Managers of Wealth Fintech

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.

EU-UK Trade and Cooperation Agreement: Implications for Data Transfers to the UK

While the situation should be kept under review, the temporary arrangement preserves the status quo, such that it is not currently necessary to implement data transfer mechanisms such as Standard Contractual Clauses in respect of data transfers to the UK.

Wealth & Asset Management