Managers of Wealth

Orange partners with Additiv to offer digital wealth management services for financial institutions

This means that the SaaS products can be easily plugged into financial institutions’ existing systems.

StatPro acquires regulatory risk services bureau

StatPro expects annual revenue levels for the acquired service to remain broadly similar for 2018 and will incorporate ODDO BHF Risk Service revenues from 1 July 2018.

Switzerland looks to liberalise cryptocurrency banking access

Traditional banks have refused to operate accounts for the country’s ‘crypto valley’ start-ups

New RegTech White Paper Highlights Disruptive Impact for Financial Services

RegTech solutions exceed UK expectations, enhancing regulatory compliance and creating opportunities for companies to achieve transformative operational efficiency

GBST unveils new digital platform for wealth managers

The solution is highly-configurable and provides multi-device access

Swiss Bankers Association Creates Working Group to Help Blockchain Firms Open Bank Accounts

The recommendations developed by the group will also be consolidated with the Swiss FINMA.

Military grade Swiss bunker opens vaults to crypto investors

The innovation comes as a growing number of rich people and institutions are investing in blockchain start-ups via initial coin funding ICO crowdfunding schemes.

Are Humanoid Robots & AI the Future of Banking Industry?

If the robots are able to enhance customer experience, HSBC will roll these out to its 228 U.S. branches.

The world of virtual banking will see strategic partnerships between banks and fintechs: KPMG

The city’s de facto central bank has set a deadline of August 31 for receiving applications for the first batch of virtual banks.

Merrill adds Zelle to wealth management app to let clients make payments

But advisers say they don't see using apps like Zelle or Venmo to collect client fees

The robots at HSBC aren't bankers. Yet.

After seven months of testing the robot with customers, the bank introduced Pepper on Tuesday at its flagship Fifth Avenue branch in Manhattan.

Profile Software sponsors Compeer's Wealth Management Conference

The Yearly Review”, taking place on 27 June 2018 in London, showcasing its pioneering and award-winning Investment Management and Banking solutions.

High tech law firm launches online knowledge solution for asset managers

Global Knowledge Hub content has been drafted from scratch, it is available in a clearly defined scope and qualifies as structured data

Merrill Lynch Introduces New Mobile App Features That Make It Easier to Manage Finances

Active users of Merrill Lynch’s mobile platform have grown by 20 percent over the last year.

LatAm HNWIs lead demand for hybrid and Big Tech WM

Over half of North American HNWIs (55.2%) considered it a highly important service, but these figures dropped below 50% when it came to HNWIs in Europe and Japan.

Zurich WM platform grows team amid Swiss expansion

For WealthArc, Fornaro's addition signifies the beginning of its Swiss expansion.

Ex-Barclays Wealth chief’s insight tool courting investors

International Adviser understands the start up, which went live in February, is in talks with strategic investors about taking a stake in the tool.

Wealth Dynamix Ranks 5th Fastest Growing Fintech Firm in Europe

The FT 1000 lists the companies in 31 European countries that have achieved the highest compound annual growth rate in revenue. Technology remains the best represented sector, contributing 155 companies to the list.

All You Need to Know About the Future of Blockchain Wealth Management

The wealth management industry needs to ensure it stays ahead of the changes to remain competitive.

SS&C GlobeOp Forward Redemption Indicator

Investors may, and sometimes do, cancel redemption notices. In addition, the establishment and enforcement of redemption notices may vary from fund to fund.

FinTech