Managers of Wealth

Broadridge Research: Active Asset Managers Can Meet Rising Demand With New ESG Solutions

Changes in the makeup of the ESG market over the last five years have important implications for asset manager strategies.

Flexibility, simplicity and modularity - a look at Contemi’s offering to the wealth management sector

With an emphasis on flexibility, Contemi is a provider of software and digital solutions with a global reach.

Four transformational technologies to have on your radar

The EY Megatrends framework for disruption allows companies to distinguish between causes and effects and differentiate between near-term and longer-term trends.

Schroders deploys SteelEye for Mifir transaction reporting

SteelEye, the compliance technology and data analytics firm, has been selected by the world-class investment manager, Schroders. The FTSE100 listed global investment manager with over £500bn assets under management deployed SteelEye in July 2020.

Overcoming barriers to AI adoption – liability

The responsible use of AI across different industrial sectors has the potential to increase productivity and efficiency, and bring positive changes to society, the economy and the environment.

Luxembourg companies allowed to hold virtual meetings until 31 December 2020

As the coronavirus pandemic continues to have an impact on society and good corporate governance

What is synthesized data?

A synthesized database provides an environment in which to develop and test new software solutions

Handelsbanken has satisfied customers and the most highly regarded app

The Bank’s rating among corporate customers has climbed by 2.2 points compared to the previous year, to 4.0 points over the sector average.

Why Advisors Are Still a Long Way From Embracing AI: Schwab, RBC

We’re still “early on in building the business case” for advisors, Schwab managing director Kyle Caffey says.

Profile Software upgrades RiskAvert

RiskAvert has been enhanced in several areas to deliver complete management of Risk.

Liechtenstein boutique launches gold and crypto fund

The fund invests 75% in gold and 25% in cryptocurrencies, mainly Bitcoin. It has returned 30% since its launch.

Is It Time For An Agile Revolution In Financial Services?

In this article, we talk about why agile is key to Financial Institutions (FIs) successful digital transformation journey.

What did we learn from CREALOGIX Open Innovation Day 2020?

The sense of urgency came across loud and clear – consumers’ tastes and expectations are changing rapidly; they are setting the pace and financial institutions must race to keep up.

Broadridge’s Global Asset Servicing Solution Now Live on Amazon Web Services

Global tier-1 investment bank utilizing cloud-based automated processing solution to address end-to-end asset servicing complexities

Singapore digital wealth manager raises $18.6m

This latest capital injection will allow Syfe to accelerate its journey toward reshaping the future of investing and saving in Asia.

Itaú USA Asset Management Appoints SS&C for Fund Administration

Brazilian investment manager consolidates vendors in favor of SS&C’s breadth of services

Avaloq strengthens its implementation capabilities with a new partnership and a status upgrade

This upgrade reflects Confinale’s significant number of Avaloq experts, the team’s large geographic reach as well as the number of successfully completed projects to date.

PINTEC Announces First Half 2020 Unaudited Financial Results

Total revenues in the first half of 2020 decreased by 65.0% to RMB251.6 million (US$35.6 million) from RMB719.7 million in the same period of 2019.

How Merrill, Schwab, Fidelity Are Using Tech to Build Values-Based Portfolios

Big firms are using AI and machine learning to help clients build individualized portfolios that align with their values.

Adriano Lucatelli: «Picked on Bitcoin, But Meant Investors»

There are too many cryptocurrencies – several thousand of them.

FinTech