Managers of Wealth

FXAwards - Silver Win for SHL Digital Client Portal

Clear customer insight was also a focus

Tool launched to help advisers meet EU rules

The new platform underpins SIX’s existing MiFID II data offering and PRIIP document generation and distribution services.

Citigroup is staffing up for a new center that will unleash robotics throughout the bank

The bank is seeking talent spanning the seniority spectrum from junior engineers to senior vice presidents.

Lufax to launch first overseas online wealth management platform in Singapore

Pure online wealth management platform that will serve retail investors all over the world.

IRESS named ‘Best Trading Platform’

The award recognised the highly configurable nature of the technology and its ability to deliver real-time services to users.

New Access Signs Extended Deal with Catella Bank

Catella Bank has chosen to trust New Access for its ability to provide a comprehensive Front-to-Back solution compliant with MiFID II regulations and requirements, as well as the new IFRS 9 accounting rules.

Wealth management platform provider excels in adviser satisfaction

The Investment Trends Planner Technology Report is based on a quantitative online survey of 533 financial planners conducted by Investment Trends between 10 April and 15 May 2017.

Digital Wealth Management platform crowned “Best Digital Advisor-Client Solution”

The company has also been confirmed as an accredited system provider with the 2017 GoodAccredited Standard for the second consecutive year.

Nedbank Wealth and icandi CQ create cybercrime awareness campaign

Nedbank Wealth and icandi CQ hope to prove that South Africa does have the people to fight cybercrime; it’s just not the traditional professionals that are usually thought of.

How to profit from the rise of robots who'll make your tea: As spending on robotics is expected to soar

By 2030 it is predicted up to a third of British jobs could be done by robots

Allfunds unveils API platform for wealth management

This Platform will integrate Allfunds’ technology and services into their digital solutions in an easy and cost-effective way.

Julius Baer acquires stake in Swiss fintech firm

Julius Baer will invest in the Pfaeffikon, Switzerland-based wealth management provider, Nectar said in a statement on Tuesday.

MioTech Partners with Silverhorn

Silverhorn is a leading wealth management boutique with a core focus in Asia

New Online Banking for Credit Suisse Clients

Completion of a payment is now confined to a single page and takes just a few seconds.

Utopia or Dystopia ... Are you ready for the rise of the cashless society?

But is the future really cashless?

7 startups that were massively funded that died in 2017

We're halfway through 2017 and already a group of startups that together raised $1.48 billion have shut down.

deVere boss sells last STM shares to focus on fintech

There has been enormous, international interest in our challenger bank, deVere Vault since its launch in April.

Technology Works Best When Combined With Human Intelligence

Advisors don't need to fear robo advisors, but they need to adopt the technology to meet evolving client demand.

Why the tech industry should lobby for a robot tax

During the onset of the Industrial Revolution in the early 1800s, Luddites in England protested by smashing machines that were threatening their jobs.

Wealthify proves a sound investment

Wealthify is turning wealth management on its head with its innovative online investment service after raising £3m in funding.

FinTech