Managers of Wealth

Fiserv's Cheryl Nash To Lead Initiative To Attract Women To Wealth Management Industry

The program is designed to attract college-age women to wealth management careers in order to increase gender diversity in the industry.

Plugging the digital gap

Wealth management continues to move from the traditional model of personal financial advice towards becoming increasingly digital.

Tech start-ups snap at the heels of Asian private bankers

But its private banking industry is only slowly waking up to the demands of a new, tech-savvy generation of wealthy clients and family offices

Avaloq Wins Business in Asia

With Maybank as its customer, Avaloq is boosting its presence in a fast-growing market for private banking.

Meet Africa’s First Tech ‘Unicorn’ — Are More to Come?

Until now, no private tech venture based in Africa has obtained that trophy.

Avaloq named as a ‘leader’ in wealth management BPO by leading research firm NelsonHall

The assessment highlights especially the vendors’ ability to deliver immediate benefits to its customers and their ability to meet their customers’ requirements throughout their journey.

Miles Software Ranked #1 Under the Private Banking Solution Category

The annual IBS Sales League Table is an important part of the IBS Journal and is acknowledged as the barometer for international banking systems sales activity. In total, there were about 60 suppliers competing in three main categories

Welcome to the 'Havoc' Phase of Fintech Disruption

In recent years, investors have poured money into startups, giving 152 of them vaunted "unicorn" valuations of more than $1 billion — and more than a dozen of them are in the fintech space. But now,

Swiss banks and SIX plan national mobile payments platform

A joint statement from the banks – UBS, Credit Suisse, Raiffeisen, PostFinance and Zürcher Kantonalbank – says it should produce preliminary results by early May and for the platform to be open to other partners.

Marketing in the Online Wealth Management Industry

Some key players in this space are Nutmeg, Wealthfront, Betterment, Vaamo and Moneyfarm.

IBM Wants to “Evolve the Internet” With Blockchain Technology

IBM and Linux, for instance, have brought together some of the brightest minds in the industry and technology to work on blockchain technology through the Hyperledger Project.

Bitcoin Wallets as Swiss Bank Accounts: The Developer's Perspective

Bitcoin Magazine reported on Bitcoin's industry representatives and their positions on encryption, privacy, Bitcoin's role in tax evasion and money laundering and more.

Trust your vendor by Ben McCormack, Vermilion Software

Buying client reporting software and services, especially for the first time, can be scary.

Regions Bank Addresses Evolving Client Needs With Adoption of SEI Wealth Platform

The Platform is an integrated solution that supports all stages of client relationship management including front-, middle- and back-office processing services. It is designed to allow wealth management firms to focus on clients' goals and strategic

FinTech Accelerator In Switzerland To Focus on Blockchain Technology

The initiative, under the umbrella of the Kickstart Accelerator, is supported by the two local FinTech associations “Swiss Finance Startups” and “Swiss Finance and Technology Association”.

Jersey funds industry focused on innovation in uncertain global environment

There are now 126 fund promoters operating in Jersey

Immidia brings on-demand luxury and yachting to affluent clientele

“Luxury shoppers expect a luxury shopping experience,” said Shuli Lowy, marketing director of mobile at Ping Mobile, New York.

Black Diamond Named Best Client Communications Solution

The awards were designed to recognize companies, teams, and individuals, deemed by the panel of judges, to have 'demonstrated innovation and excellence during 2016.'

The Digital Advisor Experience -- It is more than Robo Advice

Yet most robo-advisors say the personal touch investors historically valued, especially high net-worth clients

iCapital Network Acquires HedgeFocus Business from Credit Suisse

With the transfer of assets, iCapital will be responsible for the ongoing administration and servicing of the investments for all existing investors