08/22/2018
Private Banking: What If a Clients Asks for Cryptos
Big banks in general are keeping their distance to the crypto asset class
Wealth & Asset Management
08/22/2018
Wealth management must join the Digital Revolution
By 2030 the generational transfer of wealth is estimated to be worth 4 trillion USD.
08/21/2018
12 Tools To Run Your Family Office Like A Silicon Valley Startup
As the sheer speed of change today in virtually every business and communications sphere nears the social equivalent of light-speed, many older family offices have had difficulty keeping their services relevant.
08/16/2018
Industrial Bank creates new Hong Kong Private Banking Business with Avaloq Banking Suite
In conjunction with Avaloq’s premium implementation partner Orbium, the Avaloq Banking Suite was implemented in just six months.
08/16/2018
BCGE boosts digital strategy with IT investment
The firm is a joint venture between several IT security and development companies and 'aims to offer a simple, secure and open digital identification system that complies with all legal requirements in terms of user data protection'.
08/16/2018
AAA-rated Pictet-Robotics manager ups cash stack
The Pictet-Robotics fund returned 58.6% in US dollar terms over the three years to the end of July 2018.
08/16/2018
Standalone robo-advisers struggling to survive
Has the wealth management industry reached peak robo?
08/15/2018
Robo, blockchain and predictive analytics – applications in wealth management
FNZ first started in New Zealand in 2004 and is now headquartered in the UK where it is the market leader.
08/14/2018
RegTech solutions for the digitisation of client onboarding
IMTF, with headquarters in Switzerland, offers to FIs across the world innovative and reliable RegTech solutions for automated onboarding, KYC/EDD, AML and Fraud helping them deliver a better client experience, increase efficiency, and achieve significant
08/14/2018
Adapting wealth management for a BigTech world
The rise of BigTech and consequent encroachment into wealth management is now inevitable
08/14/2018
UBS reduces IT outsourcing to Cognizant sharply
Cognizant and UBS have had over a decade-long relationship.
08/09/2018
Private banks enhance digital infrastructure in Asia
The trend of digital transformation in the private banking space will not reduce jobs
08/09/2018
RIA choices for automated advice multiply
For digital wealth management, advisors are now spoiled for choice.
08/09/2018
RIA choices for automated advice multiply
For digital wealth management, advisors are now spoiled for choice.
08/02/2018
Adviser puts robo service on ice
One of the areas where Mr Rush said he was looking to improve the service was in how vulnerable clients were serviced, something he said his experiences helping steelworkers with their pensions had emphasised.
08/02/2018
Enhanced customer onboarding must be a wealth management priority
By combining a user-friendly, customisable and personalised front-end with a robust back-end, firms usually accomplish better customer fulfilment.
08/02/2018
SS&C to acquire investment management solutions firm
Strategic move will strengthen SS&C’s front-to-back office suite of technology
08/01/2018
Enhanced Customer Onboarding is a Wealth Management Priority
o effectively address competitive challenges, Wealth Management firms tend to deploy technologies that stipulate the uniqueness and personalisation of their customer service.
07/31/2018
Aegon tasks 200 more people with tackling platform woes
Aegon bought Cofunds in 2016 for £140m and had been planning the integration of the two platforms ever since.
07/31/2018
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