Managers of Wealth

OCBC Launches Robo Service

For OCBC, the tie-up is a bid to «democratize» wealth management by offering products to a wider group of potential clients

DeVere launches new investment app

DeVere Core is the latest push into fintech for Green’s organisation, which has launched a series of groundbreaking app-based financial vehicles over the last year, including deVere Vault, deVere Crypto and deVere Investment.

Robo consolidation on the horizon as more firms enter market

Paolo Galvani, chairman of Moneyfarm, which has assets under management of about £400m, said he was "surprised" at the number of robo-advisers which are still coming to market.

IRESS first half revenues up 8pct, wealth and lending lead

IRESS chief executive Andrew Walsh said: “IRESS’ first half 2018 financial result illustrates our commitment to driving top-line growth and visible operating leverage across the group.

Five tech risks wealth managers can turn into opportunity

Wealth managers need to look at ways of embracing technology rather than viewing it as a threat

Private Banking: What If a Clients Asks for Cryptos

Big banks in general are keeping their distance to the crypto asset class

Fiserv Upgrades UMA

New features include dashboard alerts, flexible reporting views and a single sign-on to all Fiserv tools.

Link Asset Services investment boosts Dublin start-up Leveris

The start-up has built a software system for banks to offer retail and lending services online.

12 Tools To Run Your Family Office Like A Silicon Valley Startup

As the sheer speed of change today in virtually every business and communications sphere nears the social equivalent of light-speed, many older family offices have had difficulty keeping their services relevant.

Growth in the Machine

How financial services can move intelligent automation from a cost play to a growth strategy

Digitising financial services still in early stages

This is important in the sense that acquiring clients has become more challenging and costly as competition increases.

Industrial Bank creates new Hong Kong Private Banking Business with Avaloq Banking Suite

In conjunction with Avaloq’s premium implementation partner Orbium, the Avaloq Banking Suite was implemented in just six months.

Standalone robo-advisers struggling to survive

Has the wealth management industry reached peak robo?

Robo, blockchain and predictive analytics – applications in wealth management

FNZ first started in New Zealand in 2004 and is now headquartered in the UK where it is the market leader.

First Direct takes the lead as banks now have to say if their own customers would recommend them

They will also have to send reminders to their customers when they make changes such as closing local branches or hiking charges.

Bitcoin investing is creating tax predicaments for hedge funds

As a result, many funds have tried to minimize their liabilities without really knowing what the rules are.

SS&C: Hedge Funds Return +0.97% In July

The SS&C GlobeOp Capital Movement Index represents the monthly net of hedge fund subscriptions and redemptions administered by SS&C GlobeOp on the SS&C GlobeOp platform.

RegTech solutions for the digitisation of client onboarding

IMTF, with headquarters in Switzerland, offers to FIs across the world innovative and reliable RegTech solutions for automated onboarding, KYC/EDD, AML and Fraud helping them deliver a better client experience, increase efficiency, and achieve significant

Adapting wealth management for a BigTech world

The rise of BigTech and consequent encroachment into wealth management is now inevitable

UBS reduces IT outsourcing to Cognizant sharply

Cognizant and UBS have had over a decade-long relationship.

FinTech