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Wealth & Asset Management

04/25/2022

Raquest and DIE SOFTWARE Objectway Group enter into strategic partnership

As part of the partnership, the RAQUEST software will be directly linked to Objectway‘s core banking solutions OBS via a standard interface.

04/25/2022

How the ground is shifting in the financial advice landscape

To improve the client experience, wealth managers and private banks will soon combine people with digital technologies

04/22/2022

GBST named in top 100 most innovative WealthTech companies in the world for the third year running

“Being recognised in the WealthTech100 list again is testimony to the quality of our market-leading solutions, the delivery of our services, and the incredible experience and dedication of our teams globally,” he said.

04/21/2022

Objectway in WealthTech100 list of tech companies transforming wealth and investment management and private banking

The global WealthTech market is projected to reach $11.9bn by 2030, according to FinTech Global.

04/18/2022

Rathbone Funds Extends Transfer Agent Relationship with SS&C

As part of the latest extension, Rathbone Funds will also leverage SS&C's Adviser OnLine, enabling advisers to access their portfolios and obtain commission reporting.

04/14/2022

FNZ and Clearstream to help asset managers monitor global trends

The new solution enabled by FNZ and Clearstream via its Fund Centre capabilities will provide asset managers with the global and regional intelligence they require to analyse market trends

04/14/2022

Mitigating Operational Risks in Legacy Systems

Firms need to review their systems holistically and regularly to identify weak points and areas for process improvement.

04/14/2022

Investment Performance & Risk: Presenting the Whole Picture

The challenge is bringing these investment performance and risk analytics together to provide investment professionals with the full suite of performance and risk analysis at their fingertips.

04/13/2022

Forrester outlines a future-fit vision for digital transformation

Sometimes a new platform can widen the gaps between legacy systems and customers’ needs.

04/12/2022

ADDX launches private market services for wealth managers

Corporate treasuries and family offices can also take part in the space via a corporate service to diversify their portfolios through private market products.

04/12/2022

Julius Baer breaks new ground in tech talent attraction

This makes it the first bank to target current and future tech talent via this popular digital environment.

04/11/2022

Maurituis: Virtual assets and intial token offerings now a reality

In its continued pursuit of attracting investors and building a resilient economy and establishing Mauritius as a hub for emerging technologies,

04/08/2022

Schroders introduces digital multi-asset portfolio in Thailand

The Schroders Growth & Income Solution comprises Thai-domiciled funds.

04/07/2022

Digital quo vadis: disruption or evolution?

The business as a whole had to embrace different methods of delivering a solution.

04/06/2022

HSBC launches metaverse investment fund

"We see many exciting opportunities in this space as companies of different backgrounds and sizes are flocking into the ecosystem."

04/04/2022

Wealth02 rebrands business following mergers

A new company logo and corporate website was planned for launch in May 2022.

04/04/2022

ERI Crowned Best Operational Efficiency Solution At The Asian Private Banker - 7th Technology Awards

ERI Singapore is extremely proud to have been recognised for the excellence and robustness of our technology solutions in APAC

04/04/2022

Use tech to tackle client wealth personalization challenge, report says

Survey indicates wealth managers who want to compete with tailored services must embrace digital technology

03/30/2022

Pinnacle Investments Selects Docupace

Fast-growing wealth manager streamlines operations, leans into scale

03/30/2022

How Wealth Firms Can Attract and Retain the Modern Investor

Our report is based on our survey of over 1,500 mass-affluent and high-net-worth investors across 13 countries.

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