Managers of Wealth

WH Ireland chooses Intelliflo for tech development

Intelliflo are at the fore front of technology in this ever-changing UK financial advice industry

Fintech disruption in insurance and wealth management in vogue

The platform is developed together with two well-known financial players: BNY Mellon's unit Pershing, and private bank Julius Baer.

Capgemini looks to ride the digital wave

Almost any new initiative that you will do with clients will be digital.

Robo-advisers help investors instead of wealth managers

A robo-adviser is an online wealth management service that provides automated, algorithm-based portfolio management advice without the use of human financial planners.

Avaloq in Private Equity Hands?

The Avaloq owner outlined his strategic plans to build the business process outsourcing (BPO) business into a key revenue contributor for the firm

The radical change coming to Financial Services; Fintech in Switzerland

I am highlighting this because our usual image of Switzerland is so different – staid, conservative, resistant to change.

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FNZ to build new BPO centre for Kleinwort Benson, SG Hambros and Société Générale’s private banking business

Kleinwort Benson is currently using the T24 core banking system provided by Temenos.

Asset Managers Plan To Embrace Technology In 2017

More than half of asset managers surveyed by Osney Media and BackBay communications plan to replace outdated or legacy tech over the next year.

IRESS delivers greater price certainty for term protection with new on-line underwriting proposition

Disclosure of occupation also becomes mandatory when additional BMI information is selected.

Through the roof: What is driving soaring replatforming costs?

what exactly are the costs that go into replatforming, and why are firms having to spend so much?

Laserfiche wins 2016 Industry Award

It also noted that collaboration tools that facilitate team communication on processes through an integrated social community platform.

Automation will play only supporting role in wealth management for some time

Wealth managers know they cannot ignore increasing automation in their sector, but their jobs are safe from robots for the time being

Citi and Deutsche Bank join Neptune

The Neptune network provides a venue for dealers to share information with investors on the bonds that they are looking to buy and sell, making it easier for investors to execute bond transactions.

Will Bitcoin Become the new "Swiss Bank Account"?

This may lead some Americans to seek alternative ways to store value in a secure, private manner - and Bitcoin may be one ready solution.

Breakfast Briefing Report: Wealth Management And The Pursuit Of Digitalisation

Wealth managers who are not embracing digital technology as a central part of their business will be increasingly left behind.

Grand Coast Capital Group Selects SS&C for Commercial Loan Solution and Fund Administration

SS&C will provide Grand Coast Capital with a single, cloud platform for commercial loan origination, servicing and accounting, integrated with SS&C’s fund administration services and cloud-based fund services portal.

Lombard Odier to exploit rivals' tech woes with back office launch

The plans also include bringing the firm’s successful technology proposition in Switzerland to the UK.

Vermilion selected for private client reporting at Redmayne-Bentley

It also enables Redmayne-Bentley to comply with client reporting requirements under MiFID II.

FinTech