Managers of Wealth

RBC Wealth Management Boosts Fiduciary Tech Offering

Throughout 2017, the firm plans to offer new tools that can keep advisers focused on fiduciary responsibilities, customized investment strategies, and goals-based planning.

Cornerstone Family Office Selects Private Wealth Systems for Multi-Asset Investment Reporting and Data Management

This move allows us to focus on our core business of providing advice and administrative support to our ultra-high net worth families

Boutique Wealth Creation Firm 33seven Selects FutureVault to Offer Secure Safety Deposit Box to Network of Clients

By being one of the first companies to utilize this technology, 33seven is differentiating itself in the market

Private Wealth Systems Empowers Ultra High-Net-Worth Individuals

Our system empowers wealth owners to take control and engage their advisors in a way that was not possible just a few years ago.

Wealth Access Experiencing Strong Growth, Rapid Adoption in Wealth Management Industry

Wealth Access innovative platform has been recognized with multi-awards in 2016.

Library of banking villainy predicts rogues

Rogue traders can cost banks millions in fines

EU watchdog tells FS firms to focus on blockchain security risks

A World Economic Forum report reveals that over one billion euros are invested in blockchain technology startups.

Seeking Unicorns: Indian Billionaire Kapoor Introduces Yes Fintech Accelerator

Yes Fintech Accelerator aims to help Yes Bank co-create disruptive innovations in the financial inclusion

John Paulson Cub Sees “Hundreds of Billions” In Tech Industry Consolidation And Potential Apple Purchase Of Disney

Margate Capital officially began trading on 1 August 2016

Robo Advice: Threat or Opportunity for Hybrid Advisers?

If you stick your head in the ground and ignore the potential that technology can have on your business then you’re probably right

Canada's Royal Bank boosts focus on AI with new research lab

A type of machine learning that uses reward and punishment.

PAM AWARDS: Private Wealth Systems Shortlisted for 'Best Reporting Solution'

"Being nominated as an industry innovator, as well as a leading provider of both family office reporting technology and services, is further validation of our company's expanding global leadership"

Validata and OneAston ink strategic partnership with Temenos projects

Validata Group and OneAston are pleased to announce that they have formed a strategic partnership to collaborate on delivering expert services around the Temenos WealthSuite solution

Capriza Announces Partnership with Schroders

There is no ‘rip and replace’ option for complex core systems

Digital Innovation Drives Personalization in Financial Services

Accenture’s recently released 2017 Global Distribution and Marketing Consumer Study, which surveyed nearly 33,000 customers across 18 global markets, found that 63 percent of respondents prefer personalized insurance and banking.

Mounting Support for Marijuana Banking Has Widespread Implications

A "bankable" marijuana industry, would have widespread implications

Morgan Stanley Looks to Tech Industry to Improve Wealth Management

Morgan Stanley will be building a lot of digital technology to support the financial advisors and the branch operations

Airbus CEO sees ‘flying car’ prototype ready by end of year

He said using the skies could also reduce costs for city infrastructure planners.

Waverton Investment Management appoints Chief Operating Officer

Investment management firm hires new chief operating officer

Mauritius to build cyber city in Ghana

The city will be a highly technology based one where people could work and have fun.

FinTech