Managers of Wealth Fintech

Embracing Digital Transformation In Family Offices

These are the firms that manage the wealth of ultrahigh net worth families globally.

Envestnet buys Redi2

This acquisition enhances our strategic enablement of service and data, and over the next two years will create operating leverage by bringing Envestnet and Redi2’s administrative, revenue, and billing services together.

Objectway Suite Named Best Wealth Management Solution

The digital transformation has encouraged more Fintech providers to come to the market and the pressure on these firms to provide further innovation intensifies year on year.

How wealth managers can prepare for MiFID II ESG update

Firms will need to have their ESG questioning ready and the translation of their advice into portfolios and reporting.

WeLab Bank Launches GoWealth and Becomes Asia's 1st Purely-digital Bank to Launch Digital Wealth Advisory Solution

Understanding these pain points, WeLab Bank is determined to digitalize and democratize wealth advisory through GoWealth.

Indosuez distinguished at the PWM Wealth Tech Awards 2022

This award recognises the digital strategy and innovation momentum built to meet the expectations of both clients and employees.

The private banking industry found it harder to fill regtech vacancies in Q2 2022

We've analysed the length of time job ads were live online across the job market using GlobalData figures

First Trust Buys Direct Indexing Platform Veriti

Veriti, built for advisor workflows, hopes to benefit from First Trust's large and loyal advisor network.

AutoRek wins ‘Best CASS Solution’ Award at Goodacre’s Systems in the City FinTech Awards 2022

The Awards provide an important point of reference for user firms assessing the suitability of their operational infrastructure.

IBS Intelligence awards Objectway #1 for Private Banking and Wealth Management deals

This year, IBSi SLT assessed systems purchases made by over 1000+ banks across 250+ products from 60 suppliers.

Contemi Wins Best 'Corporate Actions Solution' Award at the Goodacre Systems in the City Fintech Awards 2022

The awards aim to highlight system suppliers' excellence within the UK financial services industry.

Research finds wealth managers face growing pressure from clients to advise on digital and crypto assets

More than three-quarters (78 per cent) of professional investors believe wealth managers will lose clients if they choose not to offer advice around crypto and digital assets or access to funds investing in them.

Schroders’ Engagement Blueprint wins influential sustainability award

The Blueprint encompasses six core themes: Climate Change, Corporate Governance, Diversity and Inclusion, Human Capital Management, Human Rights, Natural Capital and Biodiversity.

BNP Paribas Wealth Management further expands its digital services offering and launches a new solution dedicated to investing in private assets

This new solution is being progressively rolled out in all BNP Paribas Wealth Management markets and will be available to all private banking clients by the end of the third quarter of 2022.

Wealth & Asset Management