Managers of Wealth

Digital wealth firm receives Hong Kong licence

It will be able to offer services to retail clients in the Special Administrative Region

Wealth Dynamix Partners with Ortec Finance

By actively connecting the life goals of clients with their investment plans, relationship managers can deliver greater value and reduce excess pressure on service fees, by creating investment strategies that are more likely to satisfy client expectations

Big tech expected to shake up wealth management industry

Technology groups are well positioned to offer bespoke financial products for the affluent, report finds

PwC Surveillance Tool Went a Step Too Far

The new noise-tracking device presented by PwC would have enabled the compliance staff of trading houses to detect unusual activities in the homes of employees.

UBS: The Future of Home Office

The bank has the technology available to maintain its services throughout an emergency situation such as the one presented by the pandemic, giving remote access to its bankers to systems they need for their work – anywhere, at any time from any devi

Avaloq named Outstanding Wealth Management Technology Implementation – Back Office partner

The award is the seventh accolade or industry citation to be won by Avaloq in 2020; most recently, it won the Best Outsourcing Solution and Best Transaction Processing awards at the WealthBriefing Asia Awards 2020.

Corfinancial: 'Remote Working During Market Turmoil has not Affected our Clients Using Salerio'

Salerio was designed to handle unprecedented surges in trading volumes even while operating remotely.

Allfunds launches new B2B sub-advisory platform

The new service will operate as a separate business unit to be run by a Luxembourg Management Company in the future.

Innovation in Asset Management Investment Operations

Broadridge and WBR survey 100 buy-side operations leaders.

Blockchain and distributed ledger technology: no repercussions for tax law

Another area examined was the collection of withholding tax on income from equity and participation tokens.

Acumennet eFX launched for full management of Foreign Exchange Risk at Treasury Operations

Acumennet eFX can be deployed as stand-alone or as part of the award-winning Treasury platform Acumennet whilst it can be deployed on-premises or in the cloud.

Deloitte’s 2020 Global Blockchain Survey

From promise to reality

Implications of China’s Sovereign Digital Currency

The idea of a state-run digital currency (or e-RMB) has been brewing in China since 2014, with a pilot programme starting in recent months. It is a digital yuan – backed by the government.

Broadridge Creates New AI-Driven Digital Execution Platform to Bring Next-Generation Liquidity to Corporate Bonds

Broadridge has partnered with Jim Toffey, founder of Tradeweb Markets

Here are the UK’s 6 leading digital wealth managers

These firms have brought a new meaning to the saying “look after the pennies and the pounds will look after themselves.”

What To Consider When Evaluating A Technology Vendor

The tools and technology that vendors are using in the administration of your activities is another area to explore in the evaluation process.

Objectway Wins XCELENT Depth of Service Award

Celent also recognised that Objectway Client Engage and Conectus Onboarding provide “a comprehensive front-to-back Client Lifecycle Management offering allowing clients to identify prospects as well as onboard, with a user-friendly UI”.

ERI Bancaire Teams Up With IBM

The new offering hosted on IBM public cloud will give private banking customers more flexibility

FIS launches Wealth Management offering

The solution is appropriate for wealth management firms, wealth divisions of banks, trust companies, custodians and brokerage firms.

Act Analytics and Black Diamond Announce ESG Technology Integration

Advisors using both systems will be able to better manage ESG portfolios for clients, saving time, ensuring accuracy, and gaining scale as portfolio data from Black Diamond is automatically downloaded into ACT Analytics for ESG portfolio comparison, model

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