12/22/2017
UBS SmartWealth wins award
Investments are managed by the same global team of experts who manage the wealth of UBS’s high-net-worth client base.
Wealth & Asset Management
12/22/2017
UBS eyes wider rollout of online wealth management service
SmartWealth could be expanded on the back of the bank’s newly unified IT platform, which excludes only the bank’s U.S. private banking business which is run out of a separate American division.
12/21/2017
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.
12/20/2017
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.
12/20/2017
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
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.
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.