Managers of Wealth

Interoperability of FinTech firms

Today, fintech firms must rely on advance tools for assessing the suitability of credit, financial product and insurance policies, with particular attention

SS&C GlobeOp Forward Redemption Indicator

SS&C GlobeOp Forward Redemption Indicator: February notifications 3.42%

Liechtenstein Bank Creates Cryptocurrency Trading Platform for Institutional Investors

A private bank in Liechtenstein has established a cryptocurrency trading platform for institutional investors. Balzers-based Bank Frick will offer the service through its new subsidiary DLT Markets AG.

Iress eyes DFM growth to boost profits

In 2018 results posted today, Iress reported a group revenue of AUD$464.6m (£252.8m), up 8 per cent on 2017.

Global Financial Innovation Network Update

The launch of GFIN follows a successful year for the “sandbox” initiative that the Financial Conduct Authority in the UK brought to market around a year ago.

Why digitalization is the way forward for private banking and wealth management by Steve D'Souza

Current estimates however indicate that by the end of 2020, 50% of the entire global workforce will fall within the millennial threshold

LGT deploys Avaloq Banking Suite in Austria

The roll-out complements similar activation projects for LGT with Avaloq in Liechtenstein, Switzerland, Singapore and Hong Kong.

Baillie Gifford selects corfinancial for global trade processing

Baillie Gifford recognizes the benefits that straight-through-processing and scalability can deliver in helping the firm serve its growing international client base.

How elite investors use artificial intelligence and machine learning to gain an edge

Much of the technology that elite investors use isn't really new.

Robots that check you in to apps that open elevator doors – Here are the 5 most hi-tech hotels in Asia

Countering most operators offering a range of personalised experiences is a growing trend of establishments that feature check-in through an app

PARC Forum: "Ethics and AI – A Fireside Chat with Tolga Kurtoglu and Kara Swisher"

It’s become clear that AI isn’t just another passing tech fad.

Wealthtech Nutmeg Doubles Down With Goldman's Investment For Global Expansion

The move will likely see Goldman position Nutmeg alongside its retail savings platform Marcus.

JP Morgan Chase to create digital coin for faster transactions

Move comes after CEO's dismisal of cryptocurrencies as "fraud"

Personal Capital launches new route to PE investments for HNW clients

Historically, access to non-liquid alternative investments such as private equity has been limited to large institutional investors.

Praemium upgrades platform as part of rebranding

In a statement Praemium CEO Michael Ohanessian said: "This compares dramatically to traditional wrap platforms that have tried to overlay SMAs into their technical and regulatory architecture."

AI and Blockchain: Disruptive Forces in Wealth Management

The major factors that influence the wealth management industry are information, analysis, decision-making, and infrastructure.

Swiss allege woman sweet talked her way to $2M bank scam

They said the woman, who was not identified, was working with an “internationally active group” that also used spam emails in the scheme.

Top 5 Lessons Private Banks Can Learn From Fintech

There are also several white-label innovations which can be plugged in to private banking platforms

Making fund administration simple for private equity funds with real property investments

A number of funds are also involved in real estate and infrastructure development projects.

Wealth Managers’ Headaches, Opportunity From Tech

A boom in Artificial Intelligence is opening up another yawning skills gap in the wealth management industry.