Managers of Wealth

Clearstream targets streamlined fund operations for Swiss bank

Clearstream will collaborate with Edmond de Rothschild as the Swiss bank aims to simplify its third-party fund processes.

Nimble fintechs are going to sweep away the old banks – right? Wrong

What we also heard – that may surprise the champions of change – is that many of the challenges faced by fintechs and the old guard are the same.

Wealth Management Startup Gets $800 Million Valuation

“We’ve grown from $4 billion assets under management the last time we raised to nearly $10 billion now,’’ Jon Stein

Utmost Wealth Solutions announced as latest provider partner for Panacea Adviser

Utmost is a leading provider of wealth management services, based on the Isle of Man and in Dublin.

Temenos second-quarter sales up 14 percent

"This is translating into significant growth in our market as banks embark on front-to-back progressive renovation of their legacy systems."

Isle of Man aims to be ICO hub

This includes requirements to comply with Know Your Customer (KYC) and beneficial ownership procedures.

WDX - A Finalist for the 2017 WealthManagement.com Awards in New York

Now in its 3rd year, the 2017 Executive Forum and Industry Awards recognize the companies and organizations that support financial advisor success.

FXAwards - Silver Win for SHL Digital Client Portal

Clear customer insight was also a focus

Tool launched to help advisers meet EU rules

The new platform underpins SIX’s existing MiFID II data offering and PRIIP document generation and distribution services.

Citigroup is staffing up for a new center that will unleash robotics throughout the bank

The bank is seeking talent spanning the seniority spectrum from junior engineers to senior vice presidents.

Lufax to launch first overseas online wealth management platform in Singapore

Pure online wealth management platform that will serve retail investors all over the world.

IRESS named ‘Best Trading Platform’

The award recognised the highly configurable nature of the technology and its ability to deliver real-time services to users.

New Access Signs Extended Deal with Catella Bank

Catella Bank has chosen to trust New Access for its ability to provide a comprehensive Front-to-Back solution compliant with MiFID II regulations and requirements, as well as the new IFRS 9 accounting rules.

Wealth management platform provider excels in adviser satisfaction

The Investment Trends Planner Technology Report is based on a quantitative online survey of 533 financial planners conducted by Investment Trends between 10 April and 15 May 2017.

Digital Wealth Management platform crowned “Best Digital Advisor-Client Solution”

The company has also been confirmed as an accredited system provider with the 2017 GoodAccredited Standard for the second consecutive year.

Nedbank Wealth and icandi CQ create cybercrime awareness campaign

Nedbank Wealth and icandi CQ hope to prove that South Africa does have the people to fight cybercrime; it’s just not the traditional professionals that are usually thought of.

How to profit from the rise of robots who'll make your tea: As spending on robotics is expected to soar

By 2030 it is predicted up to a third of British jobs could be done by robots

Allfunds unveils API platform for wealth management

This Platform will integrate Allfunds’ technology and services into their digital solutions in an easy and cost-effective way.

Julius Baer acquires stake in Swiss fintech firm

Julius Baer will invest in the Pfaeffikon, Switzerland-based wealth management provider, Nectar said in a statement on Tuesday.

MioTech Partners with Silverhorn

Silverhorn is a leading wealth management boutique with a core focus in Asia

FinTech