09/19/2019
Avaloq CEO Juerg Hunziker: Asia is Like Home Now
The banking technology firm was founded 30 years ago and started operations in Asia in 2008.
Wealth & Asset Management
09/18/2019
Profile Software to showcase new platforms at Sibos
Profile executives will be available, at stand no J131, to meet with professional delegates and discuss how Profile’s solutions can enhance their digitalisation journey.
09/18/2019
BNY Mellon and Bloomberg to Deliver Front-To-Back Integration Capabilities
The new connectivity streamlines data delivery between the two firms and enables clients to access BNY Mellon's data and analytical workflow tools directly through Bloomberg AIM, delivering unique capabilities and insights to investors, technology le
09/18/2019
Rockefeller Capital Management to Acquire Silicon Valley Multi-Family Office
The acquisition represents the expansion of the Rockefeller Global Family Office into Northern California.
09/17/2019
Robo wealth manager secures £5m boost from City veteran
For portfolios managed on a discretionary basis, all-in fees range from 1 per cent (for total invested amount between £50,000 and £249,000) to 0.7 per cent (for anything more than £500,000).
09/16/2019
Resident Money Market and Investment Funds return (“MMIF”)
The MMIF requirement for more detailed data and a tighter reporting timeline has, however, introduced new challenges to fund administrators.
09/16/2019
City heavyweights plough £10m into wealth manager
The company has raised £26.5m in three funding rounds since launch.
09/16/2019
Objectway Recognized by Celent as a Key Player for Client Reporting Solutions Delivering a Better Client Experience
Objectway offers different forms of client reporting: traditional PDFs, Apps, secure messaging, or remote collaboration via secure auditable video reporting.
09/13/2019
UK Private bank appoints payments technology provider
Konsentus RegTech service will be used by Hampden & Co to ensure a secure implementation of the second Payment Services Directive (PSD2)
09/13/2019
Assante Wealth Management partners with leading financial technology company
This new partnership illustrates how CI Financial, the parent company of Assante and WealthBar, is leveraging technology to enhance its products and services throughout its operations.
09/13/2019
SS&C to buy Globacom's Investrack wealthtech business
The transaction is subject to customary closing conditions and is expected to close in September 2019.
09/12/2019
Xen Aims to Boost Asian HNWIs Access to the World of Alternative Investments
Aside from often requiring single commitments of USD20 million or more, they are illiquid and not especially transparent.
09/12/2019
'Digital human' Fatema takes a bow at Bank ABC
Sael Al Waary, deputy group CEO, Bank ABC, says: “AI will soon be an inseparable part of our lives, as individuals and as a community at large.
09/12/2019
Avaloq launches new Cost & Fee Analytics solution
Using powerful data analytics, the new solution allows institutions to deliver a precise, transparent evaluation of the impact of potential discounts
09/11/2019
Eight in 10 wealth firms fail at technology
Bad digital services risk driving future clients away
09/11/2019
Octopus completes acquisition following FCA approval
The deal was agreed in principle in August for £10 million
09/11/2019
Zedra Enters The Digital Assets Market
ZEDRA has also partnered with digital custodians Vo1t, trading and settlement specialists BCB
09/11/2019
Realized secures funding to expand wealth management capabilities
Using 1031 “like-kind” exchanges and other tax-deferment mechanisms, Realized helps investors co-invest in diversified commercial property portfolios that are designed to offer potential income without landlord responsibilities.
09/10/2019
Lufax Uses New Data Types and Advanced Fintech to Optimize Wealth Management
The system takes into consideration the biographical, financial, and lifestyle information customers voluntarily enter themselves to understand and anticipate their wants and needs, and project their future investment paths.
09/10/2019
Touchstone selects Sequrest
Sequrest facilitates its services delivery through its newly-developed Paratus Cyber Management System, which provides Cyber Security as a Service (CSaaS) “on demand” to clients, by means of a simple online dashboard.