected, Resilient and Caring
In these unfamiliar and scary times, is there something more powerful than the virus at work — like the strength of human resilience and connection?
03/18/2020
Coronavirus Sees More Advisers Going Digital
An online wealth management platform has seen users double as the coronavirus forces more and more advisers to go into lockdown mode.
03/18/2020
AMTD Acquires Singapore Insurtech Startup
Previously AMTD received a virtual bank license in Hong Kong, in partnership with Xiaomi.
03/17/2020
Talking and tech : How UK Millenials are managing finance
According to Klarna, millennials are managing their finances unlike any other generation.
03/17/2020
First German private bank integrates third-party products from deposits marketplace Raisin
Today for the first time the fintech launches a cooperation with a private bank, whose customers can now invest up to single-digit million euro amounts in guaranteed deposits.
03/16/2020
How Bill Gates, Jack Ma And 11 Other Billionaires Are Reacting To The Coronavirus Pandemic
On Saturday, Airbnb CEO Brian Chesky announced on Twitter that the company will allow guests around the world to cancel and get their money refunded.
03/13/2020
Quilter 'confident' about replatforming after learning from rivals
When Quilter terminated its contract with tech provider IFDS and switched to FNZ in May 2017 it said it had spent more than £200m on the platform, and expected to spend about £160m more.