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.
Wealth & Asset Management
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
07/30/2018
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
07/27/2018
LPL Financial Selects SS&C's Black Diamond
Black Diamond® Wealth Platform will be available to LPL's 16,000+ financial advisors
07/27/2018
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.
07/26/2018
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.
07/25/2018
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.
07/25/2018
Schroders in talks to join UK fintech body
Talks confirmed just days after the asset management sector set up a fintech accelerator
07/24/2018
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.
07/24/2018
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.
07/23/2018
Asian Asset Manager Focusing on Family Offices to Launch Crypto-Custody Solution
The service’s launch is planned for the fourth quarter of 2018.
07/23/2018
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.
07/22/2018
Wealth Dynamix Named Double Winners
The firm provides Client Lifecycle Management solutions for the Wealth and Investment Management industry.
07/19/2018
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.
07/19/2018
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.
07/19/2018
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
07/17/2018
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.