Managers of Wealth Fintech

Goldman Sachs considering expanding bitcoin operations further

The bank’s leadership has been “encouraged” by messages given by China’s leadership on opening access to the market, Solomon said.

HSBC Jade Launches Concierge Service with Innovative Digital Platform to High-Net-Worth Clients

A table at Noma, World Cup seats or Beyoncé tickets, all at the push of a button

ShapeShift aims to reinvent Swiss banking privacy

It also allows ShapeShift to operate without a banking license as a self-regulated organisation (SRO) in Switzerland

Envestnet Announces New Partnership with Hancock Whitney Bank

Thirty-four of the 50 leading banks use Envestnet to help design, develop, and deploy a more profitable operating model for managing their client's retail, high-net-worth, and institutional businesses.

Robo Advice and beyond. What are the gains?

Axia Robo Advisor with its cutting-edge technology achieves a unique user experience, delivering a complete offering of omni-channel wealth management services, adding significant value to their operations.

Robo-adviser Quantifeed secures $10m investment

"Our mission is to enable financial institutions transform themselves into providers of this service on a large scale. The additional funding allows us to fulfil this mission.”

Robo advice: what are the gains?

Regulatory changes and the emergence of digital entrants into the wealth management space have affected the industry in several ways. These - along with the business objective of expanding the potential client base through the provision of better and more

Bravura updates wealth management platform

Financial services software provider Bravura has made a number of updates to its wealth management platform Sonata.

No law for inheritance of digital assets or property, Judiciary reveals

Last year, mobile phone operators handed Sh500 million in mobile money deposits whose owners were not found.

African tech start-ups funding hits $195m

“When it comes to sustainable funding, African tech hubs tend to focus on demand-driven service models that solve problems and support the specific needs of an ecosystem.”

Global Merces Funds Management Selects SS&C

The expanded solution addresses a key demand by Australian boutique fund managers – the ability to leverage proven platforms and fully service the Australian fund management sector.

‘Next Gen’ clients seek greener, leaner wealth managers

Younger customers demand different services, funds and approach than their wealthy parents

Wealth Access Named Three-Time Finalist in the 2018 WealthManagement.com Industry Awards

The leading account aggregation and personal financial management (PFM) platform was nominated in the TECHNOLOGY PROVIDERS: Wealth Reporting/Personal Finance Managers category.

Morgan Stanley gives close-up look at new adviser technology suite

Firm betting tech will increase wallet share and move brokers towards financial planning

BlackRock woos wealth managers with its risk analytics software

The software was the star of BlackRock’s biannual investor day last week.

Avaloq Community Conference 2018

The one-day conference is packed with valuable sessions designed to help banks navigate the rapidly changing financial services industry.

BlackRock Woos Wealth Managers With Risk ‘X-Ray’ Tool

Morgan Stanley, UBS wealth units among those who’ve signed on

Robots will help to boost wages, says Deutsche Bank

Rather than taking jobs, this should enhance them, just as previous waves of technology have, they claim.

Revolut: Fintech Unicorn to Disrupt Wealth Management

Storonsky plans to provide an online equity trading platform without charging any commissions

South Africa’s Central Bank Debuts Interbank Settlement System on JPMorgan’s Quorum

The South African Reserve Bank (SARB) has released its report on Project Khokha, a Proof-of-Concept designed to simulate a real-world trial of a distributed ledger technology (DLT)-based wholesale payment and settlement system.

Wealth & Asset Management