Managers of Wealth

Why Cognizant Is Buying EI-Technologies

And the planned acquisition requires advance consultation with the relevant works councils.

Heartwood Investment Management selects SimCorp Coric

At the same time, Heartwood has also identified the untapped potential of client communications, together with digital channels, to deliver an engaging, consistent and holistic client experience.

TechRules crowned best client reporting at Swiss Awards

Everyone has really pulled together to ensure we continue to deliver the highest level of service to our clients, and move us that bit closer to our goal of being recognised as a Best client reporting in the Wealth Management space”.

Charles River Awarded “Best Portfolio Management Solution” at Swiss Awards

Wealth managers and private banks globally use Charles River to make more informed investment and de-risking decisions.

Ares Management Extends Agreement with SS&C

SS&C was first appointed by Ares in 2013 to provide fund administration and middle-office services.

Contemi Nominated in the Onboarding Category for the Wealthbriefing European Awards 2020

This nomination highlights our commitment to developing cutting-edge, client-centric technology solutions

Moonfare reaches €250m in assets under management

Users can invest in blue chip private equity opportunities with a minimum investment starting at €100,000.

AI's Evolution: Trends To Watch In Investment Management

AI can make investment managers more efficient through better data easily accessed and understood.

Why Family Offices Will Get Tactical, Digital and Cultural in 2020

We are already seeing a number of family offices with heavily concentrated positions (whether these are from a business, investment or geographic perspective) looking for opportunities to diversify through various means.

Wealth Dynamix Becomes Microsoft ISV Connect Partner to Drive Value for Global Customers

Combine the power of Microsoft technology with the specific market expertise of Wealth Dynamix, and you have the perfect solution to address the regulatory and digital challenges of today's wealth management industry.

Berenberg launches digital wealth management portal with support from Backbase

Berenberg will continue to move forward with its agile, user-centered methodology

Digitising wealth management: Nucoro eyes Ireland as it takes investment into the digital age

The London-based fintech business on its plans to close a first Irish deal by mid-year.

SEI Reports Fourth-Quarter 2019 Financial Results

The investments we make and our success in 2019 situate us well for the future.”

Rich and famous turn to ‘personal cyber security’ to protect phones

Panicked clients seek advice after alleged hack of Amazon founder Jeff Bezos’ iPhone

Citi partners with Invesco’s Jemstep to launch robo-adviser

Citi Wealth Builder will be free for clients with at least $50,000 at the bank

Global investment in mental health technology surges above half a billion pounds

Some £2.04 billion was invested in mental health technology over the last six years

Broadridge Reports Second Quarter And Six Months Fiscal Year 2020 Results

"Broadridge remains very well-positioned for growth, and we continue to invest in new products and technology to create value."

French Firm Enters Wealth Management in Quest to Become 100% Digital Private Bank

The company’s track record, especially with a such a short timeline, has caught notable attention.

Temenos and Google Cloud Announce Global Strategic Partnership

More than 3,000 financial services institutions around the world leverage Temenos’ modern, cloud-native and API-first technology.

Banks adopt AI to manage sanctions and compliance risk

Lenders hope technology will help them spot breaches and avoid severe fines

FinTech