02/10/2020
Charles River Awarded “Best Portfolio Management Solution” at Swiss Awards
Wealth managers and private banks globally use Charles River to make more informed investment and de-risking decisions.
FinTech
02/10/2020
Ares Management Extends Agreement with SS&C
SS&C was first appointed by Ares in 2013 to provide fund administration and middle-office services.
02/07/2020
Contemi Nominated in the Onboarding Category for the Wealthbriefing European Awards 2020
This nomination highlights our commitment to developing cutting-edge, client-centric technology solutions
02/07/2020
Moonfare reaches €250m in assets under management
Users can invest in blue chip private equity opportunities with a minimum investment starting at €100,000.
02/06/2020
AI's Evolution: Trends To Watch In Investment Management
AI can make investment managers more efficient through better data easily accessed and understood.
02/06/2020
Why Family Offices Will Get Tactical, Digital and Cultural in 2020
We are already seeing a number of family offices with heavily concentrated positions (whether these are from a business, investment or geographic perspective) looking for opportunities to diversify through various means.
02/04/2020
Wealth Dynamix Becomes Microsoft ISV Connect Partner to Drive Value for Global Customers
Combine the power of Microsoft technology with the specific market expertise of Wealth Dynamix, and you have the perfect solution to address the regulatory and digital challenges of today's wealth management industry.
02/04/2020
Berenberg launches digital wealth management portal with support from Backbase
Berenberg will continue to move forward with its agile, user-centered methodology
02/03/2020
Digitising wealth management: Nucoro eyes Ireland as it takes investment into the digital age
The London-based fintech business on its plans to close a first Irish deal by mid-year.
01/31/2020
SEI Reports Fourth-Quarter 2019 Financial Results
The investments we make and our success in 2019 situate us well for the future.”
01/31/2020
Rich and famous turn to ‘personal cyber security’ to protect phones
Panicked clients seek advice after alleged hack of Amazon founder Jeff Bezos’ iPhone
01/31/2020
Citi partners with Invesco’s Jemstep to launch robo-adviser
Citi Wealth Builder will be free for clients with at least $50,000 at the bank
01/31/2020
Global investment in mental health technology surges above half a billion pounds
Some £2.04 billion was invested in mental health technology over the last six years
01/31/2020
Broadridge Reports Second Quarter And Six Months Fiscal Year 2020 Results
"Broadridge remains very well-positioned for growth, and we continue to invest in new products and technology to create value."
01/30/2020
French Firm Enters Wealth Management in Quest to Become 100% Digital Private Bank
The company’s track record, especially with a such a short timeline, has caught notable attention.
01/30/2020
Temenos and Google Cloud Announce Global Strategic Partnership
More than 3,000 financial services institutions around the world leverage Temenos’ modern, cloud-native and API-first technology.
01/30/2020
Banks adopt AI to manage sanctions and compliance risk
Lenders hope technology will help them spot breaches and avoid severe fines
01/28/2020
Objectway examines scaleable options for wealth managers
By 2025, an ideal scenario would be to see more scalable firms, with margins increasing and efficiency gains across their front and back offices.
01/27/2020
Companies Keep Flocking to Swiss Crypto Valley, Over 1,000 Jobs Added in a Year
The total number of companies working with digital assets and blockchain technologies in the Crypto Valley has reached 842, the survey reveals, compared to 750 in its last year’s edition.
01/27/2020
How Britain's financial giants scuppered the digital banking revolution
It could pave the way for new banking apps that help people manage their money