Managers of Wealth

Objectway At #77 In The 2020 IDF Fintech Rankings By IDC Financial Insights

The company continues ascending positions in the most authoritative top 100 global providers of financial technology

The New Digital Thundering Herd - High Net Worth Baby Boomer

Self-service is an important and attractive part of a digital offering.

Digital Wealth Manager SIMON Adds New ETFs to Platform, Launches New Marketplace

Financial professionals that use the SIMON platform will now have the option to consider adding the “attributes” these products can bring to a customers’ investment portfolio

FlowBank Selects Temenos SaaS to Rapidly Launch Swiss Digital Bank and Reinvent Online Investor Experience

The bank aims to meet the needs of both sophisticated and new investors, who wish to manage their banking and investments on their own.

CREALOGIX Insights: Empowering Digital Wealth Clients with Impact Criteria

The demand for investment strategies that incorporate ESG and impact criteria is growing very rapidly.

Wealth Dynamix Formalises Partnership with Chappuis Halder & Co. to Embed Client Lifecycle Management within Best Practice Digital Transformation Initiatives

The formalisation of this partnership builds upon an already solid and proven foundation of collaboration.

Avaloq launches social messaging app

Use of digital channels and the demand for new ways of client interaction have accelerated during the COVID-19 pandemic

SS&C GlobeOp Hedge Fund Performance Index at 0.75 per cent for September

The gross return of the SS&C GlobeOp Hedge Fund Performance Index for September 2020 measured 0.75 per cent.

Opening remarks at the launch of the Artificial Intelligence Public Private Forum

Speech given by Dave Ramsden, Deputy Governor for Markets & Banking

StanChart Tech Boss Heeds Bank’s Post-Wuhan Stress Lessons: Q&A

The pandemic drove thousands of older customers online for the first time, stress-testing technology for a company that’s bet heavily on digital banking.

Bank of Montreal : BMO WealthPath® Launches New Interactive Scenarios For Navigating Change

"By empowering our clients with a visual, comprehensive wealth plan, we make it possible for them to see how changes can affect their plans and they will be equipped to make more informed and confident choices ahead."

A brave new world with virtual worlds

How virtual worlds are the next evolution in communication and collaboration

SIF takes the pulse of the green fintech sector

The Swiss financial centre should further strengthen its position as a leading location for sustainable financial services.

Attica Bank selected RiskAvert, the risk management platform

RiskAvert is a robust, automated platform that helps banks precisely calculate the regulatory capital adequacy and produce reports under the current EBA requirements in a natively integrated, yet modular environment.

UK wealth manager goes live on SEI Wealth Platform

UK wealth manager is now live on the SEI Wealth Platform (SWP) following the successful migration of the firm’s assets.

Digital bank for the well-heeled gets licence to build Monument

The new digital bank secured its provisional licence from banking watchdogs this week, Sky News understands.

Monument builds new challenger bank for mass-affluent

Monument, a new digital-first UK bank for the mass affluent, is heading for a 2021 launch after securing a Series A investment and restricted banking licence from UK regulatory authorities.

SEI Launches New Investor Tax Savings Report for Independent Advisors

Automated Service Now Part of Suite of Innovative Technology Solutions

Dorsey & Whitney Trust Company and Hills Bank and Trust Go Live on the SEI Wealth Platform in a Fully Remote Environment

Readiness and Trusted Strategic Partnership at the Root of Successful Virtual Client Implementations

Hong Kong Virtual Banks Eye Wealth Management

Seven out of the eight licensed virtual banks have officially opened for business with the final entrant

FinTech