Managers of Wealth

Rathbones live with Iress’ Xplan

Rathbones selected Iress to join its group of service and technology partners because of the modularity of Iress’ solution

Tech adoption crucial for wealth transfer to Gen Zs – Investment advisors

Experts noted that it was important to tailor wealth transfers to fit their financial behaviours and expectations.

Fintech trends in asset management: A new era of innovation and transformation

The emergence of DLT, often implemented using blockchain technology, has facilitated the tokenization of various asset classes

SEI Wins Three Leading Industry Awards for Cybersecurity Solution

SEI Sphere Recognized for Advancements in Network Security, Threat Intelligence, and Managed Security Services Capabilities

Investor Communications Japan and Broadridge Launch ESG Solution for Corporate Issuers in Japan

Solution enables firms to evaluate and improve their ESG performance

BoBo Fintech: Revolutionising Wealth Management For The New Generation Of Ultra-High-Net-Worth Individuals

Bourgeois Bohème also called BoBo Fintech, a cutting-edge wealth platform, is redefining the way affluent clients manage their finances, blending high-tech functionality with high-end lifestyle services.

Credicorp Capital goes live with Temenos Multifonds on SaaS

New platform enables Credicorp Capital, part of one of Latin America’s largest financial groups, to handle larger fund transaction volumes across countries with greater stability and agility

Over half of Asia's wealth managers want a tech refresh, says Avaloq

Enhanced data visualisation and increased process automation are among the top functions desired by wealth managers

Endowus x Intellect Wealth & Wellbeing Report: 40% of Gen Z and Millennial Workers in Hong Kong Often Think About Leaving Their Jobs

The findings of the study establishes a virtuous, cyclical relationship between high levels of financial wellbeing and personal wellbeing.

Accenture: Gen AI could lift revenues of Asia's wealth managers by 8%

The report's key themes span the use of generative AI, the growth of the Asian wealth management industry and offshore opportunities.

Consumer Duty is transforming wealth management but there is still work to be done

Navigating the regulation’s requirements has also brought challenges, and applying Consumer Duty principles consistently across value chains has proven to be complex and time-consuming.

Capgemini H1 2024 results

Capgemini generated revenues of €11,138 million in H1 2024, down -2.5% year-on-year on a reported basis and -2.6% at constant exchange rates*.

WealthBlock addds new functionality for investor onboarding, marketing and reporting

The platform delivers the most superior user experience, interface and functional design to support any workflow, investor journey or reporting that asset managers require to support investors.

JPMorgan rolls out Generative AI 'research analyst' to staff

Already at the desks of 50,000 staff, the next phase of the roll out has placed the product in the hands of employees of the lender’s asset and wealth management division.

SEI Reports Second-Quarter 2024 Financial Results

Diluted earnings per share were $1.05 in second-quarter 2024 compared to $0.89 in second-quarter 2023.

Generative AI in organizations 2024

Report from the Capgemini Research Institute

5 FinTechs boosting Wealth Management in the USA

Due to evolving FinTechs, the masses are better equipped to make informed financial investment decisions and be aware of the trends within the wealth allocation and management industry.

Thought Machine and Quantifeed join forces for private banking drive

Quantifeed’s QEngine platform and Thought Machine’s Vault Core offer a comprehensive solution for private banks.

Apex Group appoints Novigi as data and technology partner

It builds on prior collaboration between Apex Group and Novigi and combines expertise and resources to deliver a scaled platform for current and future clients.

Carmignac launches tech equity fund

Carmignac Portfolio Tech Solutions, as the new fund is known will use a blended investment approach, mixing a growth-focused investment strategy with value opportunities.