03/25/2020
Technology and education essential for great wealth transfer
More regulated areas like capital markets remain relatively 'un-innovative' but that too is changing quickly.
Wealth & Asset Management
03/25/2020
Standard Chartered Hong Kong introduces wealth management tool
Through the online banking and mobile app, Standard Chartered also provides several other wealth management solutions.
03/24/2020
Fintech Wealth Management Firm Addepar Acquires $40 Million Investment from WestCap Group
Addepar serves over 400 companies, which include licensed investment advisors catering to high-net-worth individuals (or HNWIs with assets of at least $1 million), ultra-high-net-worth individuals (or UHNWs with assets of at least $30 million), and many f
03/24/2020
Personetics partners with the Avaloq.one Ecosystem
This is the latest international addition to the growing list of selected fintechs on Avaloq.one
03/24/2020
Will Your Fintech Vendor Make It Through a Recession?
What to know about working with smaller vendors that may become financially impaired or struggle to stay in business during a prolonged recession.
03/23/2020
BITA Risk wins Best Compliance Solution
The judging panel commented: ‘Built to help educate the client on risk, the winner elevates risk management to a science.’
03/22/2020
SEI Family Office Services Recognized as Best Outsourced Service Provider for Family Offices
This award highlights our firm’s ability to provide comprehensive bill payment, partnership accounting and client reporting service solutions and serves as a testament to the world-class team that supports our unique and complex client base.
03/20/2020
Our New Normal: Connected, Resilient and Caring
In these unfamiliar and scary times, is there something more powerful than the virus at work — like the strength of human resilience and connection?
03/18/2020
Coronavirus Sees More Advisers Going Digital
An online wealth management platform has seen users double as the coronavirus forces more and more advisers to go into lockdown mode.
03/18/2020
AMTD Acquires Singapore Insurtech Startup
Previously AMTD received a virtual bank license in Hong Kong, in partnership with Xiaomi.
03/17/2020
Talking and tech : How UK Millenials are managing finance
According to Klarna, millennials are managing their finances unlike any other generation.
03/17/2020
First German private bank integrates third-party products from deposits marketplace Raisin
Today for the first time the fintech launches a cooperation with a private bank, whose customers can now invest up to single-digit million euro amounts in guaranteed deposits.
03/16/2020
How Bill Gates, Jack Ma And 11 Other Billionaires Are Reacting To The Coronavirus Pandemic
On Saturday, Airbnb CEO Brian Chesky announced on Twitter that the company will allow guests around the world to cancel and get their money refunded.
03/13/2020
Quilter 'confident' about replatforming after learning from rivals
When Quilter terminated its contract with tech provider IFDS and switched to FNZ in May 2017 it said it had spent more than £200m on the platform, and expected to spend about £160m more.
03/10/2020
Confronting technological challenges together
Today, around one in four Swiss people say they are willing to buy a financial product from a fintech, and 30% would be open to the product offering of large technology groups, according to a recent study by consulting firm Bain & Company.
03/10/2020
Deutsche Bank joins forces with wealth management software firm
Deutsche Bank’s Wealth Management business and the fintech QPLIX have agreed to cooperate on the growing business with asset managers, family offices and other financial institutions such as pension funds.
03/05/2020
Wealth managers: Technology, used right, is your best friend
Technology won’t make winners out of all advisers, but those who understand the origins of the digital age look well-positioned to thrive
03/05/2020
Advanced technology in Banking 2020 | FMS.next
Most banks still do not experience the full potential of advanced technologies and “2020 could be the year of build and migrate” in the cloud.
03/03/2020
Refinitiv boosts wealth management biz through acquisition
By integrating Scivantage’s solutions, Refinitiv has expanded its wealth management portals’ service offering
03/03/2020
‘Do more for me': Clients demanding digital banking options
“With all this ineffectively deployed cash out there, it allowed us to build these solutions really at the request of our clients.”