Managers of Wealth

Singapore robo-adviser secures SGD3 Million in funding

StashAway was founded in 2016 to provide an efficient, low-cost and intelligent digital investment engine that empowers individuals of all net worth to build their wealth.

Ignition wealth announces digital advice solution for users of leading platform

We are delighted to be working with BT to deliver a truly customer-first solution to their accountants, advisers and investors.

How To Ensure Cloud-Based Tech Vendors Are Truly Secure Partners

If your firm’s SaaS provider doesn’t follow state-of-the-art security measures, then you are placing your practice and your clients at serious risk.

Bank of the West and BNP Paribas to Host Third Annual International Hackathon in San Francisco

Ten Cities Across BNP Paribas' Global Footprint to Participate in Hackathon Weekend June 9-11

The onward march of low-cost robot services

A US financial giant has launched an online stock market fund platform. Will this spark a price war?

Jabre Capital turns to Broadridge for risk management

Given recent regulatory changes and the challenging markets in which asset managers are now operating, we are increasingly seeing established groups replace their current infrastructure

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.

FinTech