08/11/2017
JHC launches risk analytics tool for wealth managers
This is the first time that wealth managers and private bankers will be able to access detailed and timely risk data on-the-go
Wealth & Asset Management
08/10/2017
Robo-Adviser Worth the Effort?
What about investing in bespoke digital initiatives to win a new generation of wealthy clients?
08/09/2017
Asset Management: Digitalization, But Quickly
The changes in asset management are not only fundamental, they are life threatening: the latest wave of mergers and takeovers should set the alarm bells ringing for an industry which already sees itself under threat.
08/08/2017
Gartner’s study shows that ERI is one of the top vendors in Western Europe
In terms of number of clients
08/08/2017
International private bank Opts for Wolters Kluwer
LGT will be specifically using the Regulatory Reporting functionality for Singapore and Hong Kong.
08/07/2017
Wealth begins its blockchain reaction
He makes it no secret that the BNP Paribas expansion strategy is deliberate and the company is exposed to blockchain "in every way possible."
08/07/2017
Morgan Stanley Is Pitching Big Data Against Robos
The brokerage’s wealth management model is based on personal relationships, so advice without human input goes against its culture and business model, according to Davenport and Bean.
08/04/2017
Nikko Asset Management to invest in US fintech researcher
New York startup aided Japanese company with successful financial tech fund
08/04/2017
Robo-adviser Moneyfarm expects profitability by 2019
The firm has reported total losses of £6.4 million in 2016, but claims this was in line with its agreed targets.
08/04/2017
Thomson Reuters Adds Three New Wealth Management Firms to its Platform
Trio of partnerships offers Thomson Reuters customers the resources to grow managed accounts revenue; bolsters portfolio of service provider partnerships.
08/03/2017
UBS COO Axel Lehmann on fintech: Banking jobs 'will completely change'
UBS Chief Operating Officer Axel Lehmann says AI will "fundamentally change the banking business"
08/03/2017
RPA technology and AI will enhance hedge fund client relationships
This means that users can now download global financial data for pricing for all security types, benchmark yield downloads and corporate actions.
08/03/2017
SEI Adds $2 Billion in New Defined Contribution Assets
SEI currently manages retirement plan assets for over 350 plan sponsors worldwide, representing over $60 billion in assets.
08/03/2017
IRESS launches XPLAN iAssist
The service can be easily deactivated and reactivated as needed and is available within the latest release of XPLAN.
08/02/2017
Waters Rankings 2017: Best Accounting System Provider—SS&C Advent
APX and Geneva prove unstoppable this year as SS&C Advent looks at new ways of serving new clients
08/02/2017
Leading UK wealth manager chooses BITA Monitor
To Enhance Risk Oversight on £21.8 Billion of Private Client Assets
07/31/2017
Your Banker Is Always In: Sweden Rolls Out the Robots
Swedbank AB is adding to the skills of its virtual assistant, Nina.
07/28/2017
FNZ doubles profits after scoring big name platform projects
Assets under administration increased by 46.8 per cent from the 2015 result
07/28/2017
Basellandschaftliche Kantonalbank launches digital wealth manager
The new product sits within the cantonal bank’s e-banking system and allows customers to implement online asset allocation via ETFs.
07/28/2017
FinFolio Launches Standalone Wealth Management API
The inspiration for wealthlab.io came to the FinFolio team as they reviewed the internal tools the company used to operate on a day to day basis.