02/10/2020
Ares Management Extends Agreement with SS&C
SS&C was first appointed by Ares in 2013 to provide fund administration and middle-office services.
Wealth & Asset Management
02/10/2020
Temasek invests in FNZ
This was the first investment from the CDPQ-Generation partnership, who came together to make large-scale, long-term sustainable investments.
02/09/2020
AgentRisk Debuts Wealth Management Platform for RIAs and Wealth Managers
One of the main features of Overlay is identifying issues in customer portfolios and suggesting trades for tax-loss harvesting, optimization, and rebalancing using the proprietary machine learning technology developed by AgentRisk.
02/07/2020
Contemi Nominated in the Onboarding Category for the Wealthbriefing European Awards 2020
This nomination highlights our commitment to developing cutting-edge, client-centric technology solutions
02/06/2020
Why Family Offices Will Get Tactical, Digital and Cultural in 2020
We are already seeing a number of family offices with heavily concentrated positions (whether these are from a business, investment or geographic perspective) looking for opportunities to diversify through various means.
02/05/2020
UBS to launch new digital fund
The fund, which will be available in Switzerland, will be managed by UBS Asset Management and UBS Global Wealth Management
02/04/2020
Napier Park Financial Partners invests in Kasisto
In order to meet these industry demands and market dynamics, Kasisto plans to invest in product development and leverage its unique and unbiased conversational data assets
02/04/2020
Berenberg launches digital wealth management portal with support from Backbase
Berenberg will continue to move forward with its agile, user-centered methodology
02/03/2020
Digitising wealth management: Nucoro eyes Ireland as it takes investment into the digital age
The London-based fintech business on its plans to close a first Irish deal by mid-year.
01/31/2020
Nucleus sees funds top £16 billion after overcoming investor uncertainty
Nucleus Financial Group, the Edinburgh-based fintech business, has seen its assets under administration pass through the £16 billion mark after seeing a “marked improvement” in fund inflows.
01/31/2020
Nutmeg surpasses £2bn AUM to maintain position as largest digital wealth manager in Europe
Nutmeg has today announced that it is the first digital wealth manager in Europe to reach £2bn (€2.34bn) in assets under management (AUM) on the back of 41% year-on-year growth.
01/30/2020
Dolfin empowers family office Altaira Wealth Management with custody, execution and investment advisory
Altaira’s investment strategy is also a collaborative effort with Dolfin, which provides regular research and ideas to the Altaira investment team.
01/29/2020
Raffles Family Office to invest U$15m in HK's WorkTech for Asean expansion
It is planning to enter South-east Asian markets including Vietnam, Cambodia, Thailand and the Philippines, to build a cross-border community.
01/29/2020
Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management
"The study shows that affluent individuals value trustworthiness above all, seek long-term relationships with their financial advisors and are increasingly willing to find a financial advisor online"
01/28/2020
Objectway examines scaleable options for wealth managers
By 2025, an ideal scenario would be to see more scalable firms, with margins increasing and efficiency gains across their front and back offices.
01/24/2020
LLB (Österreich) completes migration to the LLB Group core banking system
Liechtensteinische Landesbank AG and Bank Linth LLB AG have been using Avaloq as their core banking system software for a number of years
01/24/2020
Advice firm offers to buy closed robo-adviser
The company was founded by Gemma Godfrey in 2015, who sold the business to JLT in 2018 and left in 2019.
01/23/2020
This Software Technology Firm is Reshaping the Asset Management Industry
Wealth, using artificial intelligence and machine learning, is resolving market issues through high-tech applications
01/23/2020
London based wealth management fintech to launch in Ireland
Republic “one of the fasting growing wealth management sectors in Europe”
01/23/2020
Turn Inside Out to Deliver Exceptional Client Servicing. The 2020 Must-Win Battle
Many wealth management firms have embraced digital transformation in an attempt to improve client experience at lower cost to the firm, while others have been slower to respond.