Managers of Wealth

Superior services in wealth management begin with security

“Follow the money” is an old adage but one that cyber criminals take to heart still, as they target some of the world’s wealthiest private banking clients.

Hackers crack Liechtenstein banks, demand ransoms

Tiny country creates yuuge problems as crims threaten to expose tax evasion

Hackers target high-profile customers of Liechtenstein bank in extortion scam - Report

Scammers demand a portion of victims' bank account amount, threatening exposure.

Comment from GFT: Morgan Stanley dropping out of R3 raises questions over the value of the consortium

Consortium aside, the crux of the issue is not to do with the interest in or potential of blockchain technology, but to do with the commercials of the business model.

Objectway Conference: Do or die in wealth management’s digital drive

Schramme too was keen to emphasise the importance of digital for wealth managers in “building a “sticky relationship” with their customers. “How do you differentiate in an increasingly commoditised business?” he asks.

Who owns the customer in a digital world? (Part 5/6) Mik Cons, CEO of Sammedia Limited

Lets have a look at how super-brands in other industries have changed the game.

Pershing CEO Named One of "The 50 Most Influential Women in Private Wealth"

The selection, which acknowledges women who are positively impacting the private wealth management industry, was announced in PAM's June 2016 issue.

Client Portals - The Return on Investment

Whilst the FS industry is increasingly aware of the purpose of client portals, there is a difference of opinion on the benefits portals deliver.

UBS Signs a 3-Year Strategic Vendor Contract with Luxoft

The strategic framework includes business and technology consulting for cost efficient regulatory compliance and innovative digital transformation in the areas of trading, finance, accounting, regulatory and others.

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.

Banking & Securities Viewpoints - Deloitte

A biweekly digest for executives

What are your future clients doing right now?...

Mik Cons, CEO of Sammedia Limited

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.

FinTech