Managers of Wealth

SS&C to Release Third Quarter 2019 Earnings

To be released on October 31, 2019

Union Bancaire Privée onboards a new technology-focused equity long/short strategy on its alternative UCITS platform

Having successfully managed our technology-focused long/short strategy for 16 years now, we are excited to extend the offering to the broader UCITS audience and contribute to the diverse product offering that UBP’s platform provides.

Blankstone Sington Goes Live on Wealth Intelligence’s Allfunds Platform

Blankstone Sington already used the WIN platform, including its capability to automate the order management process.

Broadridge Enhances Composition Capabilities for Regulatory Communications

"This is another example of how Broadridge is helping asset management and other financial services firms streamline regulatory and marketing communications in a complex environment."

Ransomware Attacks for 2019 Already Outpacing Total Number of Incidents in 2018

Some ransom demands have grown to the six-and seven-figure range

NexJ Systems launches CRM for wealth management

NexJ CRM for Wealth Management is purpose built to provide financial advisors the ability to save time, optimize customer value, and enhance client engagement.

Broadridge pushes deeper into wealth management with Fi360 takeover

The acquisition will also further strengthen Broadridge's data and analytics tools and solutions suite that enable asset managers to grow their businesses by providing greater transparency into the retirement market.

Wealth managers battle to make it Appen

A meaningful app offering is no longer just ‘nice to have’, but an increasingly serious business channel.

Banking giant UBS officially implements we.trade blockchain

The Swiss bank revealed it went live on we.trade at the start of October, providing services to small and mid-sized enterprises.

Mind the cryptoasset information gap

Potentially large and unhedged exposures to cryptoassets could have financial stability implications, particularly given there is currently no prudential treatment for cryptofasset exposures of financial institutions.

Avaloq Outline is SIX’s new network partner for digital invoicing via online banking

Thanks to its wide range of services, Avaloq Outline has qualified as a new eBill provider for SIX.

South African fintech firm secures majority stake in Liechtenstein PB

The transaction, which is subject to the approval of the Liechtenstein Financial Market Authority, is expected to close in March 2020.

SNB and BIS sign operational agreement on BIS Innovation Hub Centre in Switzerland

The Swiss Centre will initially conduct research on two projects.

“Use Bitcoin”: Swiss Government Narcs on 3.1M Foreign Bank Accounts

The FTA sent information on approximately 3.1 million financial accounts to the partner states and obtained information on approximately 2.4 million accounts.”

‘Jim’ the Chatbot Helps Singapore Bank Hire for Its Wealth Business

Quality of shortlisted candidates improved after DBS uses Jim

Using AI for safekeeping capital investments and portfolio optimisation

There are several ways in which we can apply AI strategies in order to solve the main challenges faced by wealth managers today.

Citi Partners with Software Fintech to Launch Refreshed Digital Investment Portal

Best-in-class Digital Investment Platform delivers Upgraded Client Experience for Money Market Fund Portfolio Management

Directors Failing to Receive Majority Support Hits Five-Year High

The number of board nominees failing to get at least 50% support was 478 compared to 416 in the first six months of 2018.

SS&C GlobeOp named Best Private Equity Fund Administrator

Private Equity Wire’s readers’ votes determine the winners of each category.

Refinitiv and SigFig Partner to deliver digital advice technology solutions to wealth management clients

The latest research from Refinitiv shows that the pace of digital evolution is quickening.

FinTech