Managers of Wealth

Sanlam announce the First ever Balanced UCITS Fund managed solely by Artificial Intelligence

The financial markets have been through significant change in recent years.

Gamekeeper to poacher: should a CIO cross the IT divide?

As IT leaders switch jobs more often after completing major change programmes, should they consider moving to work for suppliers?

BlueRock Wealth Management Partners with FutureVault

The BlueRock Vault will be available to select members via the BlueRock Wealth Management site.

Robots aren't coming – they're already here

Robotics and AI are presenting technologists with an opportunity to have a Steve Jobs moment.

Digital Banking: Spanner in the Works

The big players already have been in the process of implementing their strategies for quite some time.

Race to harness AI dominates as digital tidal wave washes over fund management

"Adapt or die" sentiment dominates fund management talks on digital

Washington Trust Wealth Management Adopts SEI Wealth Platform

The Platform will help enable Washington Trust to provide a significantly improved end-client experience.

Wealth managers shun the digital revolution

Could we see higher net worth clients switch to cheaper robo platforms?

Could Switzerland Become Home to the First-Ever Crypto ETF?

This development would bring a new level of investment transparency to the digital asset class market.

Race to harness AI dominates as digital tidal wave washes over fund management

Improved communication methods being explored as millennials’ wealth grows

SS&C Tackles AIFMD and UCITS Compliance with Anova 6.3

The latest Anova upgrade centers on enhancements to Anova Compliance, SS&C's powerful and flexible investment compliance solution.

Report: SS&C in early talks seeking buyout

First quarter revenue and profits surged this year.

Digital delivery of wealth management - the era of the platform?

The evolution of business models is already underway.

UBS Gets More Social in Asia

Swiss bank UBS claims these are important channels for their clients and the preferred channel for millennials.

Zuger Kantonalbank Introduces Advisory e-Tool

Swisscom already sold eVoja to Schwyzer Kantonalbank and in parts to Graubuendner Kantonalbank.

Tilney and SEI Private Banking extend contract by six years

The new agreement extends the companies’ successful relationship to December 2023 and includes a commitment from Tilney to use the SEI Wealth PlatformSM as the default option for future new clients.

Morgan Stanley Wealth Management Partners with Twilio

New partnership allows Financial Advisors to interact with clients through text message capabilities

Leading Swiss bank selects Appian to undertake digital overhaul

Appian can accelerate the development of powerful enterprise applications by requiring virtually no coding.

Morgan Stanley is turning to text messages to keep in touch with wealthy clients

The partnership is part of a digital strategy rollout at Morgan Stanley's wealth-management unit.

Calastone completes first phase of blockchain project

“The positive results of our PoC has shown that by using distributed ledger technology across the entire lifecycle of mutual fund transactions, from order placement through to the settlement and payment, industry participants could significantly ben

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