Managers of Wealth

Pershing CEO Named One of "The 50 Most Influential Women in Private Wealth"

The selection, which acknowledges women who are positively impacting the private wealth management industry, was announced in PAM's June 2016 issue.

Client Portals - The Return on Investment

Whilst the FS industry is increasingly aware of the purpose of client portals, there is a difference of opinion on the benefits portals deliver.

UBS Signs a 3-Year Strategic Vendor Contract with Luxoft

The strategic framework includes business and technology consulting for cost efficient regulatory compliance and innovative digital transformation in the areas of trading, finance, accounting, regulatory and others.

WH Ireland chooses Intelliflo for tech development

Intelliflo are at the fore front of technology in this ever-changing UK financial advice industry

Fintech disruption in insurance and wealth management in vogue

The platform is developed together with two well-known financial players: BNY Mellon's unit Pershing, and private bank Julius Baer.

Capgemini looks to ride the digital wave

Almost any new initiative that you will do with clients will be digital.

Robo-advisers help investors instead of wealth managers

A robo-adviser is an online wealth management service that provides automated, algorithm-based portfolio management advice without the use of human financial planners.

Avaloq in Private Equity Hands?

The Avaloq owner outlined his strategic plans to build the business process outsourcing (BPO) business into a key revenue contributor for the firm

The radical change coming to Financial Services; Fintech in Switzerland

I am highlighting this because our usual image of Switzerland is so different – staid, conservative, resistant to change.

Banking & Securities Viewpoints - Deloitte

A biweekly digest for executives

What are your future clients doing right now?...

Mik Cons, CEO of Sammedia Limited

FNZ to build new BPO centre for Kleinwort Benson, SG Hambros and Société Générale’s private banking business

Kleinwort Benson is currently using the T24 core banking system provided by Temenos.

Asset Managers Plan To Embrace Technology In 2017

More than half of asset managers surveyed by Osney Media and BackBay communications plan to replace outdated or legacy tech over the next year.

IRESS delivers greater price certainty for term protection with new on-line underwriting proposition

Disclosure of occupation also becomes mandatory when additional BMI information is selected.

Through the roof: What is driving soaring replatforming costs?

what exactly are the costs that go into replatforming, and why are firms having to spend so much?

Laserfiche wins 2016 Industry Award

It also noted that collaboration tools that facilitate team communication on processes through an integrated social community platform.

Automation will play only supporting role in wealth management for some time

Wealth managers know they cannot ignore increasing automation in their sector, but their jobs are safe from robots for the time being

Citi and Deutsche Bank join Neptune

The Neptune network provides a venue for dealers to share information with investors on the bonds that they are looking to buy and sell, making it easier for investors to execute bond transactions.

Will Bitcoin Become the new "Swiss Bank Account"?

This may lead some Americans to seek alternative ways to store value in a secure, private manner - and Bitcoin may be one ready solution.

Breakfast Briefing Report: Wealth Management And The Pursuit Of Digitalisation

Wealth managers who are not embracing digital technology as a central part of their business will be increasingly left behind.

FinTech