Managers of Wealth Fintech

SEI Expands Strategic Partnership with the Association of Governing Boards of Universities and Colleges

OCIO Expands Leadership Role, Commitment to Serving as Resource for Higher Education Clients

Northern Trust allies with IHS Markit

Clients will benefit from an innovative service model with experts from both Northern Trust and IHS Markit supporting their tactical and strategic operational and technology needs.

WealthArc raises $4m

The firm has already integrated over 60 private banks from Switzerland

Avaloq crowned ‘Best Transaction Processing Solution’ provider

For the 2021 programme, the award’s judges commented on the strength of Avaloq’s submission, highlighting the evidence the firm provided on reversals and efficiency as well as the emphasis on the importance of both data integrity and speed.

Cognizant revenues fall into negative; subdued guidance for 2021

The quarter also took a 120bps impact from the exit of certain content services.

Palantir Poised for Swiss Move as Europe Hub

The U.S. data security firm is reportedly planning to build its European hub in a Swiss tax haven.

Embracing Digital in 2021

The technology research firm, Celent further bore this out in its Wealth Management Technology Forecast 2020-2023.

BNY Mellon Examines the Key Technologies and Initiatives Shaping the Future of Payments

The reports highlight that innovations in payments and digital currencies will ultimately allow banks to make domestic and cross-border transactions faster, more frictionless, efficient, transparent and cost-effective

SEI Unveils the SEI Systematic Core Strategies for Independent Advisors

Moving Traditional Passive Investing and Personalization Forward through Individual Stock Ownership

Digitalization: The Future of Wealth Management

The ground is shifting with the wealth getting passed on from baby boomers to Gen-X and millennials.

12 Powerful Wealth Management Trends. 12 Opportunities in 2021. Are you ready?

The pandemic has merely acted as a reminder for the industry to revisit its priorities to appropriately tackle these challenges, and it has been successful in doing so by accelerating the adoption of tech and opening the door for WealthTech.

Basel IAM strikes fund distribution deal with German fintech

The fund invests in long-term developments such as population growth, climate change, urbanisation and the technological evolution.

Broadridge Reports Second Quarter Fiscal Year 2021 Results

Total revenues increased 9% to $1,055 million from $969 million in the prior year period.

Refinitiv Wealth Management Report – ‘Redefining Investor Data Needs’ – Highlights the Growing Needs of Self-directed and Advisory Clients

The study finds that self-directed and advisory clients’ needs are rapidly changing.

Forrester report reveals top emerging technologies in banking in 2021

Banks, cites the report, are set to bet big on "hot" technology investments such as CX and openness

London Stock Exchange completes acquisition of Refinitiv

LSEG is focused on delivering the benefits of the transaction helping customers to access data, trading tools, analytics and risk management across the financial markets

SEI Reports Fourth-Quarter 2020 Financial Results

SEI Investments Company today announced financial results for the fourth-quarter 2020

BlackRock-backed robo-adviser to close UK consumer platform

Scalable is one of the largest of a group of so-called robo-advisers in Europe which offer wealth management tools online and at relatively low cost.

Segment of one – the ultimate in customer personalisation

The segment of one concept may at first seem daunting for any institution

Capco and Envizage join forces

The ability to use data analytics to improve financial awareness and planning for customers, and to help businesses improve customer personalisation and cross-selling through different channels - mobile, desktop, contact centre agents or advisors - was pa

Wealth & Asset Management