Managers of Wealth

Barclays and Credit Suisse heavy-hitters team up to tackle traders’ bad behaviour

Steve Aldridge, the former head of macro eSales at Credit Suisse, is the latest senior markets professional to join SafeScribe

Global Changes at Wealth Tech Firm

The Australian headquartered supplier of technology solutions to wealth managers and other financial service providers issued a statement to the Australian Stock Exchange detailing the leadership moves.

ERI and Swisscom team for hosted core banking tech and ops

Financial institutions will be able to pick and choose the services they require and by doing so, fine tune their business model to their specific needs.

Data mining the ‘holy grail’ to a superior client experience

Analytics is driving the digital client, he says, predicting that data will become the identity of wealth managers.

Developing technology with advisors at heart

They balance the multiple roles, driven by common beliefs that advisors need better technology to stay competitive and that they can help them better than anyone else.

Six banks sign up to UBS-led digital cash initiative

Swiss rival Credit Suisse among those joining project to make settling payments faster and less risky

Cyber-squatters Target Luxury Brands from Fendi to Prada

Cyber-squatting is the practice of purchasing domains with the intent of stealing internet traffic from a well-known brand or individual.

RBC pilots AI-based financial insight tools

Innovations such NOMI, with its related NOMI Insights and NOMI Find & Save, are provided to clients through our RBC Mobile app

How Canadian online investment manager is preparing to break the UK

The Canadian investing platform is coming to the UK next month, can it blow the competition out of the water?

Who is the sucker when robot trades against robot?

Quant funds struggle for returns as sector becomes more crowded

Ex-Merrill Lynch WM Chief Raises $32.5M for Robo

Ellevest is entering a crowded space that includes venture capital-backed robo-pioneers Wealthfront and Betterment

Glarner KB, Finnova in Fintech Deal

Glarner Kantonalbank and Finnova are thereby forging ahead with their digitalisation and industrialisation strategy in a targeted manner.

SEI boosted by £2bn wealth deal

“With regulatory pressure mounting and a client desire for a multi-channel experience, we believe it is becoming a question of when – not if – to outsource non-core functions.

Bank CIC unveils robo-advisory platform

The new digital offering is an important initiative for the bank and comes in response to growing demand from younger clients.

Avaloq confirms momentum with strong rise in profitability

In the first half of 2017, Avaloq continued the positive trend and further reinforced its growth strategy.

Will the human-robo approach to wealth management become best practice?

There are limits to a robo-only approach.

Digital Strategy, Legacy Systems & John Lewis – The Inconvenient Truth

The number one priority for many wealth management and advisory companies is around focusing on the customer and finding ways to differentiate themselves against the competition.

Webster Bank 'Goes Live' on SS&C's Lightning Platform

Webster Bank can redirect resources to value-add projects that support its growth and enhance its customer service.

Credit Suisse sells FastMatch to Euronext

Credit Suisse Asset Management’s NEXT Investors has sold FastMatch, an electronic communication network in the spot foreign exchange market. The buyer was Euronext. No financial terms were disclosed.

Goldman Adds Pay, Perks in Silicon Valley War for Tech Talent

Now he’s hunting talent, seeking to lure programmers who may not have considered working on Wall Street

FinTech