Managers of Wealth

Vermilion Goes Live with Reporting at Jyske Bank

Vermilion has integrated existing systems, customised workflow and automated the re-use of data to create a more streamlined reporting solution.

R3 completes trial of five cloud-based blockchain technologies with 40 banks

The banks connected to R3-managed private distributed ledger technologies built by Chain, Eris Industries, Ethereum, IBM and Intel.

Cloud is here to stay for financial institutions competing on increasingly level playing field by Steven Boyle, Integrated Cloud Solutions

With cloud’s huge data-handling abilities, flexibility and agility making for a striking contrast with legacy systems, it’s easy to see why this shift is expected to gather pace in the near future.

SIX launches its new CO:RE trading platform

The system is used by over 160 domestic and international clients ranging from regional and international banks to Swiss insurance firms and the Swiss National Bank.

Double Shortlist Success for JHC Systems

Industry-leading FIGARO software recognised at WealthBriefing European Awards 2016

Outsourcing: Trust vs. control By Chris Cattermole

Hedge funds face operational risks from many sources.

Simplifying front-to-back office operations for wealth managers By Craig O’Connell

Every day, wealth managers must manage several tasks, including opening new accounts, portfolio accounting, performance, attribution, data gathering, reconciliation, and statement generation.

Robo-advisor MoneyFarm launches in the UK

MoneyFarm products will be completely fee and commission free for the first £10,000 invested and for savings over £1 million.

BIL (Suisse) successfully migrates KBL Switzerland to BPO solution from Avaloq

With the migration of KBL taking only five months, Avaloq Sourcing Switzerland played a significant role in enabling the successful post-merger integration.

Appway: Award for best Client Onboarding Solution in Switzerland

The importance of client onboarding in the industry has risen dramatically.

Equiniti Selftrade chooses etfHound from ITI Data Vision

ITI Data Vision is part of the ITI Group and a specialist in data visualisation tools which transform the investment process, and etfHound will enable Selftrade customers to switch from mutual fund investment into highly correlated Exchange Traded

Equiniti Selftrade chooses etfHound from ITI Data Vision

Barclays and Blockchain to Make a Difference in African Banking Sector

Barclays launches its Rise - fintech innovation and acceleration program in Africa to improve the banking sector.

Robo-advisors seek their place in the market.

With more and more incumbents announcing their plans to look into the robo-advice space (including wealth management giant UBS), it is becoming a very competitive environment.

Contineo Grabs 40% of Asia’s Top Private Banks With JP Morgan Private Bank, BSI and Natixis

Contineo now has four of Asia’s top ten private banks and six of the top 20 as subscribers, as measured by AUM.

Prydis names tech partner for new DFM service

P1's launch, set for April, was announced earlier this month and the firm will provide bespoke portfolios for individual clients with investable assets of £500,000 or more.

If You Don’t Have a Digital Strategy, You Should Have by Objectway

Following the private ComPeer seminar about digital engagement and strategies we wrote about recently, we had a chance to approach our Chief Business Development Officer, Peter Schramme, and ask him a few questions about the event and his take on digital

Model Portfolio Manager tool launched on Novia platform

The new tool enables portfolio realignment at the touch of a button, rebalancing instructions can be updated to models to reflect new portfolio compositions

The £1.8 billion London tech firm in ongoing discussions with HNW's and family offices to pump more money into the company

It's worth noting that this is just one business within a larger group.

HSBC Rolls Out Biometric Banking

HSBC is looking to make banking that bit more personal with the launch of new biometric logins for its customers.

FinTech