Managers of Wealth Fintech

Allan Gray consolidates investment systems on Charles River's IMS

Charles River’s comprehensive support for all asset classes further enables Allan Gray’s investment management processes

The importance of digital communications for wealth managers in Asia and beyond

Clients that prefer an online experience and are used to accessing information at the touch of an app - or click of a mouse are likely to be frustrated by paper documents and emails containing PDFs. Yet that is exactly how many wealth managers continue to

LPL Financial Selects SS&C's Black Diamond

Black Diamond® Wealth Platform will be available to LPL's 16,000+ financial advisors

ERI wins the "Best Private Banking System"

Systems in the City Awards are positioned as being a leading endorsement for suppliers of services and systems to the regulated financial services sector in the United Kingdom.

Credit Suisse’s NEXT Investors fund raises US$261 million

Switzerland-based Credit Suisse AM had $410 billion of assets under management as at March 31, 2018.

Fintech firm expands partnership with regulatory data exchange

JHC and Silverfinch originally partnered in 2017 ahead of January’s MiFID II deadline, which dictated that wealth managers provide full transparency around any costs and charges levied to their customers.

Schroders in talks to join UK fintech body

Talks confirmed just days after the asset management sector set up a fintech accelerator

Investors in British fintech giant FNZ plot £2bn sale

The two private equity backers of FNZ Group are drawing up plans to offload their stakes later this year, Sky News learns.

1MDB-tainted Falcon bank taps new market in Switzerland's 'Crypto Valley'

Falcon Bank and Liechtenstein's Bank Frick are among a very limited number of the 150-plus private banks in Switzerland and the neighbouring duchy that have begun offering clients a direct way to invest in the volatile asset class.

Asian Asset Manager Focusing on Family Offices to Launch Crypto-Custody Solution

The service’s launch is planned for the fourth quarter of 2018.

Avaloq Named a Leader in Magic Quadrant for Global Retail Core Banking

The annual Magic Quadrant report from IT research firm Gartner evaluates core banking vendors against a range of factors such as their ability to execute, viability and completeness of vision.

Wealth Dynamix Named Double Winners

The firm provides Client Lifecycle Management solutions for the Wealth and Investment Management industry.

Catalyst Development adds partner in asset and wealth management practice

Catalyst has announced the appointment of Clare Vincent-Silk as a Partner within its asset and wealth management practice.

Profile Software upgrades Axia 2.0

Through the long standing partnership with Microsoft, Axia, the upgraded investment management platform has gone live using Microsoft Azure PaaS and IaaS resources.

Cognizant Helps Swiss private bank transform next generation of core banking capabilities

We are witnessing a fundamental shift in how our customers prefer to engage with us

Taking a hedge fund mentality to online wealth management

Negativity around robo and investment technology a few years ago prompted former hedge fund executives Ian Cadby and Jonathan Wauton to get into the online wealth management space, culminating in the launch of platform Tiller on Monday.

Online wealth manager Tiller launches

The platform is powered by SEI investments’ comprehensive operating platform designed to support sophisticated wealth managers and private banks.

Hedgie robo targets institutional and private client cash

The minimum investment for private clients is £10,000.

Temenos extends contract with Northern Trust

At Northern Trust we are committed to evolving our services and solutions to best support our clients’ requirements

10 tips for banks bridging the digital divide in wealth management

The following are 10 tips for bringing together digital banking and financial advice to make banks more competitive.

Wealth & Asset Management