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
Wealth & Asset Management
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.
10/09/2019
South African fintech firm secures majority stake in Liechtenstein PB
The transaction, which is subject to the approval of the Liechtenstein Financial Market Authority, is expected to close in March 2020.
10/09/2019
UK Retail Investors Switch Wealth Managers due to Poor Digital Experience
A strong digital proposition is a necessity for any organisation offering wealth management services and not a luxury.
10/08/2019
Singapore robo adviser AutoWealth to raise US$3 million for regional expansion, sources say
Another person familiar with AutoWealth’s plans says the funds raised could also be used to explore opportunities in other Southeast Asian countries, including Indonesia.
10/08/2019
Robo-advisor performance: September 2019
Nearly all portfolios delivered positive returns last month.
10/07/2019
Online wealth manager Nutmeg reveals widening losses
Group attracts strong financial backing despite never having made a profit
10/07/2019
Broadridge Adds Sisense Analytics to Buy-side Revenue and Expense Management Capabilities
Dynamic data analytics will provide clients with improved reporting and real-time, actionable insights
10/06/2019
Robots to cut 200 000 US bank jobs in next decade, study says
Push towards automation to reduce headcount in the sector.
10/04/2019
Refinitiv and SigFig Partner to deliver digital advice technology solutions to wealth management clients
The latest research from Refinitiv shows that the pace of digital evolution is quickening.
10/03/2019
Focus Solutions awarded ISO 27001 certification
The certification was granted following a rigorous external audit of all of Focus’ activities by the leading ISO certification specialist QAS International Ltd.
10/03/2019
Multi-Family Office Chooses d1g1t as its Enterprise Wealth Management Platform
The d1g1t platform provides Forthlane with a comprehensive enterprise wealth management platform to manage all aspects of their business
10/03/2019
Asian family offices turning to tech, sustainable investment
Less emphasis on speculative foreign-exchange trading, says UBS