05/13/2021
Bermuda firm buys stake in Singapore wealth platform
Aura Group, Somers and ICM look forward to collaborating on investments and leveraging each other’s valuable expertise, insights and extensive networks globally.
Wealth & Asset Management
05/13/2021
Asset Managers Remain in Early Stages of Adopting Disruptive Technologies, Accenture Report Finds
Although doing so will require new technology capabilities, according to the report, less than one-third (28%) of respondents said their firms have already implemented new technology platforms.
05/13/2021
Digital Dominates Wealth Sales for HSBC
The bank will also maintain its hiring plans to add more than 5,000 client-facing wealth roles over the next five years, including relationship managers.
05/12/2021
South Africa’s Largest Fund Administrator Goes Live with Temenos
Agility and scalability of Temenos platform supports Curo’s large multi-client fund base and rapid pace of product evolution in the investment industry
05/12/2021
BRI Wealth Management Plc Selects 1RS Platform 'ERIC' for Risk And Compliance Management
By selecting Eric, BRI Wealth Management Plc now has access to an intuitive risk and compliance management system.
05/10/2021
Cantonal bank and Leonteq to launch joint pension solutions
The products will offer private pension investors in Switzerland savings and investment solutions on Leonteq’s technology platform and marketed digitally via a new third-party company.
05/10/2021
Wealth Managers: Time to Shift your Technology Priorities
Do we continue to invest in front and back office technology solutions? Can we keep pace with the burden of administrative and regulatory change?
05/10/2021
SC Bank Korea launches digital wealth management platform
We launched a new digital platform to help customers interested in asset management to easily access refined information and market trends.
05/10/2021
Unified managed accounts can propel wealth manager success
Unified managed accounts can help wealth managers combat current market challenges while laying the foundation for the firm’s practice to thrive for years to come.
05/07/2021
Infinity Circle signs for Zensar tech
It has the vision to simplify wealth management through innovation
05/06/2021
Employees Are More Likely To Pretend They’re Working When Employers Track Their Productivity: Here’s Why
“If I feel like someone doesn't trust me enough to feel like I’m doing my work without monitoring through software, how do I trust them back? How do I build that physical safety?”
05/06/2021
SEI Wins at Family Wealth Report Awards 2021
Recognition Highlights Superior Technology, Dependable Workflow Processes and Consultative Expertise
05/06/2021
Canoe Intelligence Caps Successful Q1 with 2021 Family Wealth Report Award Win
Award-winning fintech adds to growing list of first quarter accomplishments including numerous new clients wins, new hires and a new London office
05/05/2021
Valsoft Acquires Finartis And Enters Vertical Wealth Management
The company will continue to support and showcase its robust software solution to customers.
05/05/2021
Hillman Capital Chooses SS&C to Service Hillman Value Fund
SS&C ALPS to provide turn-key fund administration and regulatory services for the Hillman Value Fund
05/05/2021
SS&C Technologies Partners with BRODA Ltd to Enhance Risk Calculations
SS&C Algorithmics adds BRODA’s high dimensional Sobol sequence generators to enhance risk and financial calculations
05/04/2021
Objectway in WealthTech100 list of tech companies transforming the global investment and banking industries
The WealthTech industry has grown dramatically over the last four years.
05/04/2021
Broadridge Reports Third Quarter Fiscal Year 2021 Results
Operating income was $397 million, an increase of $71 million, or 22%. Operating income margin increased to 11.5% from 10.3% in the prior year period.
05/04/2021
Contemi in world's 100 Most Innovative Wealthtech Companies
The WealthTech industry has grown dramatically over the last four years as new digital services
05/03/2021
Why it makes sense to outsource client reporting operations
One critical aspect of any investment or wealth manager’s operations is providing timely, accurate and accessible client communications and reporting—an area ripe for outsourcing consideration.