06/06/2019
Bank Frick acquires majority stake in fintech firm
As a result of the acquisition, Bank Frick’s chief financial officer, Melanie Mündle, and Rolf Jermann, a member of the bank’s board, will join the Tradico’s board of directors.
Wealth & Asset Management
06/06/2019
Step by Step, Wealth Dynamix Rolls out its Client Lifecycle Management Solutions Across Asia
Advisers can sit at their desk, get alerts from the system on what products are suitable for this client,
06/06/2019
Arbuthnot Latham moves to Euroclear’s investment fund service
Euroclear noted that from the placing of a funds order to the settlement, transfer, reconciliation and corporate action processing of the asset, the service makes a fund held in the UK as easy to administer as any other EUI-eligible instrument.
06/05/2019
Credit Suisse partners with Hong Kong digital provider
The collaboration will see its digital tools and services being made available to the Credit Suisse.
06/05/2019
How to Improve Vital Touchpoints in Wealth Management through Digitalisation
He explained that these generations are highly focused on technology.
06/05/2019
The GBA offers the banking industry significant opportunities for transformation and growth, according to KPMG report
The report discusses the development trends and challenges for the banking industry in the region
06/05/2019
Broadridge using blockchain to address Shareholder Rights Directive
The new offering includes a range of process enhancements and a new blockchain-based platform
06/03/2019
Data-driven products and personalization in the retirement industry
With an array of data-driven insights and analytics solutions across the retirement plan ecosystem, SS&C helps clients improve customer insights
06/03/2019
Swiss wealth manager launches WM app
Vontobel Volt clients can invest on the basis of Vontobel’s proven 3α Investment Philosophy
05/31/2019
HSBC brings Pepper the robot to Miami
Miami is an up and coming hub for innovation
05/30/2019
Fintech solutions step up to support wealth management sector
EY’s 2018 wealth report found that the global volume of net investable assets of high net worth individuals will increase by around 25 per cent to almost USD70 trillion by 2021.
05/30/2019
Objectway Ranks 1st in the IBS Global Sales League Table 2019
The Private Banking Systems category was particularly competitive with a higher number of participants and deal volume compared to last year’s Sales League Table.
05/30/2019
Iress launches software to target hybrid advice model
Up to 5.8 million people would be willing to pay for advice if it was cheaper
05/30/2019
Singapore Bank Sees Southeast Asia as a ‘Haven’ From the Trade War
Bank differs from rivals that are focusing on Hong Kong: CEO
05/30/2019
SSGA launches Australian market ETFs
The new suite of ETF model portfolios would be founded with an open architecture investment structure
05/30/2019
Arbuthnot Latham Announces 2019 Inspiring Innovator Award Finalists
Identifying both the importance of relaxation and the challenges of mediation, Calm Creations collates bespoke art supply boxes with easy to follow instructions that are shipped directly to customers houses on a subscription basis.
05/30/2019
Financial services firms to build on fintech opportunities in Japan
There is room for improvement in terms of digital transformation in the world's third-largest economy.
05/29/2019
Inside HSBC’s digital hub with CTO Jack Bennie
HSBC Origination’s CTO and Global Head of Product adopt tech methods and re-invent the digital journey
05/29/2019
Robo-Advisors Started Fighting over the HNWI Market
High-net-worth individuals (HNWIs) are still keeping their millions away from startups, as these involve risk.
05/29/2019
Why first-time investors find the simplicity of the Groww app refreshing in the crowded wealth management app market
Despite heavy competition in the wealth management space, Groww has been able to differentiate itself and maintain an impressive growth trajectory.