08/27/2020
Swiss private banks brace for coronavirus impact
The ability to attract fresh inflows of money from around the world and to help clients grow their wealth are highlighted as key metrics in determining the health of private banks.
Wealth & Asset Management
08/26/2020
Democratisation of Wealth Management - What Lies Ahead?
Robo-advisors are digital wealth management platforms providing automated advice and allowing standalone robo-advisors or banks to scale to reach a larger number of clients.
08/25/2020
CREALOGIX launches Conversational Banking as SaaS solution to help drive customer loyalty
Conversational banking opens up a world of opportunities in wealth management and retail banking.
08/24/2020
Global dividends plunge by $108bn during Covid-19 crisis
Study of world’s largest 1,200 companies reveals biggest quarterly drop since records began
08/21/2020
Banks in the Age of Digital Darwinism
Banks face a real quandary with their technology investment strategies.
08/20/2020
Chinese Fintech firm to co-develop online wealth management platform with Thailand's KBank
"We believe this partnership will accelerate the pace of digital transformation within the financial institution industry in Thailand and across the Southeast Asian region,"
08/20/2020
Wiwi Gutmannsbauer: «Wealth is Not Immune to Digital Disruption»
«[W]ealth management is not immune to digital disruption, nor should it be,» Gutmannsbauer said.
08/19/2020
Blockchange and Gemini Partner in Industry First to Bring Digital Assets to Registered Investment Advisors.
Solution is a secure one stop shop for RIAs who want to participate in digital assets. Quantum Capital Management has signed on, with client assets already under management.
08/19/2020
IPBS partners with Liquidus
The agreement covers the Caribbean region and opens up the possibility for IPBS customers to benefit from an estimated 75% reduction in onboarding time and cost with improved AML and KYC compliance.
08/19/2020
Digital advice is growing London’s wealth
But this sector is now adopting the latest tools to better serve both high-net-worth individuals (HNWIs) and the mass affluent by re-tooling digital advice for these demographics.
08/19/2020
Blockchange and Gemini enable RIAs to buy digital assets
Wealth management firm Quantum Capital Management will use the solution to manage digital assets for its clients. It will also utilise the solution to deliver digital asset management services to other RIAs.
08/18/2020
China's Lufax ties up with Thai bank for local online wealth management
The platform, to be jointly operated by both parties and used for retail investors in Thailand, will help Lufax to expand its footprint in the region.
08/18/2020
St James’s Place selects eVestment in increasing institutionalisation of investment manager selection process
The FTSE100 company currently holds over GBP115 billion AUM.
08/18/2020
Current Wealth Technology Tools Not Meeting Financial Advisor Expectations, According to Broadridge Study
51% of North American financial advisors often think of leaving current wealth firm in search of better technology 77% report losing business due to inadequate technology
08/14/2020
SS&C Advent Honored in Waters Rankings 2020 Awards
In addition to detailed accounting for any asset class, including complex private debt, we’re continuing to enhance Geneva World Investor’s comprehensive support for any fund structure, from open-ended hedge funds to closed-end and hybrid stru
08/13/2020
Will The Post-Covid World Play Into SigFig's Hands?
SigFig has seen an increased interest in institutional demand for its managed account services, said Dan Mercurio, general manager and head of revenue and strategic partnerships for SigFig.
08/12/2020
Bravura Solutions Awarded Gold Standard for Business Continuity Excellence
Business recognised for robust deliverables amidst Covid-19 disruption
08/11/2020
Swiss digital bank doubles profit
The bank employs 722 staff, and is headquartered in Gland.
08/11/2020
Broadridge Reports Fiscal 2020 Results
Recurring fee revenues increased 10% to $3,036 million from $2,760 million.
08/10/2020
Russell Investments selects Vestmark to power personalised managed accounts with tax-managed overlays
Jung said Russell Investments’ PMA aims to serve wealth management firms and their advisors with the institutional-caliber solutions that have made the firm a global leader in outsourced investment management.