03/25/2021
Are you meeting the needs of vulnerable clients?
Recent studies have shown that vulnerability can be exacerbated by the processes of firms if it isn’t taken into account.
Wealth & Asset Management
03/24/2021
Refinitiv expands its Digital Investor solution with ‘Wealth Connect’
New collaboration capability aids the digital transformation of wealth management firms and advisors.
03/24/2021
What are non-bankable assets?
The exact definition of non-bankable assets can vary from source to source.
03/24/2021
UK Wealth Management Under the Lens: Competitive Dynamics and Trends
In 2020, the market has continued its growth in terms of assets but experiencing lower profitability.
03/24/2021
Brewin Dolphin Extends Long-term Strategic Partnership with SEI
The re-contract reflects significant collaboration between SEI and Brewin Dolphin over the last 12 months
03/24/2021
Broadridge Partners with AccessFintech to Transform Resolution of Settlement Fails
Collaborative workflow solution powered by Broadridge’s post-trade data provides operational efficiency, risk reduction and cost savings for sell side
03/24/2021
QUO launches new web solution for sell-side distribution to private bank and wealth management clients
The ease and speed follow on from the banking sector’s push to encourage more clients into digital workflow solutions.
03/22/2021
How technology will impact the wealth management client experience in 2021
The concept of a paperless society was conceived in 1978 by Frederick Wilfrid Lancaster
03/22/2021
Increase profits and decrease costs: It’s time for automation to take centre stage in UK wealth management
Nigel Armstrong, Head of Wealth and Asset Management at Blue Prism says that digitization though robotic process automation has so much to offer the wealth management industry
03/19/2021
Singapore digital wealth manager rolls out ESG portfolios
The portfolios are comprised of funds managed by JP Morgan AM, Natixis IM’s Mirova, Pimco, Schroders and UOB Asset Management-Robeco.
03/19/2021
A single, integrated end-to-end wealth platform
Holistic wealth management. Digitally enabled. Data driven
03/19/2021
Digital Wealth by CREALOGIX
We look forward to discussing these topics
03/19/2021
Objectway's Survey Report Reveals Key Factors To Lead The ESG Race
The survey report investigated what stage is reached in terms of ESG integration within a risk aware investment process, and its implications on the digital experience.
03/19/2021
How technology will impact the wealth management client experience in 2021
We’re still some way off achieving Lancaster’s paper-free vision, but the electronic world and a digital presence in everyday life is getting notably stronger each year.
03/18/2021
Illuminate Financial closes on $100 million fintech fund
Fintech venture fund Illuminate Financial has closed the lid on a $100 million war chest with backing from Barclays, JPMorgan, Deutsche Boerse and IHS Markit.
03/18/2021
Digitising Wealth Management for tangible customer and shareholder value
Our customers want to grow their client base reaching digital savvy people
03/18/2021
SEI South Africa Achieves Level 2 B-BBEE Rating
Achievement Demonstrates Continued Commitment to South African Economic Empowerment
03/18/2021
Julius Baer introduces new virtual onboarding system
Julius Baer has become one of the first wealth managers to introduce a guided digital onboarding solution for clients, including a complete video identification service.
03/17/2021
SIX Demonstrates Operational Stability and Strengthens the Competitiveness of the Financial Center
High levels of volatility also affected post-trade activities.
03/17/2021
How Digital SBL Offers a Roadmap to Post-COVID Liquidity
Leverage, not liquidate.