Managers of Wealth

Private Banks Seize on Innovative Ideas to Win Customers

The majority of experts believed that modern technology, social media and customer relations should be the banks’ priorities in the next year.

Objectway Releases Enhanced Wealth Management Platform

The solution implements an innovative concept of integrated platform including components for digital experience, portfolio management, CRM and investment operations whilst adding new ones for real-time data analysis and expats business management. Object

Merrill Lynch Rolls Out Robo-Advisor

The new platform will let Merrill go through with earlier plans to stop offering commission-based retirement accounts as part of its bid to comply with the Department of Labor’s fiduciary rule, the Journal writes.

Singaporean startup that connects investors with wealth experts raises US$705K

WEALTH will use the funding to build up its technological capabilities, and accelerate hiring and expansion efforts

Profile Software presents its latest version of Axia with enhanced Wealth Management and Family Office functionality

The enhanced and new Axia end to end functionalities enable users to support specialised and advanced operations with agility

Eri Bancaire - Undisputed leader in Luxembourg's core banking system market

ERI’S OLYMPIC BANKING SYSTEM HAS ONCE AGAIN BEEN NAMED AS BEING BY FAR THE MARKET LEADER IN A SURVEY OF 150 BANKS IN LUXEMBOURG FOR KPMG’S 2016 CORE BANKING SYSTEM SURVEY.

Robo-advice turns heads of leading fund houses

ETF providers say their products are ideal for automated advice

SS&C Creates Exclusive Relationship with HedgeCoVest

"We are excited about offering SMArtX exclusively for SS&C's clients," said Evan Rapoport, CEO, HedgeCoVest LLC.

Bitcoin Price Will Skyrocket If It Becomes World’s Reserve Currency by 2020

A number of reasons have been identified for the perceived ‘back and forth’ behavior of government towards Bitcoin and Blockchain.

Schooch over, robo advisers; Betterment adding humans

The largest independent robo-adviser is adding human advice to the automated technology

Phones 4U billionaire Caudwell accuses money manager of witness intimidation in High Court battle

The allegations lay bare the bitterness at the heart of the case

Crunch time: Finance in a digital world - Deloitte

Finance technology for CFOs

Cognizant Expands Operations in Hong Kong

Cognizant's expanded presence in Hong Kong will enhance its existing operations in the Greater China region

Robo-advice using algorithms are replacing financial planners

It’s done by selecting products based on the preferences of people in the same situation, and the same socio-economic group, who chose that particular product.

First robo-advice comparison site launched in UK

It is aimed at firms and advisers looking to launch their own robo-advisory services as well as wealth managers, fintech developers, consultants and private equity firms.

What are your clients thinking? (part 2/6) by Mik Cons, CEO of Sammedia Limited

Last week, I talked about how it is a great time to be an adviser but that as an industry we need to adapt to make things simpler (read it here).

Time for the iPhone moment in Financial Services (Part 1/6) by Mik Cons, CEO of Sammedia Limited

All of which was going to spell the end for the financial adviser.

10 wealth management trends for 2017

Rapid technology developments increases costs for many wealth firms

Investors Aren’t Finding Wealth Managers On Google

Wealth Management struggles with search

The Europe's must attend event for digital wealth and financial innovation

Discover how data and artificial intelligence are used to understand investor behaviour, manage compliance risk and deliver personalised content. Meet the investment managers, digital designers, technology innovators, executives and venture capitalists sh

FinTech