11/05/2018
Singapore-based digital wealth startup expands to UAE
The spokesman added that wealth penetration within banks in the Middle East has been low for private and retail banking customers.
Wealth & Asset Management
11/05/2018
Wealth Dynamix appoints head of Asia Pacific
To spearhead the growth of the business across the region, Dominic Gamble joins as Head of Asia Pacific and will be based out of the newly opened office in Singapore.
11/05/2018
Avaloq named Star Performer
Avaloq increased their use of robotic process automation (RPA) and plans to apply artificial intelligence techniques to maximize automation levels and minimize operational risk.
11/05/2018
Billionaire buys a majority stake in TymeBank
Patrice Motsepe buys a majority stake in TymeBank
11/04/2018
SS&C Delivers Another Earnings Beat (and Another Huge Acquisition)
From effective expense management to its third big acquisition this year, the financial services software leader is on a roll.
11/02/2018
Private Wealth Systems Launches Industry-First Digital Ecosystem for Family Offices
New digital destination created to meet growing demand by ultra-high net worth individuals and family offices for streamlined operational oversight and intelligent control over all aspects of their sophisticated wealth
11/01/2018
Pershing Expands Access to Managed Accounts Solution
Managed360 is a wrap program offered through BNY Mellon's Lockwood Advisors, Inc. (Lockwood), an affiliate of Pershing LLC.
11/01/2018
Coutts launches ‘Coutts Invest Pension’
Clients can select from five low-cost investment funds, depending on their risk tolerance. The funds are actively managed by Coutts’s highly experienced investment team.
11/01/2018
Goldman Sachs bought the app Clarity Money. Now it's putting it to work
The change, made possible by the acquisition, lets customers access accounts with much higher interest
10/31/2018
Future-proofing via Digital Transformation of the Wealth Management Offering
Tech disruption – coming sooner or later
10/31/2018
Envestnet | Tamarac Announces Integration with Wealth Access
Wealth Access provides collaborative financial management tools for advisors serving high net worth clients.
10/30/2018
Next Gens to drive Family Office Investments into disruptive technology
In the past, getting access to early rounds of technology stock, which can generate triple digit returns, has been notoriously difficult for private investors.
10/29/2018
Crealogix Sells Robo Adviser to Private Bank
The robotic relationship manager also allows the client to get in touch with a human adviser at the bank
10/29/2018
Wealthify partners with online money app
Yolt and Wealthify announce in-app integration
10/26/2018
IRESS launches new client portal
Financial technology business IRESS today announces the launch of its next-generation client portal with a clear focus on engagement.
10/26/2018
Crealogix Sells Robo Adviser to German Bank
The robotic relationship manager also allows the client to get in touch with a human adviser at the bank
10/25/2018
Citi Launches Live Chat in Hong Kong
U.S. banking giant Citi is the first bank to introduce text, audio and video banking for the affluent segment in the territory. Following the launch, the technology is also going to be introduced in other parts of Asia.
10/24/2018
Alexa wealth management is developing faster than you think
The application was built for a wealth management client, and what he showed off was a truncated version for the audience demonstration that took just two weeks to build.
10/24/2018
Broadridge launches new global asset servicing solution
The Broadridge global asset servicing solution helps firms mitigate these drawbacks by standardising and automating processes for announcements, notifications, elections, accruals, entitlements, and settlements globally.
10/23/2018
Goldman moves digital bank to wealth unit
Marcus, which makes personal loans online, will be pitched to the wealth management division's clients