Managers of Wealth Fintech

Standard Life to launch robo-adviser

Robo-advice typically involves the use of algorithms to manage and allocate a client’s assets.

Objectway acquires IT and administrative outsourcing services firm

The Group strengthens the leadership in the asset management segment

Avaloq doubles London office space

The firm’s new City of London office comes after the London team has already doubled in size over the past year and provides sufficient space for further growth.

The $900m Aussie fintech winning big from wealth management

This is not your usual fintech. With over 1,300 staff located in 12 offices across eight countries, this ASX200 company saw its share price more than double in 2018.

These countries are set to see their millionaire populations skyrocket in the next 5 years

The 10 countries with the largest HNW populations grew in total by over 387,000 HNW individuals (up 2.4%) compared with 2017

ZEDRA adds new Zug office to Swiss network

It is expected that the three offices will work closely together, with company registration, accounting and legal services all eventually available from the new location.

Digital Wealth Asia Forum 2018 - HK

All are key capabilities banks and players should have.

Vontobel adopts Geneva firm’s digital assets platform

Taurus-Protect has been compliant since day one with the most stringent Swiss and international regulations

CreditEase Wealth Management Wins Four Awards at the Asian Private Banker Awards

CreditEase Wealth Management is committed to becoming a long-term partner to our HNWs in terms of investment, quality of life, succession, education and philanthropy, and providing all-round services in all these areas.

Traditional wealth managers set to lose market share to robo-advisors, says GlobalData

In previous years, traditional wealth managers across the globe had a widespread level of agreement that robo-advice would seize market share.

IRESS Tipped To Win 80% Of Wealth Management Market

The analyst is aware that IRESS is currently grappling with structural change in the investment management industry, including the loss of market share by active fund managers to passive and automated investment products.

Interactive Brokers and Marstone to Provide a Fully-Integrated Digital Wealth Solution for Banks and Institutions

The fully-customizable platform is a trusted, flexible solution for financial institutions of all sizes and ensures a seamless online experience for end users.

Is It Time to Revisit the Mature, Manual Processing of Corporate Actions? by Dion

Customer service can be improved by better communications and management of the election / instruction processes, and potentially extended into the provision of proxy voting.

Objectway Delivers New Integrated Digital Front-End Solutions for BNY Mellon’s Pershing

Objectway has been working closely with Pershing since July 2017 to phase in all the required services.

Accenture to Acquire Business and Technology Consultancy firm

The acquisition will further strengthen Accentures ability to provide innovative services to clients in the private-banking and wealth-management space globally.

Four Reasons More Families Should Invest In Private Tech

When family investment portfolios lack allocation to private tech, it's a missed opportunity both for the families and the tech entrepreneurs in need of investment capital.

Arrow Capital selected Axia for their wealth management operations

Axia is an advanced web-based investment management platform that is continuously being enriched with new and innovative tools, offering a competitive user experience across functions, creating added value to the Firm’s internal operations, client-f

Netwealth forms wealth data partnership

Adviser Ratings chief executive of wealth Mark Hoven said the aim is to increase overall system transparency while lowering transaction costs through smart data and analytics for a range of activities that occur between participants in the channel.

GeoWealth Secures Strategic Investment from J.P. Morgan Asset Management

GeoWealth's cloud-based wealth management technology platform provides advisors a comprehensive suite of features to efficiently manage their practices.

Avaloq wins “Outstanding Wealth Management Technology Provider”

The awards were presented in Zurich on 12 December 2018.

Wealth & Asset Management