Managers of Wealth

Welcome to the future by Andrew Walsh, CEO, IRESS

To perform at our best we need to have the discipline to switch off and focus - we’re humans, not machines.

Five information security rules for the new world by Andrew Todd, IRESS

People are still the primary risk to data loss or an information security breach, so keep up the training and education particularly around fraud and social engineering, and reinforce the care required around unknown emails, fake emails or websites.

Boosting Women in Technology in Southeast Asia

Shifting from Awareness to Action on Gender Diversity

Refinitiv, NRI Launch Refinitiv BETA and I-STAR/GX

The high-volume solution offers a single-stock record across all asset classes and markets, driving domestic and international corporate actions processing.

Investors backing tech in a pandemic must balance risk and reward

When it comes to assessing the mood of ultra-high-net-worth families, though, this is far from the whole story.

Avaloq signs its first Taiwan-based client

The agreement will see the Taiwanese bank implement Avaloq’s market-leading wealth management software across its private banking division in Taiwan, Hong Kong and Singapore.

Conversational Banking: Higher closing rates – seamless communication with customers

The consumer goods industry has always used the tactics of personalisation and customisation: a piece of jewellery adapted to the taste of the individual, the unique pair of trainers offered to an individual, the dream car that no one else is driving.

UBS Helpetica – the new platform for volunteering

UBS is launching "UBS Helpetica", a new platform for volunteering in Switzerland.

Fenergo Awarded for Best On-Boarding and Best Compliance at Wealthbriefing European Awards 2020

Fenergo is committed to developing innovative and market leading solutions that not only address these challenges but future-proof financial institutions from changing regulation in the fight against financial crime.

Objectway At #77 In The 2020 IDF Fintech Rankings By IDC Financial Insights

The company continues ascending positions in the most authoritative top 100 global providers of financial technology

The New Digital Thundering Herd - High Net Worth Baby Boomer

Self-service is an important and attractive part of a digital offering.

Digital Wealth Manager SIMON Adds New ETFs to Platform, Launches New Marketplace

Financial professionals that use the SIMON platform will now have the option to consider adding the “attributes” these products can bring to a customers’ investment portfolio

FlowBank Selects Temenos SaaS to Rapidly Launch Swiss Digital Bank and Reinvent Online Investor Experience

The bank aims to meet the needs of both sophisticated and new investors, who wish to manage their banking and investments on their own.

CREALOGIX Insights: Empowering Digital Wealth Clients with Impact Criteria

The demand for investment strategies that incorporate ESG and impact criteria is growing very rapidly.

Wealth Dynamix Formalises Partnership with Chappuis Halder & Co. to Embed Client Lifecycle Management within Best Practice Digital Transformation Initiatives

The formalisation of this partnership builds upon an already solid and proven foundation of collaboration.

FinTech