08/14/2018
UBS reduces IT outsourcing to Cognizant sharply
Cognizant and UBS have had over a decade-long relationship.
Wealth & Asset Management
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
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.