Managers of Wealth

Digital Transformation: A Key Enabler For Wealth Management Firms In Post-Pandemic Times

CEO of Incedo, a Bay Area-headquartered consulting, analytics and technology services firm.

BITA Risk wins the most innovative client solution award

BITA Risk now brings practical ESG (Environmental, Social and Governance) management to the desktop for wealth managers.

Talking 'bout a revolution: The disruptive impact of ESG on wealth management

The ascendance of a new generation of retail investors has enhanced the spotlight on this fast growing area, as has COVID-19.

What advicetech trends can we expect to see in 2021? by Emily Chen, Iress

While consumer data rights legislation officially kicked off in July this year, it won’t be until next year we’ll begin to see some of the benefits of Open Banking.

AI, or a thousand shades of grey? by Russ Bryan

With AI, after a time we may start to receive different answers from the same inputs because it generally involves broader data sets and far higher volumes, with all the associated probabilities.

Where Have All The Robos Gone?

Build it and they will come.

SS&C GlobeOp Forward Redemption Indicator: October notifications 2.84%

Movements in the Indicator reflect investor confidence in their allocations to hedge funds.

Cidel wins Digital Innovator of the Year

This helped Cidel grow its AUM even during the initial stages of the implementation

Digitizing and Streamlining Securities-Based-Lending from End-to-End in the Cloud

New technology provides a fully digital SBL process, from origination to collateral monitoring to loan servicing with advisor and client self-service capability

CH & Co. bolsters CLM offering with Wealth Dynamix alliance

Its clients span many of the top brands in retail and wholesale banking, insurance, wealth management and fintech.

Is it time for an agile Revolution in Financial Services?

Fintech is booming, and digital financial services (digital wealth, online insurance, online trading etc.) are an integral contributor to that boom.

Welcome to the future by Andrew Walsh, CEO, IRESS

To perform at our best we need to have the discipline to switch off and focus - we’re humans, not machines.

Five information security rules for the new world by Andrew Todd, IRESS

People are still the primary risk to data loss or an information security breach, so keep up the training and education particularly around fraud and social engineering, and reinforce the care required around unknown emails, fake emails or websites.

Boosting Women in Technology in Southeast Asia

Shifting from Awareness to Action on Gender Diversity

Refinitiv, NRI Launch Refinitiv BETA and I-STAR/GX

The high-volume solution offers a single-stock record across all asset classes and markets, driving domestic and international corporate actions processing.

Investors backing tech in a pandemic must balance risk and reward

When it comes to assessing the mood of ultra-high-net-worth families, though, this is far from the whole story.

Avaloq signs its first Taiwan-based client

The agreement will see the Taiwanese bank implement Avaloq’s market-leading wealth management software across its private banking division in Taiwan, Hong Kong and Singapore.

Conversational Banking: Higher closing rates – seamless communication with customers

The consumer goods industry has always used the tactics of personalisation and customisation: a piece of jewellery adapted to the taste of the individual, the unique pair of trainers offered to an individual, the dream car that no one else is driving.

UBS Helpetica – the new platform for volunteering

UBS is launching "UBS Helpetica", a new platform for volunteering in Switzerland.

Fenergo Awarded for Best On-Boarding and Best Compliance at Wealthbriefing European Awards 2020

Fenergo is committed to developing innovative and market leading solutions that not only address these challenges but future-proof financial institutions from changing regulation in the fight against financial crime.

FinTech