02/21/2017
Rathbones, Brooks and LGT Vestra sign up with tech firm
The news comes after PwC's annual CEO survey warned wealth and fund firms risk be 'swept away' in the technological revolution in financial services.
Wealth & Asset Management
02/20/2017
The Factors Transforming Client Onboarding in Wealth Management - Part II
Today’s digital technology is a strategic asset to help create an efficient client experience.
02/20/2017
Euclidea goes live with private banking service available to all
Euclidea provides personalised investment management solutions with high quality standards, half the management fees compared to traditional wealth managers and a comparatively low minimum investment of €10,000.
02/20/2017
Euclidea goes live with private banking service available to all
Supervised by the Bank of Italy, in November 2016 Euclidea received authorisation from Consob to operate as Investment Manager.
02/17/2017
T3: 2017 expected to herald new era of 'mature' fintech M&A
The increasing number of deals is just a sign of the further maturation of this space
02/17/2017
Driving top and bottom lines with digital onboarding
Organisations need to focus on some key aspects of running their business
02/16/2017
Schroders' Fuei: ETFs won’t work in age of tech disruption
What does this technological disruption mean for your money?
02/16/2017
OMW launches annual allowance calculator for advisers
Responding to adviser demand
02/15/2017
Temenos announces outstanding FY 2016 with total software licensing growth of 21% and earnings growth of 20%
2016 has been another outstanding year for Temenos, coming off the back of a record 2015.
02/14/2017
Wealth management IT firm boosts revenue
Earnings before interest, taxes, depreciation and amortisation increased 41% to CHF 82 million from CHF 58 million in 2015, a year characterised by significant up-front investments in new digital banking technologies, Software as a Service solutions and
02/14/2017
Go-lives power Avaloq revenue rise
Avaloq has largely completed its transformation from a pure play software company to an integrated service provider
02/14/2017
Accenture acquires InvestTech Systems Consulting for undisclosed sum
The investment management space has, for some time, faced considerable pressures from digitalisation – from demand from clients for improved services, to technologies that cut costs, improve returns and reduce risks.
02/13/2017
Charles River Wins “Best Portfolio Management Solution” at WealthBriefing Swiss Awards 2017
Charles River’s wealth management solution supports the entire investment lifecycle
02/10/2017
DBS wealth management clients get all-in-one mobile app
DBS Bank unveiled a new feature of its platform for its wealth management clients
02/10/2017
Asia, wealth management technology has developed
Asia, wealth management technology has developed
02/09/2017
Objectway Releases Enhanced Wealth Management Platform
The solution implements an innovative concept of integrated platform including components for digital experience, portfolio management, CRM and investment operations whilst adding new ones for real-time data analysis and expats business management. Object
02/08/2017
Singaporean startup that connects investors with wealth experts raises US$705K
WEALTH will use the funding to build up its technological capabilities, and accelerate hiring and expansion efforts
02/08/2017
Wealth management marketplace raises funding to connect rich people to more opportunities
Singapore based Wealth helps high net worth individuals seek out wealth management experts and investment opportunities
02/07/2017
Driving a digital revolution in India
Business leaders of traditional wealth management firms in India are eyeing opportunities from the emergence of new technologies
02/07/2017
Sanlam launches instant insurance app
Insurance app was built on observations of how the digital era has transformed the way consumers buy products