Managers of Wealth

Pershing's Investor Brokerage Statement Ranked Number One - RESEARCH

Ranking also reflects Pershing's notable enhancements and its role in helping advisors deliver the best client service experience to investors

Former Barclays executive sets up new bank

The news comes as the government tries to boost competition in the banking industry

CEOs in the Dark About Cyber-Attacks - RESEARCH

Findings show that while security threats are imminent, CEOs and other members of the management team are in the dark about potential cyber-attacks against their companies.

Preventing misbehaviour on the trading desk By Chris DeBrusk, Rule Financial

The investment banking industry has been confronted by a number of highly publicised cases of unauthorised trading losses in recent years.

Cost of KYC too high says former Standard Chartered exec

The rising cost of KYC at global banks is threatening to disconnect smaller regional banks and even entire countries

Vermilion Software continues to expand its operations

Client reporting services provide efficiencies and transparency in response to demands from increasingly demanding investors and regulators.

Demand for technology in data valuation for Asian wealth increasing - Peter Scott, Avaloq

Particularly in China where first generation entrepreneurs in the onshore wealth management market tend to manage their wealth in a more proactive way themselves.

Geneos Wealth Management Selects the Unified Wealth Platform from Fiserv

Geneos will leverage portfolio management, trading and performance capabilities of the Unified Wealth PlatformUnified Wealth Platform provides the tools for active portfolio management, decision support and trading across multiple managed-account programs

SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index

The gross return of the SS&C GlobeOp Hedge Fund Performance Index for December 2013 measured 0.72%.

Pete Hess, CEO of Advent Software, outlines business developments

One of the biggest drivers behind a lot of technology investments in the financial services industry globally is regulatory compliance

KBC Bank Ireland signs for Temenos T24

The Bank also opened retail hubs in Limerick and Galway in addition to the existing hubs in Dublin and Cork.

FundsNetwork selects Bravura Solutions to support platform investment programme

FundsNetwork will use Bravura’s Sonata administration system to support the platform as it extends and integrates the range of investment products and tax wrappers that it offers, including brokerage, full cash management and additional tax wrappers

Banks' Risk Tech Spending Expected to Grow Steeply Through 2017

Areas of high growth for North American banks include compliance systems and resources, counter-fraud, credit, and cyber protection/information security.

The robots are coming. Will they bring wealth or a divided society?

The robot is supposedly the spectre threatening the economic security not just of the working poor but also the middle class

Morgan Stanley Wealth Management Unit Plagued by Tech Snafu

Technology systems are fine, and year-end processing is proceeding normally

Global private bank inks deal with Avaloq

In a first step the solution will be implemented in Switzerland, Luxembourg, Monaco, Guernsey and Bermuda

Canaccord Genuity signs up for Avaloq solution in the UK

The Avaloq group, an international leader in integrated and comprehensive banking solutions, announces its first customer win of a non-bank in the UK.

DST Asset Servicing Technology Underpins Significant Expansion For MainstreamBPO Group

The Sydney-based firm now supports more than 100,000 individual investor accounts across Australia and Asia.

Five Enterprise IT Predictions for 2014 by David Gibson, Varonis Systems

2014 will be the year that the forward-thinking enterprise looks to big data analytics technologies to make sense of their human-generated data and help them make better, more informed decisions about it.

Northern Trust Strengthens Mobile Apps

High-net-worth investors are increasingly looking to work with financial advisors on their own terms

FinTech