Managers of Wealth

Robo-advising platforms carry new risks Hands off—guard up

Robo-advising offers new opportunities for financial institutions. It also exposes them to new risks that shouldn’t be underestimated.

How technology supports the regulatory evolution

The regulator now expects the wealth manager to deliver advice to the clients.

European WealthBriefing Awards 2017 ERI wins the "Transaction Processing Solution" category

The judges’ citation reveals that for the OLYMPIC Banking System: “the speed and efficiency of the winner’s system was clearly demonstrated alongside an ability to deliver projects consistently over time”.

The Cyber Menace And How Wealth Managers Should Face It by Jaco Cebula, Multrees

Understanding of different data domains – it is vital that individuals understand where and how corporate data is stored e.g. local devices, corporate network, cloud etc., as well as the risks inherent in each.

Your bank tomorrow will be paperless, frictionless, and without a physical presence

Think about it, as a customer what do you need — a bank or banking services?

Credit Suisse launches digital platform for Thai clients

The new platform gives the bank’s clients round-the-clock access to comprehensive information about their accounts, market insights and intelligence relevant to their portfolio.

Old Mutual battles for reputation after dropping IFDS

Mark Polson, principal of The Lang Cat consultancy, said the amount OMW was going to pay FNZ, an estimated £120 million to £160 million, was still high.

Third Financial Breaking New Ground with Tercero Cloud

For the hundreds of UK firms with sub £1 billion AUM, Tercero Cloud offers the three major benefits of superior technology, a low, all-inclusive charge and a completely personalised service.

SoFi moves into wealth management

SoFi Wealth users can access their accounts via the web, as well as the SoFi Wealth app, available now for both Android and iOS.

Acadian Asset Management Live on SS&C's Administrator Platform

As part of the agreement, SS&C will provide Acadian its world class long/short fund administration services with Syncova, a powerful end-to-end margin management and financing software.

Old Mutual's platform woes show advisers should care about tech

This is a big change – Old Mutual Wealth was £330 million into its project with IFDS, and the thick end of five years have gone by since it got on the road.

Facebook’s Q1 results and five things for financial services

Facebook’s vision in the space is to “automate beyond buying” – providing transparent and convenient payment transfers and we could speculate potential consumer lending at marginal costs for the user, with the transaction informati

Digital Wealth Management platform was crowned “Best Front Office Solution”

The judging panel commented on the winning entry “Our winner has put a great deal of work into developing a user-friendly front office solution. Judges felt its focus on design and ease of use comes through very clearly.”

In Cashless Sweden, Even God Now Takes Collection Via an App

Swedes’ aversion to cash is increasingly showing up in money supply data.

Swiss EY Team Joins Polybius Cryptobank as Advisors, ICO to Follow

The Polybius Cryptobank project attracted the attention of Swiss financiers at the BlockchainUA conference held in Kiev in March.

Why Apple Pay is poised to beat PayPal in the luxury fashion space

Of the retailers who don’t currently support Apple Pay, 22 percent said they plan to accept the service within the next 12 months.

SJP strikes deal with fintech firm for new service

The wealth firm noted that this diversification also increases the protection that client deposits are afforded collectively by the Financial Services Compensation Scheme.

Could Cryptocurrencies be the Ultimate Tax Haven?

What makes it all worse is that under a Liberal government, you’ll end up being worse off.

Why Fintech Struggles to Make It

Large corporations have taken the initiative and successful startups are those who seek refuge under the wings of a bank or insurer.

NY Green Bank Selects SS&C for Loan Servicing, Investment Servicing, and Fund Administration

SS&C GlobeOp selected as the preferred provider of services and technology pursuant to a competitive solicitation issued by state-sponsored entity

FinTech