Managers of Wealth

Front Office goes Digital

The briefing will inform delegates on how to improve advisor productivity and client experience with a digital platform that provides intelligent customer management, daily planning and high levels of automation.

Swiss banking software firm buys competitor for $559 Million

Has achieved rapid growth with both top tier and mid-market banks in the US and internationally

Swiss fintech start-up backed by Dubai is valued at $1bln

Numbers is not profitable yet, but aims to break-even in two years.

Credit Suisse is planning an investment to blend digital services and personal touch

For that reason, a greater investment in such a service fits squarely within Credit Suisse's middle-of-the-road strategy.

Survey Finds Just 50 Pct. Of Swiss Bank Online

It was focused on digital payments technology, which in Switzerland is more advanced than digitization in mortgage lending.

Geneva and Eze under one roof: a powerful combination

We are joining forces on account management and product development to ensure our clients experience the simplicity of working with a single provider.

HSBC introduces 'Pepper' the robot — promising fun, efficiency and job growth

Pepper books appointments, offers information about services, and can even dance

Zug blockchain firm acquires Liechtenstein crypto exchange

‘The additional funding will allow us not only to drive the development of our platform, but also complete the licencing process,’ Blocktrade CEO Luka Gubo said in a statement.

Switzerland Approves Crypto Banks Sygnum and Seba Crypo

The move represents the burgeoning blockchain industry crashing into the traditional banking industry.

SEBA receives FINMA banking and securities dealer licence

SEBA is developing a comprehensive range of industry-leading investment products and digital asset tokenization solutions for professional and institutional investors.

Schroders Personal Wealth IT glitch ‘not unexpected’

"The new wealth platform will bring a number of benefits to clients including the ability to see all their investments in one place, online 24/7."

Labuan FSA Grants the First Digital Bank Approval

This will not only drive FinTech and innovations but also bring about new customer experiences and enhanced convenience through faster and more personalised services offered by the bank.

Bravura Wealth Management revenue up 14pc

Wealth Management FY19 EBITDA increased 17% to A$53.9m (A$46.2m in FY18).

Big benefits for emerging asset managers that partner with AI-savvy service providers

The data needs to be carefully reviewed, parsed and then processed for accurate and timely revaluation of assets

NTU Singapore to develop AI-based wealth management AML capabilities

An expert panel comprising executives from UBS, DBS Bank, OCBC Bank, UOB, Commercial Affairs Department, and MAS will offer guidance for the project.

Results: Iress delivers stable half-year performance

Iress also reported that the company expects FY19 guidance to remain unchanged and in line with guidance.

Robo-adviser targets ‘emerging’ wealthy individuals in Asia

The new private wealth account also has a funds platform allowing investors to purchase products only available to professional investors.

AI leaders in financial services

Common traits of frontrunners in the artificial intelligence race

Tiger Global invests $15mn in wealth management startup INDwealth

INDwealth plans to utilise the capital to build its technology, artificial intelligence and advisory team.

Multi-asset expansion as Swissquote goes down the real estate route

Continuing its multi-asset expansion, Swissquote’s Robo-advisor service now includes ETF