Managers of Wealth

3 Ways to Stabilise your Wealth Management Business by Delving into Data

The urgency to act is now far greater, as business continuity could depend upon it.

Brinker Capital to implement BlackRock's Aladdin Wealth Platform

This success is due in part to the team’s expansion, customized portfolio management, ancillary services provided by leading industry partners, and enhancements to Brinker Capital’s advisor and end-investor platform, One Wealth Life.

For Wealth Managers, Technology Can Enable Genuine Human Interactions

For SIEL’s CEO, Brett Williams, social distancing measures have shown the positive role of technology in enabling more face-to-face client service rather than replacing it.

FAB Switzerland renews its long-term contract with Avaloq

For Avaloq, this is the second deal closed with a Geneva-based private banking institution in 2020.

Your Home Office Is a Hacker’s Paradise. Here’s Why.

Kids, anxiety, and distance from colleagues make investors ultra-vulnerable.

Capita Partners with Wealth Dynamix

The Capita Consulting team brings vast expertise to wealth and asset management firms looking to harness the power of digital, data-driven technology solutions.

LOIM launches fintech fund managed by ex-Robeco PMs

Van Oerle previously managed Robeco’s Global FinTech equities strategy, while Vondenbusch was a senior portfolio manager.

Open finance – assessing the fintech future

By extending the principles of open banking to open finance we could deliver transformational benefits and improve financial awareness among consumers

UBS plans to launch digital wealth platform in China, report says

Koh told the South China Morning Post that after its launch in China, where UBS is targeting the growing middle class, the new platform could be launched globally.

CVentures invests in London-based Countingup

The startup offers banking and accounting services to startups, freelancers, and self-employed self traders.

A new playing field: Open Finance and wealth management

Some of the key benefits the FCA are reviewing include greater competition, improved innovation, better decision-making and the reduction of friction.

Go on the attack while the challengers get weak

Consolidation gives well-funded market leaders the opportunity to finally occupy the fintechs’ not-so-new space, and to secure market share with young and increasingly with older clients who fall well into the “over 50s” segment.

Cayman Proposes virtual Assets Framework

The Virtual Asset (Service Providers) Bill 2020 (“VASP Bill”) is the latest legislative development in Cayman’s ambition to become a global technology hub.

SS&C Technologies Partners with FLX Distribution

Partnership provides asset managers expertise and a comprehensive end-to-end solution

Broadridge Reports Third Quarter Fiscal 2020 Results

The importance of what we do to power global trading and wealth management, enable safe and effective corporate governance, and keep investors informed has never been greater.

The ethics of artifical intelligence AI

Why new technologies have to master ethical questions, too

Future Super: The need to be flexible

AI and machine learning are likely to become mainstream and will drive the need for quality data and insights.

Annual IBM List Celebrates Global Women Leaders Shaping the Future of Artificial Intelligence

Company honors 35 professionals from 12 countries, as new global survey shows benefits of diversity to AI -- but notes that work is still needed to close gender gap

Reg BI: The Show Must Go On

SEC holds firm on June 30, 2020 compliance date.

TORA partners with Imagine Software to create best-in-class Global Trading Platform

The affiliation between the two companies' offerings will provide the strongest universal multi-asset front-to-back trading solution.