Managers of Wealth Fintech

SJP plans 10-day blackout for replatforming

It is understood clients will still be able to continue making investments during the down period.

Courtiers switches on digital wealth management with InvestCloud

Global FinTech firm deploys Courtiers client portal as UK wealth manager transitions to all-digital proposition

HSBC Partners with Marstone for Digital Client Engagement, Broadening Its Audience and Easing Access to Wealth Management

The partnership begins piloting later this month and is fully integrated with HSBC’s custodian, Pershing, a Bank of New York-Mellon Company.

Global wealth up 4.6% to US$317 trillion

Credit Suisse Research Institute publishes ninth edition of the Global Wealth Report

Touchstone steers expansion course in Asia for its NavOne wealth management software

The expansion comes as rationalisation takes place in the global trustee market

Digital Wealth Manager Liqid Raises €33M

The company is using the funds to continue to expand operations.

CIBC FirstCaribbean is harnessing technology for the benefit of its customers

Forward-thinking banks like CIBC FirstCaribbean have made technology central to their operations in order to offer customers the most reliable and adaptable financial products and services

The Future Advice Customer: A Very Different Person

For inspiration, we need to look at how other brands are using machine learning to enhance the life of our customer while also driving their business forward.

Financial Services in The Bahamas: Beating Disruption with Innovation

The Bahamas Government has made digital technology a critical element of the national development plan.

HSBC Global Private Banking Partners with iCapital Network to Enhance Alternatives Offering for High Net Worth Clients

The partnership is part of Global Private Banking’s initiative to enhance investment management capabilities and expand its product offering for high-net-worth clients.

Wealth tech firm gets new owners

FNZ is now the European market leader with a broad service offering.

BITA Risk and First Rate Partner to Offer Integrated Wealth Management Solution

“We believe that it will be a step change to be able to bring the opportunity of full GIPS compliant performance analysis to our clients,” said Daryl Roxburgh, Global Head of BITA Risk.

Singapore's first robo-advisor unveils next level in customer experience

CONNECT by Crossbridge has also optimised its existing user interface based on extensive user testing and analysis to provide an enhanced wealth management experience.

Nutmeg loss deepens as regulatory burden bites

The robo-adviser has also launched fixed portfolios, to complement its previously offered fully managed service to approach new type customers, last year.

Capgemini acquires 20 percent stake in Indosuez's outsourcing arm

This equity investment confirms the strategic ambition of the two groups to set a global benchmark in technology outsourcing services and banking transactions for the wealth management sector and mid-sized universal banks.

Credit Suisse to Use Apple Business Chat for Rich Asian Clients

A former Jefferies Group LLC banker was fined in the U.K. last year for sharing confidential information on WhatsApp.

UK-based wealth manager selects Cybereason

"Cybereason is the only company that doesn't repurpose off-the-shelf-database technologies and generic machine learning algorithms."

RBS prepares to launch new digital bank

It is reported that RBS executives aim to migrate one million customers from its NatWest subsidiary to the new mobile-only banking platform, although no customers will be forced to switch.

Automation For The Bank And For The Advisor by Objectway

This is a boon for every wealth management organization as of today

SEI Advisor Network Gains New Identity as Independent Advisor Solutions by SEI

Change Reflects Enhanced Technology Solution, Financial Advisory Firms Transition to the SEI Wealth Platform

Wealth & Asset Management