Managers of Wealth

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.

Genpact partners digital wealth manager Advizr

Digitization is an industrywide disruptor, exemplified by the emergence of the "roboadvisor" and digital wealth management tools.

BBVA Global Wealth goes live with a BPO solution from Avaloq

With more than 30 years' experience in wealth management, BBVA Global Wealth provides various advisory services which are tailor-made to match each client’s requirements and profile.

Royal Bank of Canada Expands Blockchain Testing Beyond Loyalty

For Canada’s largest bank, boasting C$10bn in 2015 earnings, the announcement seemed at first glance to be a rare consumer play among a broad industry move toward B2B applications.

Pershing Introduces Additional Capabilities Enabling Clients to Transform Big Data Into Big Insights

Advisors who anticipate their clients' needs and can proactively support them with relevant value-added solutions will be at a competitive advantage.

SS&C Redefines Reporting and Client Communications in the Black Diamond Wealth Platform

The new functionality announced today supports not only the advisor-client relationship, but also helps advisors improve productivity.

Allocated Bullion Exchange Soft Launches Worldwide

ABX is a membership-based, institutional exchange, offering trading, storage and delivery services for physical precious metals in one electronic environment

SS&C Enhances Capabilities to Support Straight-Through- Margining Requirements

New service streamlines margining of non-cleared OTC derivatives

FinTech