Managers of Wealth

Ethical technology use in the Fourth Industrial Revolution

CEO leadership needed

A simpler, clearer Iress

19 years on, Iress has changed a lot.

Resolving the Corporate Actions Paradox -The Case for Automation

The industry response to this risk and complexity has been to establish best practice, but this has introduced the paradox that risk can be reduced, efficiency increased, and services improved, but rarely all together.

Wealth platform surpasses £2bn assets under management

Operating as a single, integrated platform for the full investment lifecycle, it provides GPP’s clients with a solution which can be modified for a bespoke service.

Asset management industry increases spend on digital transformation by GBP8 million a year in last year

A total of 73 per cent of asset managers view shifting customer and client expectations as the biggest threat in 2019

Solving the cyber security riddle for wealth management firms

78 per cent of small businesses and 92 per cent of mid-sized businesses say cyber security is a priority for them.

ABN AMRO launches mobile wealth management app

ABN AMRO launches KENDU, its new 100% mobile wealth management app with Sopra Banking Software

UBS launches ultra-wealthy digital tool

UBS has launched a digital service for its ultra wealthy clients, allowing them to view all their assets across different custodians and locations.

Seba Crypto Cools Heels on Bank License

Buehler even toyed with the idea of hiring British band Coldplay to mark Seba's emergence as Switzerland's first crypto bank, these people said.

Deutsche Bank Wealth Management selects Finantix

The wealth management business of Deutsche Bank AG chose Finantix technology to enhance the gathering, organisation and analysis of customer information during the KYC processes.

Profile Software launches comprehensive treasury management solution

Acumennet is a truly flexible Front-to-Back Treasury Management platform

Avaloq acquires Zurich-based Service Specialist for Structured Products

For Avaloq, the acquisition places the firm at the forefront of utilizing differentiating data for structured product and ETF markets on its platform.

Facebook's Libra cryptocurrency needs deep thought and detail - UK regulator

Facebook will likely face unprecedented regulatory scrutiny over Libra, planned for launch by the end of June 2020.

SIX Group asks Swiss central bank to issue stablecoin

"SDX would accept CHF payments from member banks in central bank money and issue equivalent tokenised CHF in SDX.

Dion launches a feature-rich Corporate Actions Processing Solution

Corporate actions continue to be an area of complexity, manual processing and high risk

Wealth manager moves service management to the Cloud

An existing user of Sunrise with an on-premise installation, Charles Stanley saw an opportunity to improve processes and align to the ITIL framework, while also grasping the benefits of a SaaS-based platform.

Dont Be Scared Of Artificial Intelligence But Of Bad Implementations Of It

We should not be scared of AI per se, but of its premature deployment in settings where it has not been thoroughly tested.

Allfunds acquires Zurich-based fund research business

This transaction is part of the Allfunds’ strategic plan to consolidate its position as a leading fund research provider for institutional investors.

Robo-IFA launches

This includes things like how much they should be contributing to a workplace pension, how to build long-term savings and advice on investing their money.

Dion CFO Gopala Subramanium named “Fintech CFO of the Year 2019”

The awards are given solely on merit and are awarded to commend those most deserving for their ingenuity and hard work, distinguishing them from their competitors and proving them worthy of recognition.

FinTech