10/31/2022
Mashreq partners with FinIQ
To enhance client experience with an Integrated Wealth Management platform
Wealth & Asset Management
10/27/2022
Wealth managers to increase spending on client behaviour tech
As 49% claim they mainly rely on own intuition to assess their customers’ psychology
10/27/2022
Wealth management startup Sidekick scoops £3.33 million in pre-seed funding
The funding round, which was led by Ocotopus Ventures with participation from Seedcamp and Semantic
10/27/2022
Envestnet and FNZ team up
The integration of Envestnet’s and FNZ’s platform will allow for real-time account opening and funding along with digitally automated servicing and maintenance capabilities for the full lifecycle of the client account.
10/27/2022
Indonesia's Bank Central Asia signs with Avaloq
BCA is one of the key players in Indonesia’s banking sector, operating more than 1,000 branch offices throughout the country.
10/26/2022
UBS launches digital wealth management platform, WE.UBS, in Shenzhen, China
The platform provides both local and global investment solutions through a robust selection process, dedicated investor education as well as 24-hour tracking based on market developments.
10/26/2022
Janney Taps SS&C for Investment Performance Measurement and Reporting
SS&C offers a strong combination of advanced and scalable technology and operational expertise.
10/24/2022
Moneybox offers trading in individual US stocks
Moneybox helps people build wealth with confidence
10/21/2022
Envestnet launches Wealth Data platform
This expansion of the Wealth Data Platform is possible through Envestnet’s partnership with Snowflake, the Data Cloud company, and the Powered by Snowflake program.
10/21/2022
Hubwise AUM to grow to over £20bn this year
SS&C sees the purchase as a “strategic acquisition” that will boost the firm’s existing solutions for asset managers and discretionary wealth managers.
10/21/2022
AI in Wealth Management: A Win-Win for Clients and Advisors
Next-generation technologies unlock capabilities for improved prospecting, client personalization, and more
10/17/2022
Digital wealth manager buys stake in Hong Kong family office
Combined group has $4bn in AuM
10/17/2022
Global wealth set to contract over 2% in 2022
Average nominal growth of financial assets is expected to be at 4.6% until 2025, according to Allianz
10/17/2022
Zedra selects Clausematch for digital transformation
Zedra has acknowledged the volatile and rapidly evolving environment (regulatory, political, social, criminal) that the industry is facing.
10/14/2022
Temenos pre-announces Q3 2022 results
Ad hoc announcement pursuant to Art. 53 LR
10/13/2022
Global Asset Management Growth Expected to Slow
Broadridge expects significant opportunities to be had aligning business strategies to meet shifting secular trends, many of which, if missed, will increasingly bifurcate the market between winners and losers.
10/13/2022
Delio’s latest research finds it’s no longer a case of ‘if’ wealth managers offer private markets to clients, but ‘when and how’.
Clients have been increasingly demanding access to private markets as they seek access to asset classes that help to diversify their portfolios while potentially generating greater returns in a climate of increasing inflation and interest rates.
10/13/2022
Raffles Family Office Launches Digital Asset Platform
The platform aims to become a one-stop solution offering aggregator, independent asset management, gatekeeper, and private wealth advisory services to UHNW families with traditional assets as well as crypto-native investors.
10/13/2022
UBCI selects Profile Software’s Treasury Management solution
UBCI has a network of 103 branches operating in the very heart of Tunisia’s main economic centres.
10/12/2022
Fierce Competition Ahead as Less Than 100 Asset Managers Secure Two-Thirds of Industry Asset Flows
Broadridge whitepaper finds organic growth across the global asset management industry expected to slow into 2031, but identifies new standards of differentiation to help firms win