05/14/2015
The Bank is a fast-growing offshore private bank based in the Caribbean. It currently has 4,000 customers worldwide, who between them run a total of 10,000 accounts, over 80% of which are in G20 countries.
05/13/2015
Robo-Advisor Success Spurs Tech Firm Acquisitions
The traditional wealth management industry has turned to technology to keep its high-touch, high-net-worth-focused approach relevant
05/13/2015
Technology: the key to managing change by Chris Longden, MD, Avaloq
Avaloq UK’s managing director, Chris Longden, discusses the three main challenges the industry is facing and how innovative technology is key to overcoming the hurdles ahead.
05/13/2015
Raymond James and Sprint Release Strategic Integration
Fastrak is designed for any company providing investment management to private clients/trusts & company pension arrangements. Suitable for a direct proposition or using a DFM
05/12/2015
One of four firms to be shortlisted in the Risk Management category, the triumph is yet another milestone in the company’s drive to be recognised as one of the pre-eminent players in the competitive financial software space.
05/11/2015
Swiss private bank implements SunGard Ambit private banking suite
Swiss private bank headquartered in Lugano, has implemented SunGard’s Ambit Private Banking solution suite to acquire greater flexibility, operational efficiency and agility to support the bank’s long-term growth strategy.
05/11/2015
Banks Devise New Ways to Tailor Services for Millennials
About half of millennials prefer to do independent research before contacting a financial adviser
05/08/2015
Fusion, Switzerland’s first fintech accelerator, today announces that it has opened the application process for its first intake of financial technology start-ups
05/07/2015
These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.
05/07/2015
A proportion of the investment will fund a new, wholly owned subsidiary that will offer platform services to the UK wealth management market.
05/06/2015
BizEquity Advisor Office will be launched and showcased simultaneously at the Envestnet Advisor Summit in Chicago and the inaugural eMoney Advisor summit in California.
05/05/2015
Northern Trust Enhances Insurance Accounting and Regulatory Reporting Capabilities
SAP is a recognized global leader in providing enterprise and accounting solutions for the insurance industry.
05/05/2015
Innovative technology is the key to managing change by Chris Longden - Managing Director, Avaloq UK
Clients today are increasingly using online technology and social media as part of their everyday lives
05/05/2015
Charles River IMS Named “Best Portfolio Management Solution”
Presented on April 30th in London, the awards honor technology vendors for developing innovative tools for European wealth management firms
05/05/2015
Advent wins "Best Client Communications & Reporting" and "Best Portfolio Management" at the WealthBriefing Swiss Awards 2015
The program recognizes excellence among technology solution providers specializing in tools for Swiss-based wealth managers to deliver best-in-class service for their clients.
05/05/2015
World’s largest family-owned private bank deploys Secure Islands' IQProtector
After seeing IQProtector in action, we believe Data Immunization – protecting data at its source, upon creation, will be the standard for data centric security. Thanks to Secure Islands, our customers’ sensitive data will remain secure and pri
05/05/2015
Wealth-X Gains Rich, World-Class Sales Compensation Process with Xactly
Capital Intelligence Firm Bridges Global Gaps with Xactly
05/05/2015
Vanguard is in the process of transitioning clients of Vanguard Asset Management Services (AMS) – an existing wealth management, trust, and estate planning services – to the new Personal Advisor platform.
05/04/2015
It’s been the year of sort-of-free hotel Wi-Fi
05/03/2015
SurveyMonkey CEO and husband of Facebook Chief Operating Officer Sheryl Sandberg, Dave Goldberg, died unexpectedly on Friday night, his brother wrote in a Facebook post on Saturday.