07/20/2020
Quest Asset Partners selects Iress
The launch of a fourth fund in May - a new long/short fund - introduced the need for a more scalable solution to its operations and in the management of portfolios.
FinTech
07/20/2020
MUFG Investor Services Selects Broadridge for Sophisticated Loan Tracking and Reporting Technology
Besides managing day-to-day loan administration, the Sentry Loan Portfolio Management system allows users to monitor compliance issues and reconcile and aggregate data to streamline or automate processes.
07/18/2020
Barclays to launch digital wealth management service
Barclays will then use the platform to combine this information with their expert team’s pick of investments, to create a personalised plan that can follow over 10,000 investment paths.
07/17/2020
Switzer launches wealth platform for women
It’s all about education and we’ll be working so hard to do our bit at Tilley Money to close the wealth gap between men and women.
07/17/2020
Covid-19: FCA and City Corporation 'digital sandbox' for innovative firms
Building on our approach to innovation, we are collaborating with The City of London Corporation to pilot a ‘digital sandbox’.
07/17/2020
UBS buys stake in home ownership platform
This strategic cooperation will enable all house and apartment owners to rely on key4 to provide answers and solutions to the various complex questions they may be asking themselves about home ownership
07/17/2020
COVID-19 renews impetus to fix legacy technology and get digital engagement right
Wealth managers are now preparing for what comes next, reviewing the technological implications, and setting priorities to ensure they can accommodate whatever our new normal will be.
07/16/2020
Avaloq launches Wealth platform
Besides Wealth, Avaloq is also planning to launch two additional stand-alone platforms, Engage and Insight in the coming months.
07/15/2020
The Vital Future of the Relationship Manager in Asian Wealth Management
There are many ways in which the RM can be re-invented in the decade ahead, and many steps are already being undertaken to achieve precisely that.
07/15/2020
Big Bang vs Modular Approach: What should you be looking for when assessing your options
The decision is usually influenced by the nature of the organization and the important thing to note is that Contemi Solutions support both the implementation approaches equally well.
07/15/2020
Risk Management and Sponsored Repo
New twists in monitoring desk deals.
07/14/2020
Using technology to engage with clients: The view from Objectway (part 1) - market view
Q&A with Alberto Cuccu, CEO Objectway UK and Belgium
07/14/2020
Broadridge Emerging as Go-To Solution for Leading Financial Intermediaries for New European Shareholder Rights Directive (SRD II)
Broadridge SRD II solution is market-ready; onboarding underway in multiple regions
07/14/2020
The Increasingly Essential Role Of The Law Librarian
Robots are not coming for law librarians’ jobs.
07/13/2020
Transitioning from a registered investment advisor to a multi-family office
A multi-family office is different from a high-end wealth manager in that it caters to multi-generational families.
07/12/2020
Will Robo-Advisors Replace Traditional Financial Planners?
The growth of robo advice has many wondering if human advisors face extinction.
07/10/2020
AI in financial services: addressing the risk of bias
Businesses should also consider engaging with collaborative industry initiatives to share best practice and knowledge on the development of AI.
07/10/2020
ICS Financial Systems: data-driven solutions are key to adapting to a new world
The wealth management industry has had to rapidly evolve as customers demand the latest digital solutions.
07/09/2020
CLSA expands access for Asia rich to unicorn tech investments
CLSA says it is the first to offer such diverse access to private companies so widely in Asia.
07/09/2020
Digital Wealth Maanagement: Automation And Cost Reduction To Create Value
One of the implications for financial institutions is the need for greater attention to the strategy of creating value: in a world where the speed of change is dizzying, operating as usual is no longer enough.