Managers of Wealth

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.

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’.

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

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.

Avaloq launches Wealth platform

Besides Wealth, Avaloq is also planning to launch two additional stand-alone platforms, Engage and Insight in the coming months.

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.

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.

Risk Management and Sponsored Repo

New twists in monitoring desk deals.

Using technology to engage with clients: The view from Objectway (part 1) - market view

Q&A with Alberto Cuccu, CEO Objectway UK and Belgium

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

The Increasingly Essential Role Of The Law Librarian

Robots are not coming for law librarians’ jobs.

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.

Will Robo-Advisors Replace Traditional Financial Planners?

The growth of robo advice has many wondering if human advisors face extinction.

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.

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.

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.

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.

SS&C Algorithmics wins Risk Technology Awards 2020 Bank ALM system of the year

The judges were impressed with the “rich and comprehensive integrated functionality…It makes good use of technology

Forte Securities selects Axia for investment and custody operations

Forte Securities selected Axia platform as the core system for its custody services offering

Canoe Intelligence and SS&C team up

Canoe leverages a combination of industry expertise and advanced AI and machine learning techniques to eliminate the operational inefficiencies associated with alternative investment workflows.

FinTech