10/25/2019
Good Capital, EMVC write cheque to wealth management startup Wealthy.in
Wealthy.in, which is operated by Buildwealth Technologies Pvt. Ltd, was co-founded by Aditya Agarwal and Prashant Gupta.
Wealth & Asset Management
10/24/2019
Allfunds Bank SA’s Strategic Partnership With BNP Paribas
As a result of this transaction, which is subject to regulatory approvals and any required consultations and which is expected to close before the end of 2020, Allfunds will open new offices in Paris and Warsaw.
10/24/2019
Quantifeed partners with Everbright Sun Hung Kai to launch robo-investment solution in Hong Kong
EBSHK Direct AI-Portfolio Investing provides investors access to an entire portfolio of 5 to 20 Hong Kong stocks or Hong Kong ETFs developed using smart analytics and quantitative research, according to a press release by Quantifeed.
10/24/2019
Morgan Stanley Wins Three Industry Awards
Modern Wealth Platform (WealthDesk), Portfolio Risk Platform and Morgan Stanley Impact Quotient are cited
10/24/2019
Avaloq joins UK’s Fintech Alliance
Avaloq has seen its UK presence expand significantly over the past two years
10/23/2019
Culture change is the biggest barrier to digitisation
The Wealth Digital Readiness survey polled 14 global wealth management firms, collectively managing over £430bn in assets under management.
10/22/2019
How Principal is ramping up its wealth management as other insurers exit
Other insurers are staying or boosting their investment.
10/21/2019
Vontobel launches trade conflict certificate
In the most likely scenario from the experts' perspective, the trend towards shorter trade routes could make Latin America an attractive production location for the USA and Southeast Asia an attractive location for China.
10/21/2019
SEI Investments: A Wonderful Business At An Attractive Price
"We believe that SEI Investments will continue to see multiple industry tailwinds to drive the growth of the total market."
10/18/2019
ProfitStars to Bring Mobile Remote Deposit to More Businesses Through the ICBA
ICBA member banks can expand business banking channel and deposit acquisition through modern, engaging and secure mobile solution
10/17/2019
A Robo Alternative for Savvy Investors
Hong Kong, Australia and Indonesia are potential markets for expansion
10/17/2019
Global Fintech Leader Expands Partnership with digitalswitzerland
Building upon its existing, three-year partnership with digitalswitzerland, Avaloq will work even more closely with the organisation
10/16/2019
The Challenger: WealthSimple’s Toby Triebel
Triebel is clearly frustrated, unsurprising for a man who’s spent his career focused on making finance more transparent and accessible.
10/15/2019
Union Bancaire Privée onboards a new technology-focused equity long/short strategy on its alternative UCITS platform
Having successfully managed our technology-focused long/short strategy for 16 years now, we are excited to extend the offering to the broader UCITS audience and contribute to the diverse product offering that UBP’s platform provides.
10/15/2019
Blankstone Sington Goes Live on Wealth Intelligence’s Allfunds Platform
Blankstone Sington already used the WIN platform, including its capability to automate the order management process.
10/15/2019
Broadridge Enhances Composition Capabilities for Regulatory Communications
"This is another example of how Broadridge is helping asset management and other financial services firms streamline regulatory and marketing communications in a complex environment."
10/14/2019
BCA eyes retail investment customers with wealth management app
Wealth management services contributes 5 percent to the bank’s revenue.
10/11/2019
NexJ Systems launches CRM for wealth management
NexJ CRM for Wealth Management is purpose built to provide financial advisors the ability to save time, optimize customer value, and enhance client engagement.
10/10/2019
Broadridge pushes deeper into wealth management with Fi360 takeover
The acquisition will also further strengthen Broadridge's data and analytics tools and solutions suite that enable asset managers to grow their businesses by providing greater transparency into the retirement market.
10/09/2019
How Technology Can Drive More Sales and Enhance Client Relationships
From the very start of prospecting clients, we offer solutions to formalise and digitise the information that helps you capture, control and manage client data.