Managers of Wealth

The CIO Legacy Project: If it Ain’t Broke, Fix it

The most revered CIOs envision new ways technology can be applied to solve big problems, and then execute their vision flawlessly.

Salesforce.com Unveils Software for Wealth-Management Advisers

Salesforce Financial Services Cloud is part of firm’s effort to target high-value industries

Ralph Lauren to debut PoloTech, the first luxury smart shirt

The popular company who is known for tailoring popular clothes in the market, has now started to tailor the best workouts for your body.

Challenger bank Starling is in talks to raise at least £10 million

Starling, which hopes to get its banking licence early next year, is building a mobile-focused, data-driven current account that can be controlled from your smartphone.

DST Announces Completion Of WMSI Acquisition

Our combined resources, capabilities, and commitment promise to bring an unmatched opportunity for our clients to grow and retain retirement assets.

Societe Generale Securities Services selects wealth management IT system

In developing the new service for wealth and investment managers, SGSS undertook an extensive system evaluation process, identifying Figaro as the platform best placed to support their business and client base.

US wealth management platform expands into UK

With this market expansion, Genpact adds a center of excellence in Glasgow, Scotland with approximately 140 wealth management professionals, serving key U.K. clients.

Smartphones and Wealthy Investors

Credit cards still feel safer than smartphones as a payment option to most wealthy investors.

Peer-to-peer lenders widen access for investors

P2P lending has grown rapidly in the past decade as companies and individuals seek to bypass bank funding.

StatPro Revolution Wins 'Best Portfolio Analysis Platform - UK' Award

StatPro was chosen by wealth and money management professionals, along with analysis and selection from an independent judging panel.

The Vatican Launches App for Crowdfunding Restorations

The app has raised concerns with ArtWatch International's Ruth Osborne

Today’s Managers Must Seriously Consider the “Rent” versus the “Build” or “Buy” Options by Bill Bormann

To date, many managers think of middle office as a core competency and are legitimately concerned that they will lose control or have data access issues.

Digital drives hiring in marketing and sales at FS firms

There is demand across the board for marketing and sales support professionals as financial services companies attempt to boost trust in their brand and products in order to attract and retain customers.

UBS Launches Future of Finance Challenge for Fintech Entrepreneurs and Startups

UBS has launched a call for ideas to the financial technology community

Avaloq Banking Suite in operation at Swiss Life Banque Privée

A total of 80 users are now working with this tool.

SS&C's Advent Wins "Best Portfolio Management Solution"

Nominees and winners were selected by an independent panel of judges.

SS&C Sees Growth Following Acquisition of DST Global Solutions

During the past eight months, SS&C HiPortfolio and Anova have achieved numerous milestones including 16 percent year over year growth, nearly twenty key customer acquisitions, and solution integration.

Objectway acquires European wealth and investment transaction processing system

Terms of the transaction were not disclosed.

Fidelity National Targets Biggest Money Managers in SunGard Deal

Upon closing, FIS will be uniquely positioned to offer a broad range of enterprise banking and capital markets solutions to empower financial institutions and businesses worldwide.

Wealth-Firm Backbone Provider Strikes Again

Combination accelerates the transformation of financial technology by delivering better relationships and greater lifetime value by connecting financial advisors, individuals and financial services providers

FinTech