Managers of Wealth

SIX launches data platform, CS and UBS join

SIX will initially offer two solutions, one allowing third-party providers to obtain detailed account and transaction information from banks for their customers

The Great Digital Divide

Why bringing the digitally excluded online should be a global priority

Exploring the benefits of neobanking

Neobanking also offers significant flexibility for customers – customers are given more options from the get-go with add on services rather than a package approach.

Zurich WM launches 'the first fully automated currency fund'

The trading system spent about seven years in development, with the help of Zug based tech start-up Pecunia.

5 things we’ve learned about remotely onboarding new employees

Technology has allowed most people at Octopus to carry on doing their jobs with minimal disruption.

Adhesion Wealth Launches Customer-Centric Website

Redesigned Homepage Provides Information & Resources for RIAs Changing Platforms, RIAs Rethinking Outsourcing, Advisors Seeking Independence & Asset Managers

Econopolis unveils digital wealth management service

Twain is a digital platform for discretionary wealth management which sets out from the investor’s personality and needs.

Customer experience & Omnichannel Transformation in uncertain times

In these uncertain times it is vital to function proactively and explore new ways to drive multichannel engagement, while at the same time offer personalised and reliable communication.

Northern Trust Deploys Artificial Intelligence for Currency Management Using Advanced Machine Learning

Solution Brings Greater Data Oversight and Enhanced Risk Management

3 Ways to Stabilise your Wealth Management Business by Delving into Data

The urgency to act is now far greater, as business continuity could depend upon it.

Brinker Capital to implement BlackRock's Aladdin Wealth Platform

This success is due in part to the team’s expansion, customized portfolio management, ancillary services provided by leading industry partners, and enhancements to Brinker Capital’s advisor and end-investor platform, One Wealth Life.

For Wealth Managers, Technology Can Enable Genuine Human Interactions

For SIEL’s CEO, Brett Williams, social distancing measures have shown the positive role of technology in enabling more face-to-face client service rather than replacing it.

FAB Switzerland renews its long-term contract with Avaloq

For Avaloq, this is the second deal closed with a Geneva-based private banking institution in 2020.

Your Home Office Is a Hacker’s Paradise. Here’s Why.

Kids, anxiety, and distance from colleagues make investors ultra-vulnerable.

Capita Partners with Wealth Dynamix

The Capita Consulting team brings vast expertise to wealth and asset management firms looking to harness the power of digital, data-driven technology solutions.

LOIM launches fintech fund managed by ex-Robeco PMs

Van Oerle previously managed Robeco’s Global FinTech equities strategy, while Vondenbusch was a senior portfolio manager.

Open finance – assessing the fintech future

By extending the principles of open banking to open finance we could deliver transformational benefits and improve financial awareness among consumers

UBS plans to launch digital wealth platform in China, report says

Koh told the South China Morning Post that after its launch in China, where UBS is targeting the growing middle class, the new platform could be launched globally.

CVentures invests in London-based Countingup

The startup offers banking and accounting services to startups, freelancers, and self-employed self traders.

A new playing field: Open Finance and wealth management

Some of the key benefits the FCA are reviewing include greater competition, improved innovation, better decision-making and the reduction of friction.