Managers of Wealth

The 22 most active celebrity startup investors

Those on the list have backed some big names including the likes of Spotify, Airbnb, Box, and Lyft.

Banca Consulia selects the OLYMPIC Banking System ADVISORY solution

High-level technology is used to provide a flexible and cost-effective solution suitable for financial institutions of all sizes.

SS&C Technologies acquires leading CRM solution firm

Clients include registered investment advisers (RIAs), broker-dealers, family offices, institutional wealth managers, and trust companies.

Retail Brands Lag Behind Consumer Expectations for Shopping in the Age of Mobile

NewStore Mobile Retail Report grades industry a C-minus for mobile consumer readiness

The fintech challenge

Some clients still love a glass of wine and a chat over digital marketing

Buzzword or breakthrough: How will blockchain impact financial services?

Banking & Securities Viewpoints - Deloitte

Internet economy driving IT sector's wealth

Jack Ma and his family's total wealth in IT industry was 195 billion yuan

IRESS adds Standard Life Wrap Integration

Other features of the solution, including the automatic saving of documents, give users a complete audit trail of the transaction, helping ensure compliance too.

Client Portal: Delivering the complete wealth picture

Go through our infographic and see how a client portal can support your business priorities, and ultimately give you a competitve edge over other organisations.

Switzerland – the New India of UBS

This will create new jobs – but will they be based in Switzerland?

SS&C Named Global Middle Office Services Provider By Russell Investments

SS&C’s proprietary technology platform and global expertise drive strategic partnership with US$244 billion global asset manager

South Africa’s Inkunzi launches new robo-adviser app

UK robo-advice website Nutmeg, investing with the IWGSA is based on a seven-minute questionnaire which combined with the firm’s algorithm suggests investment options alongside relevant financial advice.

Wealth managers risk losing business to tech savvy

Digitalising a firm will amplify any imperfections already present in the business

Apple Pay vs. Twint: Another Bank to Offer U.S. Service

The U.S. IT giant has offered its payment application Apple Pay in Switzerland for 100 days now.

Focus, service and flexibility produce Fintech success for ERI

In this interview, Nicholas Hacking, Sales Director – ERI, outlines how innovation has to be combined with risk and cost awareness to be able to deliver a consistent product that meets ever-expanding client expectations.

Customer Engagement: Does Talking to a Human Still Matter?

Customer loyalty is at a premium in an age of intense competition for market share.

Progeny AM launches with key technology partner

Market Data terminals provide the investment management team with direct market information

Would you do your banking with a tech startup?

So a tech startup wanting to take on the banks on their own turf has its work cut out for it.

Banks Take on the Fintechs

Innovating on digital capabilities enables banks to create more efficient business models.

Wealth Migrate Launches Investment Platform with Integrated Blockchain

Many financial services providers are experimenting with the transformative power of blockchain and distributed databases

FinTech