Managers of Wealth

CREALOGIX launches Conversational Banking as SaaS solution to help drive customer loyalty

Conversational banking opens up a world of opportunities in wealth management and retail banking.

Tokenisation: Revolution or Evolution?

Tokenisation of an asset, in a nutshell, is the issuing of a digital representation of that asset, administered on a blockchain, which is the infrastructure layer of an enhanced network architecture, such as the internet.

SS&C GlobeOp Forward Redemption Indicator: August notifications 3.08%

The next publication date is September 22, 2020.

Bankia accelerates democratization of wealth management with Avaloq

Avaloq has been selected to help Bankia capitalize on its market proposition and accelerate its wealth ambitions across all client segments

IPBS partners with Liquidus

The agreement covers the Caribbean region and opens up the possibility for IPBS customers to benefit from an estimated 75% reduction in onboarding time and cost with improved AML and KYC compliance.

Digital advice is growing London’s wealth

But this sector is now adopting the latest tools to better serve both high-net-worth individuals (HNWIs) and the mass affluent by re-tooling digital advice for these demographics.

St James’s Place selects eVestment in increasing institutionalisation of investment manager selection process

The FTSE100 company currently holds over GBP115 billion AUM.

Contemi Partners With GBG To Automate KYC, AML & Verification Process For Its Onboarding Solution

GBG uses layered identity document verification and biometric checks to authenticate customers in real time for a safe onboarding process.

China's Lufax ties up with Thai bank for local online wealth management

The platform, to be jointly operated by both parties and used for retail investors in Thailand, will help Lufax to expand its footprint in the region.

At Avaloq, Francisco Fernandez Eyes Up Legacy

The move, set to wrap by year-end, leaves few winners.

Fairstone moves to remote advice post crisis

The remote service will allow clients to see their adviser using Microsoft Teams and provides a screen sharing function which is using Adobe Sign to allow e-signatures.

Warren Buffett Buying Gold May Push Bitcoin to $50K, Investors Say

Warren Buffett’s Berkshire Hathaway sold bank stocks to buy a gold mining company, which will indirectly boost the price of Bitcoin, investors say.

The Drivers, Challenges, Opportunities, Steps and Technologies & Tools for Wealth Management Firms

Through the interview William and Amrik talks about the background and origins of Contemi,

CREALOGIX – Leading the Digital Transformation Charge into Asia Pacific

The firm’s focus is on evolving bank’s and end customer’s needs for digitalisation in a secure and personalised way within a comprehensive user experience.

SS&C Advent Honored in Waters Rankings 2020 Awards

In addition to detailed accounting for any asset class, including complex private debt, we’re continuing to enhance Geneva World Investor’s comprehensive support for any fund structure, from open-ended hedge funds to closed-end and hybrid stru

Wealth firm unveils app in Hong Kong

Customers can subscribe to funds at a minimum of HK$1

Is your cultural foundation strong enough for the disruption ahead?

The customer experience is a vital way for firms to differentiate themselves and build long-term relationships with clients.

The Need for Automation in ESG Investing

Some 35% of respondents believed that there would be significant increases while 52% thought there would be marginal gains for ESG.

Sombank Selects Temenos Cloud-Native Technology to Deliver Digital Islamic Banking Services in Somalia

Temenos technology will enable Sombank to accelerate digital transformation and offer a unified banking experience to customers in branch and online

SS&C GlobeOp Hedge Fund Performance Index

The SS&C GlobeOp Hedge Fund Performance Index is transparent, consistent in data processing, and free from selection or survivorship bias. Its inception date is January 1, 2006.

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