03/22/2019
Credit Suisse wants to make India its tech innovation hub
The bank has added a new back office which is more than double the size of its existing facility at the Special Economic Zone in Pune.
Wealth & Asset Management
03/22/2019
Zurich boutique and Zug fintech firm team up for platform
Bauke noted that making moves towards digitisation is important
03/22/2019
Envestnet | Yodlee to acquire PIEtech for $500m
Envestnet will continue to build on MoneyGuide’s offerings, including MoneyGuideOne, MoneyGuidePro and MoneyGuideElite.
03/22/2019
Sova Capital picks Iress for wealth management middle-office
Iress will provide multi-asset, multi-market risk and order management capabilities for all developed markets across the US and Europe.
03/19/2019
Objectway among the top 500 champions that haul the italian economy
The ranking depicts a heterogeneous entrepreneurial situation, but with some common drivers.
03/18/2019
Gorman Spends Big To Reach Next-Gen Wealth
Everyone wants a piece of the millennial market.
03/15/2019
Envestnet to Acquire PIEtech®, Creator of MoneyGuide Financial Planning Applications
The transaction is expected to close mid-year 2019 and is subject to customary closing conditions
03/13/2019
Digital wills and offshore estate planning – Ogier partner explores the tech angle
The session will explore the use of electronic wills to make estate planning more convenient and will consider some key questions on their use and validity.
03/12/2019
Why Wealth Creation Is The Next Frontier In Wealth Management
Before becoming a household name, fintech was very visible and “in your face.”
03/11/2019
Objectway gets mentioned again by Gartner
Objectway is mentioned as a representative vendor for client-facing mobile apps.
03/08/2019
YBR reports loss, reassesses wealth management
Commenting on the situation, YBR executive chairman, Mark Bouris said the first half of the financial year had been challenging for the sector and the company had taken decisive action.
03/08/2019
HSBC Bank and SoftBank Robotics America Enhance Beverly Hills Banking Experience
Cross-country expansion kicks off at the Beverly Hills branch, introducing the social, humanoid robot Pepper for an enhanced customer experience in the Los Angeles area
03/08/2019
SEI expands with BMO into Asia
SEI’s new strategic partnership with BMO Private Bank Asia builds upon an existing 21-year asset management relationship with Bank of Montreal Nesbitt Burns in Canada.
03/07/2019
TradingScreen launches simplified workflow solution for Wealth Managers
Different features of QUO will allow investment managers to adjust seamlessly between different trading strategies, giving them a more comprehensive view of their portfolios.
03/07/2019
Cognizant buys post-trade processor
Cognizant and Meritsoft have a track record of working together, meeting demand for integrated solutions
03/07/2019
Canopy’s Founder & CEO Extols the Virtues of Account Aggregation and the Data Revolution
Sharma founded Canopy in Singapore five years ago and reports that the company is currently processing data from around 65 custodians and reporting on upwards of USD20 billion in assets.
03/07/2019
Avaloq joins the Enterprise Ethereum Alliance
“The EEA offers us access to additional knowhow and ideas to leverage this ground-breaking technology to address specific, enterprise-based use cases in the financial industry, but also in other fields relevant to our clients.
03/06/2019
The rise of the super-rich: A five-year forecast
Asia is set to outperform as global wealth growth slows, according to a new analysis of UHNWI populations carried out exclusively for The Wealth Report.
03/05/2019
Black Diamond Wealth Platform helps PortfolioCenter clients make the switch
PortfolioCenter clients will want to become knowledgeable about their options and weigh them carefully in light of possible price increases and the risk of diminishing choices.
03/05/2019
UK Digital Advertising Market to Break £15BN Barrier in 2019
The report looks at next-generation technologies, such as artificial intelligence, augmented reality and machine learning, and how these are set to transform advertising in 2019 and beyond.