Managers of Wealth

SIF takes the pulse of the green fintech sector

The Swiss financial centre should further strengthen its position as a leading location for sustainable financial services.

Attica Bank selected RiskAvert, the risk management platform

RiskAvert is a robust, automated platform that helps banks precisely calculate the regulatory capital adequacy and produce reports under the current EBA requirements in a natively integrated, yet modular environment.

UK wealth manager goes live on SEI Wealth Platform

UK wealth manager is now live on the SEI Wealth Platform (SWP) following the successful migration of the firm’s assets.

Digital bank for the well-heeled gets licence to build Monument

The new digital bank secured its provisional licence from banking watchdogs this week, Sky News understands.

Monument builds new challenger bank for mass-affluent

Monument, a new digital-first UK bank for the mass affluent, is heading for a 2021 launch after securing a Series A investment and restricted banking licence from UK regulatory authorities.

SEI Launches New Investor Tax Savings Report for Independent Advisors

Automated Service Now Part of Suite of Innovative Technology Solutions

Dorsey & Whitney Trust Company and Hills Bank and Trust Go Live on the SEI Wealth Platform in a Fully Remote Environment

Readiness and Trusted Strategic Partnership at the Root of Successful Virtual Client Implementations

Hong Kong Virtual Banks Eye Wealth Management

Seven out of the eight licensed virtual banks have officially opened for business with the final entrant

Cantonal bank teams up with consulting firm to boost IAM services digitisation

The bank aims to connect its custodian bank services with external asset managers.

How to Make Cybersecurity Awareness Month Work for Your Organization

Too often, NCSAM is wrought with mandatory awareness training that employees ignore, or tweeting tips to customers.

Avaloq's Francisco Fernandez Rides High

For all of Fernandez’s big Silicon Valley aspirations, he remains more of a matter-of-fact IT whiz than a flamboyant tech bro.

Capgemini’s World Payments Report 2020: Will COVID-19 spark the end of cash payments?

COVID-19 has accelerated the rate of innovation within the payments space to quickly form the ‘next normal,’ requiring payments firms to be digital masters almost overnight.

Swiss Fintech Launches New Version of Wealth Management Software

The new version of KeeSense is part of this vision of innovation and excellence.

St. James’s Place Extends Multiyear Relationship with SS&C

The largest U.K. wealth manager cites strategic partnership, responsive service and peace of mind as key reasons to extend agreement

Broadridge and PPI AG Collaborate to Launch Payments-as-a-Service for the European Market

New generation of modern payments processing platforms and services combines the payment expertise of PPI AG with Broadridge's SaaS competence and operational excellence European banks to achieve a more powerful payments operation with new solution

CREALOGIX and Solo.io partner to deliver a secure digital banking platform on the cloud

The partnership between CREALOGIX and Solo.io started during the extended validation phase as they worked together to add financial industry specific functionality to Gloo.

Swiss Tech Firm Quietly Advances in Niche

The start-up benefited from an era of cost-cutting in Switzerland's banking industry.

Global Fintech Strategist Chris Gledhill on Unsticking Incumbent Innovation

Automation is another key area of development.

SS&C Intralinks 2021 LP Survey Highlights Alternative Investments amid Pandemic

Fifth annual survey explores limited partners' alternative investment strategies and plans for 2021

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.

FinTech