12/18/2017
Life Company Consolidation Group is to acquire Generali PanEurope with plans to create a specialist wealth manager by combining it with Utmost Wealth Solutions in a show of “commitment to the international life market”.
12/18/2017
Finantix sales and advisory software is trusted by financial institutions in more than 40 countries
12/14/2017
SEI Recognized for Advanced Wealth Management Technology and Depth of Client Service by Celent
12/14/2017
The firm has instilled a client-centric culture, and is using the platform to ensure it offers the right, scalable services to clients today, while also future-proofing for the next generation of investors.
12/13/2017
The collaboration marks the birth of a cross-referral program that brings the deal pipeline of both entities together into a data-driven funnel that quantitatively assesses applicant companies to determine the viability of each funding opportunity.
12/11/2017
It isn’t easy to get hold of Jonathan Lipton these days.
12/11/2017
Algorithms that prioritize sales of share lots that have lost value would become less effective
12/07/2017
The global real estate investment marketplace has opened a new office in the UK and appointed a new regional CEO to meet growing demand
12/05/2017
Launch of online investing platform is part of Morgan Stanley’s enhanced offering of digital tools to help investors meet financial goals
12/05/2017
Prospery, an initiative of ABN AMRO, is the first in Europe to offer a proposition such as this.
12/05/2017
Temenos’ WealthSuite will be implemented in a big bang approach, allowing the business to benefit from the new technology in the quickest timeframe.
12/05/2017
Integrated suite of fund management products offers enhanced advisor and investor experiences
12/04/2017
Swiss banking giant UBS inaugurated a new digital centre in Hong Kong. One of its aspirations is to bring wealthy clients and startups closer together to forge collaborations.
12/03/2017
November 1977, when troops were called out to replace them, complete with Green Goddess vehicles not wholly fit for purpose given that they hailed from the 1950s.
12/01/2017
Many banks still fail to offer their clients a valuable and personalised digital journey
11/30/2017
“The Panama Papers was a result of a security breach and it is clear with the recent Paradise Papers that the industry has failed to learn the lessons of the past. Given the nature of sensitive data that private banks and wealth managers have acces
11/30/2017
“With our new information portal, we want to promote dialogue and foster knowledge of corporate finance,” said Hanspeter Gehrer, Head of Vontobel Corporate Finance.
11/29/2017
It’s no surprise, then, that banks are evolving their digital offering to adapt to evolving customer needs.
11/27/2017
The growing demand for data analytics, portfolio rebalancing solutions and machine learning capabilities have both wealth managers and tech companies lining up to acquire early-stage wealthtech companies.
11/27/2017
IPBS looks at why wealth managers need to respond accordingly by reshaping products and services and investing in transformational technologies.