Managers of Wealth

Powering the platforms: Bravura’s global ambition

We believe technology upgrades of whatever flavour are critical to providing the service and functionality a modern advice firm expects.

The digitisation of private banking in Italy - Alberto Cuccu, chief product officer at Objectway

It has finally been realised that the need to digitise banking services is also very strong in the private wealth segment.

Investment Managers Must Embrace Technological Innovation or Risk Being Displaced, Warns SEI

Paper Urges Industry Participants to Pursue Opportunities Arising From "Five Transformative Trends"

Tech companies blame price rises on Brexit vote

Intro 2020 said it had been "punched in the stomach very hard" by sterling's drop after the Brexit referendum.

In race to be Asia’s ‘fintech’ hub, Singapore leads Hong Kong

Fintech firms are shaking up the traditional banking and financial services industry.

Cryptocurrency Will Disrupt Finance Like Email Disrupted Mail

If you send larger amounts, there is expense and delay.

Brazil freezes $6 million Facebook funds over non-compliance

The investigation has been on-going since January during which Whatsapp repeatedly defied orders to turn in the messages.

Vistra Makes Another Acquisition

It has a portfolio of international clients, many of whom are trading companies from the UK and Australia looking to establish an operation in Singapore.

Wealth managers have poor tech literacy, says PwC survey

Digital services offered ‘falling well behind’ other sectors

Banque Privée Edmond de Rothschild to standardise core ops on Avaloq Banking Suite

Banque Privée Edmond de Rothschild to implement the Avaloq Banking Suite.

Banks warned of risks of running “20-year old technology”

Too many banks are running old technology that could make them vulnerable to operation risks, BNY Mellon Pershing says.

JBWere announces new reporting software

“As the wealth management industry continues to evolve, we expect to see other stockbroking and wealth management firms look to outsource more of their technology needs to specialist providers,” he said.

Temenos’ WealthSuite selected as global wealth management platform by a leading international bank

WealthSuite to be deployed across wealth management operations in over 30 countries

Prominent Swiss Banker Invests in Fintech Company Advanon

The fintech firms plans an expansion into other German-speaking markets with Sarasin

How Brexit Affects Bank-Fintech Ties

When the U.K. voted in a national referendum on Thursday to leave the European Union, it created a lot of uncertainty for these startups.

Dutch robo-advisor Pritle launches in Austria and Switzerland

Pritle is an innovative and easily accessible wealth management service.

Bitcoin Thrives in Moments Like Brexit

The 2013 Cypriot Financial Crisis and bailout led to a flurry of press coverage regarding Bitcoin.

Praemium’s V-Wrap chosen by JBWere

The use of V-Wrap represented a shift from JBWere's use of an internal system and followed a comprehensive assessment process on the part of the company.

Collaboration and crafting software to be MiFID II compliant - Objectway

MiFID II, that is going to be enforced from beginning of 2018 after a couple of delays, doesn’t come from nowhere.

LGT Vestra reaffirms commitment to JHC’s FIGARO system

This new contract strengthens JHC’s relationship with LGT Vestra, which was established in 2008 when the company adopted FIGARO as its core business system.

FinTech