08/28/2019
Geneva and Eze under one roof: a powerful combination
We are joining forces on account management and product development to ensure our clients experience the simplicity of working with a single provider.
Wealth & Asset Management
08/27/2019
Lloyds-Schroders venture hit by platform problems
"The new wealth platform will bring a number of benefits to clients including the ability to see all their investments in one place, online 24/7."
08/26/2019
Trends: Digital-only banks expected to gain traction in Asia-Pacific
Regulators in Hong Kong, Singapore and, more recently, Malaysia are at various stages of drafting relevant regulations and approval processes.
08/25/2019
Bravura Wealth Management revenue up 14pc
Wealth Management FY19 EBITDA increased 17% to A$53.9m (A$46.2m in FY18).
08/23/2019
Qatar banking sector shifts towards digital technology: OBG
“Globalisation and new cost structures, as well as digitalisation and consumerism, are pushing banks to redefine the business model in order to address pressures and sustain growth.”
08/23/2019
Results: Iress delivers stable half-year performance
Iress also reported that the company expects FY19 guidance to remain unchanged and in line with guidance.
08/22/2019
Tiger Global invests $15mn in wealth management startup INDwealth
INDwealth plans to utilise the capital to build its technology, artificial intelligence and advisory team.
08/22/2019
Wealth Wizards to launch DB abridged advice service
The FCA's 'abridged advice proposal is a lighter form of DB pension transfer advice which cannot recommend a client to transfer.
08/20/2019
Avaloq successfully onboards Banque Morval onto Intesa Sanpaolo’s BPaaS solution in just nine months
The merger of Intesa Sanpaolo Private Bank (Suisse), the Italian Intesa Sanpaolo group’s Swiss private banking subsidiary, and Banque Morval was completed in April last year and created the new legal entity Intesa Sanpaolo Private Bank (Suisse) Morv
08/19/2019
Digital Needs Of Both Asset And Wealth Managers
Both communities are looking for the tools, content, and capabilities they need to address their emerging business challenges during this digital transformation.
08/15/2019
Octopus to acquire wealth technology business for £10m
The firm currently has around £10m of assets on its platform and around 300 customers.
08/15/2019
Aberdeen Standard Investments Successfully Integrates and Extends Investor Servicing with SS&C
SS&C helped ASI successfully consolidate and standardize their investor servicing across the combined Aberdeen and Standard Life global operations.
08/15/2019
SS&C's Black Diamond Wealth Platform Integrates with RIA in a Box's MyRIACompliance Software to Provide Real-Time Updates
The integration is now live and available to RIA in a Box MyRIACompliance clients.
08/13/2019
CIBC Selects SEI Wealth Platform to Power Growth Strategy
SEI's Unified Wealth Management Solution Supports CIBC's Transformative Business Goals
08/13/2019
Latest Research Reports On Family Office Market 2019
It delivers a wide range of services including objective financial counsel, trusteeship, lifestyle management, tax and estate planning, risk management, coordination of professionals, investment advice, and foundation management.
08/13/2019
Walker Crips signs new tech deal in search for cost savings
We were looking for a business management system
08/12/2019
Adviser tech firm cuts prices
Advicefront has now changed its pricing structure in a bid to attract smaller firms.
08/09/2019
"We will continue to innovate to maintain our technological lead" – interview with Alexandre Zeller, Lombard Odier Partner
Working for a firm that is more than 220 years old and whose mission is to accelerate digitalisation is a challenge that attracted me!
08/09/2019
Removing the back-office burden for advisers
It can reduce data errors and free up advisers’ time – but only if done properly
08/07/2019
The Why and How of Transforming Wealth Management for the Digital Age
To shed more light on his comments, Roy summed up his vision as a clear focus on four standout characteristics - frictionless, ecosystem, deep insights and automation.