Managers of Wealth Fintech

Singapore firm to launch alts robo platform

Xen will be targeting accredited investors in Asia, including Hong Kong and Singapore, according to Katrina Cokeng, Singapore-based co-founder and CEO of the firm.

Objectway mentioned in Gartner’s Market Guide for Digital Banking Platforms

This Market Guide provides Gartner’s initial coverage of the market and focuses on the market definition, rationale for the market and market dynamics.

CI Financial to buy majority stake in Canadian robo-adviser

“We are delighted to enter this strategic partnership,” said Tea Nicola, Co-Founder and Chief Executive Officer of WealthBar.

Is It Time to Revisit the Mature, Manual Processing of Corporate Actions? by Matt Gunnel, Dion Global

The perception of reputational risk is also changing

Global Custodian’s Industry Leaders award winners announced

SS&C’s Bill Stone takes home Lifetime Achievement award as Pershing, Trident Trust, Ultimus, Digital Asset, BNP Paribas and Morgan Stanley all win big.

80% of Wealth Managers Think Their Firm's Technology Is Not Good Enough

InvestCloud launches The State of Digital Investment Management report 2018

IFP Chooses BNY Mellon's Albridge for Wealth Reporting

Albridge Wealth Reporting allows advisors to present a complete view of all client assets, even those held away.

Technology democratizes wealth management

Fintech opens many new opportunities for businesses to develop their range of services and tap into a broader client base, irrevocably democratizing wealth management

UBS Said to Prepare Cloud Move to Secret Microsoft Data Centers

Banks in Switzerland, the world’s largest center for offshore wealth, are under pressure to cut costs as low interest rates and the dismantling of the nation’s banking secrecy squeeze profits.

InvestCloud survey finds investment management industry falling short on digital offering

This survey shows that there is a clear need from both managers and investors alike not just for more digital adoption, but also for improving the overall quality of digital offerings.

Mashreq Bank’s digital transformation journey continues, with Microsoft Modern Workplace solutions

As part of this phase of the journey, Mashreq has adopted Microsoft Surface devices and Microsoft 365 (Windows 10, Office 365 and Enterprise Mobility and Security) – a solution that brings together productivity and collaboration capabilities with de

HNW Clients Want More Than 'Good' Service From Their Advisors

Ranked just as high by clients are trust and transparency.

Swanest launches Risk & Return Scanner for financial media

The Risk Scanner is easy to include in the website of any financial media and is available in two versions: a white-label solution on a subscription basis, or a branded version with a revenue-sharing model.

point launches FX solution for wealth managers

.point is chaired by a popular figure in the world of wealth management - one John Elder.

RBC Wealth Management - U.S. launches Client Risk Prevention Division

The firm is also the first in the industry to sponsor SIFMA's Senior Investor Protection Toolkit, aligning with its efforts to advocate for vulnerable and aging clients

Folio Rolls Out Robo Platform for Advisors, Investors

The wealth management industry is experiencing a dramatic transformation.

Avaloq Tackles Crypto Assets

Security and ease of use will be fundamental to the new solution

Balancing the ‘digital’ and ‘human’ in the wealth management sector by Penny Lovell

We realised that the financial services community, and more specifically, the wealth management remits, were lacking any form of platform or conversation space to explore important areas.

Standard Chartered plans to invest more in digital channels

With a renewed focus on strengthening its digital banking platforms to provide clients with multiple and convenient alternate banking channels

SS&C Advent takes two AFTA awards

Credit for the product’s success, as the AFTA judges agreed, is directly due to the project team

Wealth & Asset Management