Managers of Wealth

Profile Software to showcase new platforms at Sibos

Profile executives will be available, at stand no J131, to meet with professional delegates and discuss how Profile’s solutions can enhance their digitalisation journey.

Carey Olsen supports Zedra on cryptoassets offering

Carey Olsen has supported trust, fund and corporate services provider Zedra on the launch of its end-to-end solution for the purchase and sale of Bitcoin.

SC Ventures Invests in Artificial Intelligence Platform

SC Ventures has made a strategic investment in artificial intelligence services platform Digital Reasoning

BNY Mellon and Bloomberg to Deliver Front-To-Back Integration Capabilities

The new connectivity streamlines data delivery between the two firms and enables clients to access BNY Mellon's data and analytical workflow tools directly through Bloomberg AIM, delivering unique capabilities and insights to investors, technology le

SS&C Successfully Re-platforms Largest U.K. wealth manager onto Bluedoor

Largest U.K. wealth manager seamlessly migrates GBP69.1 billion AUM

Robo wealth manager secures £5m boost from City veteran

For portfolios managed on a discretionary basis, all-in fees range from 1 per cent (for total invested amount between £50,000 and £249,000) to 0.7 per cent (for anything more than £500,000).

The new Swiss banks of crypto

Switzerland is the first country to attempt to regulate cryptocurrency banking. Will it disrupt legacy banking worldwide?

Objectway Recognized as a Key Player for Client Reporting Solutions Delivering a Better Client Experience

Objectway offers different forms of client reporting: traditional PDFs, Apps, secure messaging, or remote collaboration via secure auditable video reporting.

UK Private bank appoints payments technology provider

PSD2 is an industry-wide programme enabling banking clients to better harness the value of their transactional banking data.

SS&C to buy Globacom's Investrack wealthtech business

The transaction is subject to customary closing conditions and is expected to close in September 2019.

Xen Aims to Boost Asian HNWIs Access to the World of Alternative Investments

Aside from often requiring single commitments of USD20 million or more, they are illiquid and not especially transparent.

Avaloq launches new Cost & Fee Analytics solution

Using powerful data analytics, the new solution allows institutions to deliver a precise, transparent evaluation of the impact of potential discounts

Eight in 10 wealth firms fail at technology

Bad digital services risk driving future clients away

Octopus completes acquisition following FCA approval

The deal was agreed in principle in August for £10 million

Zedra Enters The Digital Assets Market

ZEDRA has also partnered with digital custodians Vo1t, trading and settlement specialists BCB

Realized secures funding to expand wealth management capabilities

Using 1031 “like-kind” exchanges and other tax-deferment mechanisms, Realized helps investors co-invest in diversified commercial property portfolios that are designed to offer potential income without landlord responsibilities.

Touchstone selects Sequrest

Sequrest facilitates its services delivery through its newly-developed Paratus Cyber Management System, which provides Cyber Security as a Service (CSaaS) “on demand” to clients, by means of a simple online dashboard.

Five Signposts for Making Every Personalized Client Journey a Success

Twenty-five percent of consumers surveyed stopped doing business with a company not because of product problems, but because the firm didn’t personalize their experience.

SS&C Soars to Top-10 on Fortune Magazine’s 100 Fastest-Growing Companies list

Fortune ranks companies based on average annual revenue growth, total stock return and average increase in earnings per share over a three-year period.

Axxcess Wealth Selects HiddenLevers

Axxcess has implemented components of HiddenLevers Asset Manager Platform via API within its own advisor-facing tech stack, with access given to RIAs and Broker Dealers working on the Axxcess Platform.

FinTech