Managers of Wealth Fintech

Is Asia set to become the global force in private markets?

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by John Leung, Client Director for Asia at Delio

Munnyport partners Cairngorm Capital on wealth management group

Using Munnypot’s proven and award winning technology platform, Verso will blend the expertise of its client advisors with automated advice capability, allowing cost-effective customer segmentation by value and complexity.

PE firm makes double acquisition to create UK wealth manager

The acquisitions are expected to complete shortly

Fifth Third Bank to replace inhouse developed core platform with FIS

The bank will deploy FIS Unity, a leading-edge global wealth management platform that is fully integrated with FIS trust accounting

Bambu acquires investment management technology provider Tradesocio to accelerate global growth

The acquisition of Tradesocio will extend Bambu's digital wealth capabilities, doubling the number of employees to 130 and further accelerating global expansion

WealthTech Talks: Automation & Covid - How Wealth Managers Have Responded

Covid-19 has shone a bright light on inefficiency and the need to automate many of the mundane

Temasek posts 24.5% one-year return; posts record investments and divestments

The questions comes as Temasek's geographical exposure to China is the largest, at 27 per cent, as at March 31, 2021.

Gaining an edge through ESG investing: Are wealth managers ready?

Different industries face different levels of ESG risk, and therefore divergence can be very significant.

UBS, Envestnet and iCapital Network® leverage technology and investment prowess to expand alternative investment offering

Envestnet to provide access to a curated menu of alternative investments by UBS and iCapital Network through new Alternatives Exchange, leveraging iCapital's turnkey technology solution

What does the Digital Agenda look like for the Next Normal?

Wealth Managers are at various stages of enacting their digital agenda, but they generally agree on their most important immediate priorities

JPMorgan, Goldman bet on tech to crack UK consumer market

“The length of time it takes to build up a franchise in the UK is easily underestimated,” said Goodbody banking analyst John Cronin. “It takes years.”

Endowus: $1 Billion AUM in Two Years

Endowus continues to ride on growth momentum having recently secured three new strategic investors in UBS, Singtel and Samsung while hiring ex-Deutsche Bank managing director Wei Mei Tan as its chief advisory officer.

Business Processes: A key success factor for modern wealth managers

Firms are more likely to succeed if they have well-defined objectives and capabilities, and are able to manage costs while investing in transformative technology.

MFund Plus™ – Wealth & Asset Management Platform recognized in The Wealth Mosaic’s APAC WealthTech Landscape Report 2021

The report also includes an insightful article by Azentio Software, titled “Integration – Bringing Data and Ecosystems Together”.

The role of digital trust in wealth management

As we emerge from the global health crisis, how can advisers increase trust with their clients?

Hybrid Advisory: The Future of Client Experience?

Banks and wealth managers need to find a balance between what technology and what talented staff offer clients.

BNY Mellon to Bolster Digital Solutions Capabilities with aquisition

Terms of the acquisition were not publicly disclosed.

Towards the New Normal, Chapter Two: Recover

Going forward, these platforms will be further implemented to offer secure, stable and high-quality services for virtual cooperation, meetings and events

The swinging pendulum: navigating private wealth management's state of flux

Private wealth managers need to get a 360-degree understanding that the full client relationship has to be at the centre of their value proposition.

Breathing new life into the wealth management industry

The two most common reasons why clients leave their investment manager is underperformance and a lack of communication.