Managers of Wealth

SS&C Celebrates Black Diamond Wealth Platform 1,000 Client Milestone

These firms selected Black Diamond to help strengthen their client relationships, reduce their back-office overhead, and drive efficiency and productivity.

StatPro to acquire UBS Delta

The acquisition is phased over three to five years as StatPro incorporates UBS Delta’s functionality into its flagship product, StatPro Revolution.

Model Bank Award Winners Announced

Every year we feel privileged to receive so many amazing stories from financial institutions from all over the world, and a little daunted by the prospect of having to pick the most worthy award recipients

New insurance covers cyber risks for the wealthy

The Private Client Group caters to families with a net worth of more than $1 million and includes 40 percent of the individuals on the Forbes 400 list of the richest Americans.

Plum launches high net worth home cyber cover

It also offers identity theft resolution services, IT forensic specialists, data restoration support and a specialist 24 hour claims helpline.

Standard Chartered Private Bank launches industry-first digital wealth advisory tool

With multi-source information efficiently available on a single portal, RMs can spend more time with clients to better understand their needs.

We've changed our name!

Sammedia is now moneyinfo limited

Implementing Disruptive Technologies in Financial Markets by Tom Carey

A panel of senior industry leaders took a close look at how financial institutions can approach implementation of these disruptive technologies.

How a new breed of investment providers are challenging DIY and discretionary management incumbents

While fund managers are launching funds focused on the theme of robotics and increasing automation, investment houses are using new technology to bring more accurate, efficient and cheaper products and services to investors.

White Paper 'Demystifies' the Cloud for Wealth Managers

Cloud computing has fast become the 'new normal' in IT

Ghosts in the Cockpit—Pilotless Flight Takes Off

Airbus plans to fly a prototype craft at the end of this year.

James Brearley & Sons selects JHC FIGARO® to support its strategic objectives with new technology platform

JHC’s proven, highly-scalable and automated technologies—combined with their track record of working with financial institutions like ourselves and the high and sustained levels of investment in their business — gives us a huge amount of

Japan's Asset Management One to unleash robo-advisers

Industry leader's entry into business could fuel decline in costs

Wealth Managers Using Tech to Catch Massive Asset Wave

Regtech, cloud solutions key to scaling advisors’ practices

Breaking into Deutsche Bank: This German giant has found a way to reach out startups

For those less familiar with Germany’s tech scene, Frankfurt is fast becoming a hub for B2B and fintech startups

Is your workplace AI ethical, or even useful?

So what does AI mean for the future of our workplaces? Everything – if we use it right.

SIX Securities Services partners with DTCC

This partnership comes as Europe readies itself for the implementation of MiFID II on 1 January 2018.

8 Best Personal Finance Apps: Opportunity or Threat For Asset Management Companies?

Another job that has vanished due to technology is the tax collector, as companies chose to digitize their taxes, saving money that would’ve been otherwise spent on hiring more employees.

Did JPMorgan Chase Just Start A Digital Advertising Revolution?

Now the experience of JPMorgan Chase suggests that advertisers can find consumers at a good price even without using ad tech to pull together the farthest, and sometimes least known, reaches of the web.

Banking Outpacing Wealth Management on Digital

Wealth management lags behind banks in digital offerings, financial advisors should meet clients' children early and FTJ FundChoice launches a new SMA program.

FinTech