Managers of Wealth Fintech

Top 2021 Wealth Management Trends. What's Actually Changing?

While hoping that 2021 will bring us back to normal, it is time to re-examine the trends that are inexorably affecting the core of the industry.

UK Leads Europe In AI Adoption

The UK is leading the way in Europe when it comes to the adoption of AI, with a fifth (18%) of companies based here already at the most advanced stage of AI maturity, the highest proportion in Europe, ahead of Germany (16%) and France (12%).

Temenos Pre-Announces a Strong End to the Year

Banks across all tiers and geographies returned to conducting significant strategic transformation projects with large banks executing license deals and neo-banks and smaller institutions moving to a SaaS model.

Amundi and BNY Mellon Announce Strategic Alliance to Power Investment Lifecycle

Covering note and multiplier tables for public service pensions in 2021.

Gaining a Distribution Edge in APAC – The World’s Fastest-Growing Region

Broadridge Data and Analytics.

PIMCO, Man Group, IHS Markit, State Street, Microsoft and McKinsey Join Forces on New Asset Management Operating Platform

HUBs data-first approach will break down silos and friction between systems and data.

The Road to Enhanced Wealth Management Services in the New Normal World

The firm’s focus is on evolving bank and customer needs for digitalisation in a secure, personalised manner, at the same time providing a seamless user experience.

Banque Pictet & Cie SA selects kACE Treasury for Electronic FX Forward Price Distribution

kACE Treasury enhances Banque Pictet & Cie SA trading teams' access to accurate pricing and arbitrage information, automates price distribution and helps meet increasing regulatory and audit standards through a standardised pricing model and yiel

‘IQ-EQ Compass’ launched to identify and mitigate ESG-related risks

Changes in the international regulatory landscape, paired with the Covid-19 pandemic, have accelerated investors’ interest in sustainable investments

Breakingviews - Becoming a bank would shrink but not squash Ant

That looks manageable for Ant, which had net assets of 215 billion yuan as of June.

Wealth Management Technology Forecast 2020-2023

A guide for navigating uncharted waters.

IntegraFin Buys Financial Planning And Wealth Management Software Firm

Investment platform IntegraFin Holdings PLC on Monday said it has acquired Time ...

A $78 Trillion Growth Opportunity For Wealth Managers

The tokenization of assets is expanding rapidly.

Showcase your investment experts with remote meetings

One of the best ways for advisors to get the inside track on products and markets is by connecting with asset managers’ capital market experts, portfolio managers and product specialists.

UOB to expand wealth management services on mobile app

The bank aims to raise this figure to between 45 per cent and 65 per cent by offering new services

Where Wealth Tech is Headed

A key takeaway for advisors is the case for a strong digital presence in clients’ lives.

Banking fintechs are an opportunity, not a threat: Landolt CEO

In the latest Tour de Suisse roundtable, private bankers discuss how the entrance of new players such as fintechs is impacting the private banking industry.

Double Win For Objectway Wealthtech Suite At Xcelent 2020 Awards

The report was written by Celent Wealth Management Senior Analyst, Ashley Longabaugh.

Why digital channels may be the way forward in providing wealth management services

Advisory firms today are deploying cutting-edge technology to offer convenience to customers on personal financial management

Fintech savvy Brits crave more tech to manage their money

Some 60% of Brits want to see the growth of fintech, through the expansion of mobile payments, online investing platforms and online banking, compared to just 10% who are opposed.

Wealth & Asset Management