07/07/2020
FNZ and State Street Collaborate On New Wealth Management Servicing Venture
State Street will serve as sub custodian to the custody assets belonging to Wealth Manager Services clients.
Wealth & Asset Management
07/03/2020
Digital WM launches think tank and names members
Kore Technologies is a blockchain focused software and infrastructure company.
07/03/2020
Member of the Month
"We carefully study new markets in which we wish to establish a foothold"
07/02/2020
Allica Bank adopts Profile core platform
Profile and Allica Bank worked together to speedily deliver the digital banking solutions under challenging timescales.
07/02/2020
Bank of Thailand Plans to launch Digital Currency
The project marks an important step in broadening CBDC’s scope and adoption to wider audiences
07/02/2020
Wealth tech firm raises millions from Singapore family offices
Credit Suisse, which took a 10% stake in the company in 2017, has integrated the software onto its digital private banking platform for Singapore and Hong Kong clients.
07/01/2020
Starting at Contemi UI/UX Design Team: An Insight from Caitlin Boyland
I started out learning how UI/UX currently exists at Contemi Solutions — Here I share my experiences of joining Contemi as a masters graduate and how I am now learning to steer the design helm.
07/01/2020
Model Portfolio Market Ends Q1 2020 Sized at $3 Trillion USD, According to Broadridge
Growth Driven by ETFs and Shift by Advisors to Holistic Financial Planning
07/01/2020
Technical Wizardry: the rise of the smart home
As with most technology, the rise in uptake of smart-home products will continue to grow:
06/30/2020
Digital wealth manager Moneyfarm hits £1bn assets under management
Despite the challenging market conditions and the impact of the coronavirus pandemic
06/30/2020
Geneva private bank outsources OLYMPIC Banking System to Swisscom
The 82 employees in Geneva have managed total assets of CHF 3.5 billion on the new Swisscom-operated platform since mid-June 2020.
06/29/2020
Competitive Barriers Break Down as We Turn to the Value of Community
COVID-19 has made us all keenly aware of the value of community, even among competitors.
06/29/2020
Why outsourcing is front of mind for most asset managers
Asset management firms are restructuring operations to become leaner with outsourcing of several functions on the to-do list
06/29/2020
Julius Baer awarded Outstanding Wealth Management Technology Implementation
Hosted jointly by The Digital Banker and Global Private Banker, the Global Private Banking Innovation Awards- now in its second year
06/28/2020
Refinitiv takes next step on quest for the ‘Holy Grail’ of wealth management
Datasets like Refinitiv’s ESG scores and fund comparisons are “highly relevant” to advisors, making wealth management a natural expansion for the company, says Joe Mrak, Refinitiv’s global head of wealth management.
06/26/2020
Envestnet Launches 2020 Advisor Summit On-Demand
Annual advisor conference is reimagined online
06/26/2020
Fintech acquires licensee
PictureWealth also closed a $12 million late-seed funding round, comprising of private equity and debt.
06/26/2020
Singapore robo adviser to improve wealth platform, eyes foreign expansion
Central Provident Fund members can invest all but S$20,000 (US$14,407) of savings in their ordinary accounts in any investment products under the CPFIS.
06/26/2020
Australian Wealth Fintech Eyes Growth
The hybrid wealth manager brings together digital automation and licensed, human financial advisers to provide users with personalized actions and insights based on their financial profile.
06/26/2020
Evooq and Indosuez's subsidiary sign partnership
Pierre Dulon, CEO of Azqore, said: ‘This partnership is aimed at offering our clients modern digital solutions that integrate perfectly with our core platform.’