Managers of Wealth

IBM and Avaloq to jointly build the ‘Swiss Banking Cloud’

As part of the agreement, the Avaloq employees currently operating Avaloq’s data centres in Zurich and Lugano will join IBM in the existing locations.

Envestnet | Tamarac Enhances Integration with BNY Mellon's Pershing NetX360®

Mutual clients will now be able to access custodial documents directly from the award winning Tamarac Client Portal and Portfolio Management Application

Avaloq and IBM to build Swiss banking cloud

As part of the agreement, the Avaloq employees currently operating Avaloq’s data centers in Zurich and Lugano will join IBM in the existing locations.

ERI - Winner in the Transaction Processing category

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies which “have demonstrated innovation and excellence” during 2017.

SGG Group makes another acquisition

The transaction, which is subject to regulatory approval, is expected to be completed by August 2018.

Crypto-Focused Hedge Funds Keep Launching at Hectic Pace

The number of crypto-focused fund launches continues to accelerate this year despite the sharp drop in Bitcoin prices from 2017.

The Future For Automated Advice - Wealth Dynamics

Robo-advisers must have the capacity to consider investors’ needs from the outset and throughout their relationship

Westpac lost files of hundreds of clients, whistleblowers say

BT Financial Group, the bank’s wealth management arm, reportedly discovered the loss while digitising its records

SST Awards 2018: Best Outsourcing Provider to the Sell Side—Broadridge Financial Solutions

As part of its bid to engage customers, Broadridge has transformed its outsourcing dashboard to attract the next generation of clients.

Profile Software launches next Leasing solution

In particular, the Leasing Management module ensures end to end automation from the Origination, through the activation of Lease and up to the Debt Collection and Recovery operations.

The keys to connecting with tech-savvy investors

Find out tips for creating relevant information on-demand, communicating via multiple channels and providing greater transparency in the financial planning process.

Seven new start-ups join MonacoTech

SKYdeals allows travellers to take advantage of private sales during their flight using their smartphone.

RegTech incubator Codify adds five new fintechs to its programme

Codify, which launched last April, provides participants business resources and development opportunities, including office space, mentors, access to a network of partners and customers

J.P. Morgan Launches Enhanced Digital Target Date Compass Program

An Industry-Leading Program to Evaluate and Select Target Date Funds Gets Even Better

Artivest and RBC Wealth Management launch alternatives platform for HNW

The platform also provides a streamlined process to complete the investment subscription process making it easier to bring alternatives into investors' portfolios.

Basler Kantonalbank partners with Vontobel on digital distribution

Over 60 banks and 500 asset managers with more than 4,000 users in total currently use this real-time platform to create tailor-made bespoke investment solutions.

Bitcoin cash and EOS added to deVere Crypto

The news comes as deVere release the findings of a new international poll in which it is revealed that 35 per cent of high net worth individuals are now already invested in or will make investments in cryptocurrencies before the end of 2018.

Paris AM opens sister company in Geneva

The company’s CIO, Romain Decorps, said: ‘Many investors are interested in blockchain, but it is hard to find firms they trust and that are properly regulated.’

Red Deer selected by Close Brothers Asset Management to support MiFID II processes

This approach has the added advantage of preventing inducement across the firm.

Digital wealth manager Moneyfarm raises £40 million

Moneyfarm uses a blend of algorithmic-based investment advice backed by a team of consultants to reassure its customer base of 27,000 active retail investors and discuss portfolio performance.

FinTech