Managers of Wealth

CREALOGIX Acquires UK Based MBA Systems

CREALOGIX has acquired MBA Systems, a well-established UK fintech brand and leading supplier of innovative web-based solutions and services to the securities and wealth management industries.

Avaloq Sourcing Asia Pacific names head of risk & compliance

Most recently he was the Senior Global Technology & Operations Auditor for Deutsche Bank Singapore, with regional responsibility and coordination of Private Wealth & Asset Management (AWM) and Private Business Clients (PBC) in Asia.

FolioDynamix Selects Morningstar Portfolio Tools for Its Wealth Management Technology Platform

Addition of Morningstar's portfolio analysis and comparison tools further enhances the robust investment proposal generation capabilities of the FolioDynamix platform

Eagle Investment Systems names new CEO

He has more than 25 years of experience in the development, sales, implementation and support of software solutions for the financial services industry.

Dion appoints regional director, Australia and New Zealand

We are gearing up for substantial growth in the coming years

Independent broker-dealers take aim at the next generation of clients

Millennials, robo-advice and female clients top the IBD agenda

Investment banks need to get with the IT crowd

Technological disruption has become the norm for many industries.

Profile’s Investment Management solutions ranked high in Aite Group’s and Celent’s industry reports

IMSplus successfully meets the needs of organisations for portfolio management

In 2020, your car will look like a computer

The automotive industry is going through one of its most dramatic periods of change

Hacker posts client e-mails from Swiss bank BCGE

A hacker claiming to be behind a cyber attack on Banque Cantonale de Geneve divulged confidential client information after the Swiss bank failed to meet demands for payment.

BlackBerry Turns Its Focus to IoT, Wearable Devices

At CES, the company rolled out its cloud-based IoT platform while announcing its BBM messaging technology will support Android-based smartwatches.

Tech Mahindra to acquire Swiss IT consulting firm SOFGEN

The acquisition will help Tech Mahindra strengthen its core banking expertise.

DST Acquires Strategic Advisory Firm

Combination Brings a New Level of Business Intelligence to the Asset Management Industry

St. James's Place International deploys FRS asset-reporting software

The on-site or cloud-hosted solution consumes and enriches data from various sources and formats; then produces reports in the prescribed QRT (Quantitative Reporting Templates) format.

US Web site tried to sell users’ data to top brokerages

AdvisorHUB, a year-old gossip and news Web site for the brokerage industry, has become such a part of brokers’ daily reading routine that some call it the “New York Post of financial news.”

Robber barons and silicon sultans

Today’s tech billionaires have a lot in common with a previous generation of capitalist titans—perhaps too much for their own good

Avaloq ready to double staff in Edinburgh

SWISS banking software outfit Avaloq is poised to double its headcount in Edinburgh over the coming year as it taps into the city’s “highly skilled” pool of computing graduates.

Taking Aim: Investec Keeps WANdisco At Buy After Big Contract Win

Investec also suggests the deal would be able to provide a sufficient increase in scale

Objectway Financial Software Bulks Up With Acquisition

Acquisition strengthens Objectway's wealth & investment management solutions and increases its expansion in the UK

Vanare acquires NestEgg for robo-wealth management

Vanare, a next-generation wealth management technology platform for investment advisors, announced today the acquisition of NestEgg Wealth to launch the first ever offering that completely integrates online wealth management with traditional wealth manage

FinTech