12/19/2017
Dirk Klee: «We Built Sort of iPhone»
Talented private bankers are hard to come by, so they need to be equipped with digital tools, UBS wealth management operating chief Dirk Klee tells finews.asia.
Wealth & Asset Management
12/19/2017
China Finance Online, CISC partner to develop new technology for wealth managers
The two companies will also conduct co-branded events and co-developed training programmes for CISC’s wealth advisers.
12/18/2017
Utmost Wealth and Generali PanEurope to merge
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 wins Private Banker International Award for Excellence in Customer Experience
Finantix sales and advisory software is trusted by financial institutions in more than 40 countries
12/14/2017
SEI Wealth Platform Ranked as a Leading Wealth Management Solution
SEI Recognized for Advanced Wealth Management Technology and Depth of Client Service by Celent
12/14/2017
Chilton Trust Company selects digital wealth platform
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
Fundnel Teams Up With Thirdrock To Accelerate Asian Growth Companies
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
Clade: 24/7 Think-Tank for Ultra-Rich
It isn’t easy to get hold of Jonathan Lipton these days.
12/11/2017
Senate Tax Plan Could Also Hit Digital Wealth Advisers
Algorithms that prioritize sales of share lots that have lost value would become less effective
12/07/2017
Wealth migrate continues expansion with new uk office
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
Morgan Stanley Wealth Management launches online platform
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
ABN Amro launches digital wealth management unit Prospery in Germany
Prospery, an initiative of ABN AMRO, is the first in Europe to offer a proposition such as this.
12/05/2017
Itaú selects Temenos’ WealthSuite for its international private banking business
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
Worldsource Financial Management selects Broadridge's Wealth Management Platform
Integrated suite of fund management products offers enhanced advisor and investor experiences
12/04/2017
UBS Launches Digital Hub
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
Forward, comrades, to the past! by Tim Price
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
Wealth management sector’s complacency about its apps
Many banks still fail to offer their clients a valuable and personalised digital journey
11/30/2017
Offshore wealth management software provider inks cyber-security tie up
“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
Vontobel launches first digital platform covering corporate finance themes
“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
How tech is changing wealth management
It’s no surprise, then, that banks are evolving their digital offering to adapt to evolving customer needs.