07/07/2022
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.
Wealth & Asset Management
07/07/2022
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.
07/06/2022
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.
07/06/2022
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
07/06/2022
First Trust Buys Direct Indexing Platform Veriti
Veriti, built for advisor workflows, hopes to benefit from First Trust's large and loyal advisor network.
07/04/2022
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.
07/04/2022
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.
07/04/2022
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.
06/30/2022
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.
06/30/2022
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.
06/30/2022
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.
06/28/2022
Credit Suisse bolsters compliance, plans cost cuts from technology for turnaround
The Swiss bank has been slammed for a lack of adequate staffing in risk and compliance
06/27/2022
The role of wealth managers in decision making: Elon Musk Twitter deal
In this article, we’ll give a quick rundown of the major developments and the role of wealth managers in the deal.
06/23/2022
Wealth Dynamix launches first simplified Client Lifecycle Management benefit calculator for Wealth Managers
The use cases include increases to prospect win rate and share of wallet via responsive nurture processes and opportunity management.
06/22/2022
Citi Partners with METACO to Develop Institutional Digital Asset Custody Capabilities
This strategic partnership enables Citi to extend its existing capabilities to digital assets while leveraging its current technological, operating and servicing model.
06/22/2022
Mako Fintech SOC 2 Certification Increases Institutional-Grade Security to Canadian Wealth Managers
Wealth managers should have confidence that their data is safe
06/21/2022
Losing money is par for the course with experienced investors
The very richest usually cope with substantial losses, but it can be a different story for those who made their millions quickly
06/21/2022
Wealth Wizards releases financial wellbeing app
Royal London is already using Turo Wellbeing to create a series of personalised journeys to help their customers improve their financial wellbeing and retirement prospects, through a guidance-only pathway.
06/20/2022
With the tech juggernaut slowing down, where next for investors?
The tech sector experienced exponential growth during the pandemic but is now facing a downturn prompting investors to look elsewhere.
06/20/2022
Leveraging Fintech Partners To Create The Next-Gen Wealth Management Tech Solutions
Each of these areas of demand continues to increase—most notably, clients and consumers of all ages and demographics expect more personalized attention-they expect their advisors to “get them.”