Managers of Wealth

St James’s Place selects eVestment in increasing institutionalisation of investment manager selection process

The FTSE100 company currently holds over GBP115 billion AUM.

Contemi Partners With GBG To Automate KYC, AML & Verification Process For Its Onboarding Solution

GBG uses layered identity document verification and biometric checks to authenticate customers in real time for a safe onboarding process.

China's Lufax ties up with Thai bank for local online wealth management

The platform, to be jointly operated by both parties and used for retail investors in Thailand, will help Lufax to expand its footprint in the region.

At Avaloq, Francisco Fernandez Eyes Up Legacy

The move, set to wrap by year-end, leaves few winners.

Fairstone moves to remote advice post crisis

The remote service will allow clients to see their adviser using Microsoft Teams and provides a screen sharing function which is using Adobe Sign to allow e-signatures.

Warren Buffett Buying Gold May Push Bitcoin to $50K, Investors Say

Warren Buffett’s Berkshire Hathaway sold bank stocks to buy a gold mining company, which will indirectly boost the price of Bitcoin, investors say.

The Drivers, Challenges, Opportunities, Steps and Technologies & Tools for Wealth Management Firms

Through the interview William and Amrik talks about the background and origins of Contemi,

CREALOGIX – Leading the Digital Transformation Charge into Asia Pacific

The firm’s focus is on evolving bank’s and end customer’s needs for digitalisation in a secure and personalised way within a comprehensive user experience.

SS&C Advent Honored in Waters Rankings 2020 Awards

In addition to detailed accounting for any asset class, including complex private debt, we’re continuing to enhance Geneva World Investor’s comprehensive support for any fund structure, from open-ended hedge funds to closed-end and hybrid stru

Wealth firm unveils app in Hong Kong

Customers can subscribe to funds at a minimum of HK$1

Is your cultural foundation strong enough for the disruption ahead?

The customer experience is a vital way for firms to differentiate themselves and build long-term relationships with clients.

The Need for Automation in ESG Investing

Some 35% of respondents believed that there would be significant increases while 52% thought there would be marginal gains for ESG.

Sombank Selects Temenos Cloud-Native Technology to Deliver Digital Islamic Banking Services in Somalia

Temenos technology will enable Sombank to accelerate digital transformation and offer a unified banking experience to customers in branch and online

SS&C GlobeOp Hedge Fund Performance Index

The SS&C GlobeOp Hedge Fund Performance Index is transparent, consistent in data processing, and free from selection or survivorship bias. Its inception date is January 1, 2006.

Profile: Half-Year Review in Distinctions

Profile Software was included in the 100 “Most Innovative Company 2020” by WealthTech100, which showcases the world’s most innovative WealthTech companies in the key highlights for the year.

Swiss digital bank doubles profit

The bank employs 722 staff, and is headquartered in Gland.

Broadridge Reports Fiscal 2020 Results

Recurring fee revenues increased 10% to $3,036 million from $2,760 million.

SS&C Announces Expanded Black Diamond Integrations with Schwab Advisor Center

These integrations provide users of Schwab’s custodial platform with additional opportunities to eliminate paper-based processes and further digitize their workflows.

The Next Evolution of Wealthtech Integrations

The rise of robo-advisors in the mid-2010s helped accelerate this trend.

First Swiss State-Run Bank, Basler Kantonalbank (BKB), Set to Debut Crypto Trading and Custodial Services

Switzerland’s SIX exchange has also played an instrumental role in boosting crypto activity within the country’s financial ecosystem.

FinTech