Managers of Wealth

HSBC unveils innovation programme for PB clients

The bank’s wealthy clients met California tech hub leaders as part of its “All-in on Innovation” scheme.

Saltus bolsters tech toolkit with FinCalc partnership

FinCalc has developed an integrated digital fact find from the Saltus bespoke client portal.

Promoting our clients' potential through the magic of London Games Festival

Our Interactive Entertainment Lead, Paul Franks, reflects on how the 2024 London Games Festival champions the power of a major growth industry.

SIX Digital Exchange reaches milestone with over CHF 1 billion in digital assets on its platform

This milestone represents another step in the institutional adoption of digital assets and reinforces SDX's leadership in innovative solutions in collaboration with customers and regulators.

Advisers' roles will not be the same because of AI

For the more analytical side it will be AI that does the job because it can do it so much faster and better than a human.

How wealth managers are responding to the impact of AI in the industry

The potential use of AI in financial planning is rapidly evolving.

SIX CEO Jos Dijsselhof: «Blockchain Is Driving an Evolution, Not a Revolution in Finance»

This transformation is being driven by blockchain ecosystems, which are also used for cryptocurrency trading, among other things.

Takeaways from Paperjam+Delano’s private banking roundtable

Panellists talked about the impact of various technologies in the private banking sector.

TCF 2024: Cognizant and the future of digital transformation in wealth management

Cognizant is working on incorporating AI in the future of wealth management to maintain its position.

Deutsche Bank joins Project Guardian to explore asset tokenization applications

As part of the asset and wealth management workstream, the bank will test an open architecture and interoperable blockchain platform to service tokenized and digital funds.

The tech provider powering some of the UK’s largest wealth managers

The software architecture means that the risk, the effort and the cost is shared amongst the client community.

“Private banking will become a digital platform”

Private banks often fear that digitisation will lead to the disintermediation of the customer’s relationship manager by an APP or, worse, a robot-advisor.

Top US Bank, Commerce Bank, goes live on the FedNow Service with Temenos

FedNow® roll out continues Commerce Bank’s progressive modernization from legacy systems to a single, future-ready, cloud-native platform

The digital frontier: how tech-driven wealth management is transforming multi family offices operations

The adoption of these technologies signifies a departure from traditional methods, leading to more efficient, secure, and individualised financial strategies.

Presidents Choice Financial® selects Temenos to expand banking business

The financial arm of Canada’s food and pharmacy retailer will adopt Temenos core banking as SaaS to enhance operational efficiency and deliver more innovative products

Temenos introduces Temenos Positions to transform banking operations

New lean solution serves as a single source of truth for all real-time balances and funds authorizations data across the enterprise, regardless of underlying technology

Banque Internationale à Luxembourg goes live with Temenos to modernize core banking and payments

Banque Internationale à Luxembourg standardizes its retail, corporate and private banking operations on Temenos banking platform to increase agility and optimize resources.

Iress sells portfolio management software as it streamlines UK operations

Pulse, which was purchased by Iress in 2015, provides portfolio management services to UK private asset managers working with clients on a discretionary basis.

Temenos board of directors gets a shot across the bow

Actually, the general meeting on Wednesday would have been a good opportunity to improve the relationship between company management and investors, which has often been tense in recent years.

Validata extends Technology Partnership with Temenos

Validata ConnectIQ to provide banks, fintechs and EMIs with AI-powered Cash and Nostro reconciliation tool capabilities

FinTech