Managers of Wealth Fintech

Ellevest Now Offers Traditional, High-Touch Wealth Management

Investors with at least $1 million are eligible for the automated investing platform’s private wealth management service.

Avaloq wins as «Outstanding Wealth Management Technology Provider» at the 2017 PBI Awards

The win also acknowledges Avaloq’s market success with private banks and wealth managers choosing Avaloq technology and services to accelerate their profitable growth.

Wealth and Asset Management Firms Are Ahead of Banks in Race to Embrace New Technology

65% of respondents working on the buy-side believe technology is fundamental to the survival of their business

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.

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.

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”.

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

SEI Wealth Platform Ranked as a Leading Wealth Management Solution

SEI Recognized for Advanced Wealth Management Technology and Depth of Client Service by Celent

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.

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.

Clade: 24/7 Think-Tank for Ultra-Rich

It isn’t easy to get hold of Jonathan Lipton these days.

Senate Tax Plan Could Also Hit Digital Wealth Advisers

Algorithms that prioritize sales of share lots that have lost value would become less effective

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

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

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.

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.

Worldsource Financial Management selects Broadridge's Wealth Management Platform

Integrated suite of fund management products offers enhanced advisor and investor experiences

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.

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.

Wealth management sector’s complacency about its apps

Many banks still fail to offer their clients a valuable and personalised digital journey

Wealth & Asset Management