Managers of Wealth

Trust your vendor by Ben McCormack, Vermilion Software

Buying client reporting software and services, especially for the first time, can be scary.

Regions Bank Addresses Evolving Client Needs With Adoption of SEI Wealth Platform

The Platform is an integrated solution that supports all stages of client relationship management including front-, middle- and back-office processing services. It is designed to allow wealth management firms to focus on clients' goals and strategic

FinTech Accelerator In Switzerland To Focus on Blockchain Technology

The initiative, under the umbrella of the Kickstart Accelerator, is supported by the two local FinTech associations “Swiss Finance Startups” and “Swiss Finance and Technology Association”.

Jersey funds industry focused on innovation in uncertain global environment

There are now 126 fund promoters operating in Jersey

Immidia brings on-demand luxury and yachting to affluent clientele

“Luxury shoppers expect a luxury shopping experience,” said Shuli Lowy, marketing director of mobile at Ping Mobile, New York.

Black Diamond Named Best Client Communications Solution

The awards were designed to recognize companies, teams, and individuals, deemed by the panel of judges, to have 'demonstrated innovation and excellence during 2016.'

The Digital Advisor Experience -- It is more than Robo Advice

Yet most robo-advisors say the personal touch investors historically valued, especially high net-worth clients

iCapital Network Acquires HedgeFocus Business from Credit Suisse

With the transfer of assets, iCapital will be responsible for the ongoing administration and servicing of the investments for all existing investors

Rejection of the rise of the robot: Wealthy investors shun 'robo-advice' - just a third would trust online platforms with their cash

This has led many advisers raising the minimum sum they will manage for clients

Digital investment is good for wealth management

Mr Dewan’s assertion that “Robo-investing has no place in wealth” and his suggestion that robots can’t be trusted is a view that is both rooted in the past and ironically hypocritical.

OCBC Bank launches wealth management app

Now, the bank has rolled out a mobile app that will help customers achieve their investment goals in a simple and personalised way – while on the go.

Serge Kampf, Cap Gemini Founder and Ex-Chairman, Dies at 81

In 1967, in a two-bedroom Grenoble apartment-turned-office, Kampf founded Cap Gemini’s predecessor, Sogeti SA, with three former colleagues from the Compagnie des Machines Bull

Olympic Banking System the most widely-installed private banking solution

Numerous clients have again recently expressed their satisfaction with and their commitment to our application by signing new contracts.

FolioDynamix Creates Solution to Help Firms Prepare for DOL Fiduciary Rule Change

Technology and advisory solutions paired with high-touch support to help firms manage the impact of the looming legislative changes

The robots are coming – but we still need human touch in the workplace Katie Allen

It seems like machines are taking all the jobs, so let’s nurture our ‘soft skills’ and keep people one step ahead

DIFC's Luxembourg visit to boost FinTech innovations

Industry leaders from the UAE and Luxembourg also discussed opportunities for mutual recognition funds, firms and vehicles particularly in the wealth management and Islamic finance sectors.

Acquisition creates industry’s 2nd largest alternatives fund administrator

This acquisition furthers SS&C’s mission of being a global leader in fund administration.

Vermilion Celebrates Memorable Year Of Growth

The last twelve months have witnessed some important product enhancements for Vermilion, but the firm’s primary focus remains on delivering successful implementations that provide tangible business benefits.

Rise of the robo-advisers

Shahar Rabin, co-founder of Capitalise, the platform that “bridges the gap between simple words and complex investment strategy”, rose to the challenge.

Avaloq names Synpulse as a ‘Premium Implementation Partner’

Avaloq further strengthens its established international Community, which is driving innovation to shape the future of banking. The strong partnership with Synpulse, which was built up over ten years, will further enable Avaloq customers and prospects to