11/17/2016
Lombard Risk expands Sales and Product team in Asia Pacific to support regional growth
New opportunities are opening up to us as financial services firms grow and look to new markets.
Wealth & Asset Management
11/17/2016
FNZ to build new BPO centre for Kleinwort Benson, SG Hambros and Société Générale’s private banking business
Kleinwort Benson is currently using the T24 core banking system provided by Temenos.
11/15/2016
Nutmeg raises £30m and forms key Asian strategic alliance
The fundraising comes after the digital wealth manager recently published its full-year results, which showed losses had widened to £9 million.
11/14/2016
Robo Advisors: Here's how to craft the optimal customer journey
The exhaustive report provides comprehensive answers and data on how to optimize the individual onboarding stages and details five best practices for each stage.
11/10/2016
Automation will play only supporting role in wealth management for some time
Wealth managers know they cannot ignore increasing automation in their sector, but their jobs are safe from robots for the time being
11/10/2016
Schroders takes stake in technology provider
Schroders and Benchmark did not disclose how big the stake is or how much was paid to obtain it.
11/08/2016
Will Bitcoin Become the new "Swiss Bank Account"?
This may lead some Americans to seek alternative ways to store value in a secure, private manner - and Bitcoin may be one ready solution.
11/08/2016
Vermilion selected for private client reporting at Redmayne-Bentley
It also enables Redmayne-Bentley to comply with client reporting requirements under MiFID II.
11/04/2016
Broadridge Expands its Wealth Management Capabilities Through Acquisition
Enhanced ability to help broker-dealers and wealth management firms with advisor support and transition to DOL Fiduciary Standards
11/03/2016
SS&C Evare Integrates with Schwab PortfolioCenter
As a new vendor in Schwab OpenView MarketSquare™, SS&C Evare helps Advisors grow AUM and improve investment decision making with holistic, accurate data
11/01/2016
Pershing Enhances its Lockwood Managed Solution
Included in the portfolios are a series of short, intermediate and long-term muni laddered portfolios, featuring national, state specific and state preference options.
11/01/2016
Crossbridge Capital unveils CONNECT, Singapore’s first digital advisory platform for accredited investors
CONNECT is being launched by an established independent wealth manager; Crossbridge Capital, which has US$3 billion under advisement.
10/31/2016
The robots are coming! Insight from Fintech Europe 2016 by Nick Baker
The combination of a unique venue, some excellent speakers and an audience more than willing to contribute, proved a winning formula. The fun wine tasting event held on board, was a brilliant end to the day.
10/27/2016
Wise Media Group announce new information portal “fintech-news”
Unveiled during FinTech Europe 2016 in London, the new window into the FinTech world is filled with news, research and much more
10/26/2016
Technology Disruption Driving M&A in Wealth Management
Firms are responding to changing client expectations by snatching up other tech providers
10/26/2016
UK Government to stage fintech conference
At the moment, the UK FinTech sector is falling behind other countries’ sectors in capital investment.
10/24/2016
SS&C Technologies acquires leading CRM solution firm
Clients include registered investment advisers (RIAs), broker-dealers, family offices, institutional wealth managers, and trust companies.
10/22/2016
Blockchain – wealth managers will observe from safe distance
Wealth managers are reserved when it comes to exploring the potential use cases for blockchain, says Bartosz Golba.
10/22/2016
Focus, service and flexibility produce Fintech success for ERI
In this interview, Nicholas Hacking, Sales Director – ERI, outlines how innovation has to be combined with risk and cost awareness to be able to deliver a consistent product that meets ever-expanding client expectations.
10/20/2016
Client Portal: Delivering the complete wealth picture
Go through our infographic and see how a client portal can support your business priorities, and ultimately give you a competitve edge over other organisations.