Managers of Wealth

Washington Trust Wealth Management Adopts SEI Wealth Platform

The Platform will help enable Washington Trust to provide a significantly improved end-client experience.

Wealth managers shun the digital revolution

Could we see higher net worth clients switch to cheaper robo platforms?

Could Switzerland Become Home to the First-Ever Crypto ETF?

This development would bring a new level of investment transparency to the digital asset class market.

Race to harness AI dominates as digital tidal wave washes over fund management

Improved communication methods being explored as millennials’ wealth grows

SS&C Tackles AIFMD and UCITS Compliance with Anova 6.3

The latest Anova upgrade centers on enhancements to Anova Compliance, SS&C's powerful and flexible investment compliance solution.

Report: SS&C in early talks seeking buyout

First quarter revenue and profits surged this year.

Digital delivery of wealth management - the era of the platform?

The evolution of business models is already underway.

UBS Gets More Social in Asia

Swiss bank UBS claims these are important channels for their clients and the preferred channel for millennials.

Zuger Kantonalbank Introduces Advisory e-Tool

Swisscom already sold eVoja to Schwyzer Kantonalbank and in parts to Graubuendner Kantonalbank.

Tilney and SEI Private Banking extend contract by six years

The new agreement extends the companies’ successful relationship to December 2023 and includes a commitment from Tilney to use the SEI Wealth PlatformSM as the default option for future new clients.

Morgan Stanley Wealth Management Partners with Twilio

New partnership allows Financial Advisors to interact with clients through text message capabilities

Leading Swiss bank selects Appian to undertake digital overhaul

Appian can accelerate the development of powerful enterprise applications by requiring virtually no coding.

Morgan Stanley is turning to text messages to keep in touch with wealthy clients

The partnership is part of a digital strategy rollout at Morgan Stanley's wealth-management unit.

Calastone completes first phase of blockchain project

“The positive results of our PoC has shown that by using distributed ledger technology across the entire lifecycle of mutual fund transactions, from order placement through to the settlement and payment, industry participants could significantly ben

International business law firm launches new integrated platform for private clients

The launch of this platform reinforces the Firm's commitment to serve high net worth and ultra-high net worth individuals, families and the private enterprises they own or manage.

InvestEdge and MMxCHANGE Named Finalists for Three 2017 WealthManagement.com Industry Awards

Annual awards program recognizes outstanding organizations and technologies that support financial advisor success

Billionaire VC Draper shifts attention from China to Indonesia

Indonesia has the second-highest dependency on cash in the world after India, according to the World Bank

When Robos Go Bad

Tom Baker, professor at the University of Pennsylvania Law School, says robo advisors are not immune from conflicts of interest.

Adapting new technologies, firms challenged to keep it simple

The drive for simplicity is also rippling into how the industry adapts to the ongoing fintech revolution.

Swiss Fintech Giant Cuts a Third of its Jobs

The firm is a global distribution platform for banking products, a super market for customers of retail banking services ranging from loans to car insurance and funds.

FinTech