Managers of Wealth

Significant Period of Growth for SEI's UK Fiduciary Management Business

Fourteen New Schemes Added Over Last 12 Months

Swissqote signs with NetGuardians for data confidentiality solution

Swissquote is dedicated to protecting client data confidentiality and to ensuring transparency and compliance. To better achieve these goals, Swissquote Bank required a complementary control solution for their T24 core banking platform.

SS&C's launches new release of Global Wealth Platform

SS&C has announced the latest enhancements to its Global Wealth Platform (GWP) - the next generation cloud-based investment management solution.

Aviva switches to FNZ for adviser platform

Aviva advised platform chief executive Tim Orton says: “We’ve got the majority of our business on FNZ already and it was the optimal choice to use that architecture going forward.

Wealth Dynamix launches WDX ONE, cloud-based platform for wealth & investment managers

Tim Sharp, executive director at GFH, says WDX ONE is a “solid, scalable” platform and the company is “impressed” with its functionality.

First-time investors urged to turn to inexpensive ‘robo-advisers’

This is partly due to a general belief that investments are for the affluent or those with financial expertise.

Maybank Private Wealth goes live on Avaloq Banking Suite

The deal involves the introduction of a fully integrated solution for the Maybank’s Singapore-based regional wealth management business, and is in line Maybank’s ongoing drive to expand its digital footprint in the region.

Why banks must rely on fintechs

Ralph Mogicato, a fintech angel investor, explains why banks and fintechs will work ever-closer as the former rely on the latter for something interesting and new to offer to clients to service their wealth management needs. Disruption in any dramatic way

Liontrust Implements Eze Software’s Full Investment Suite

Liontrust, which has used Eze EMS since April 2012, chose Eze Software Investment Suite because of its capacity to support enhanced analytics

Is Apple's next product an electric car?

Apple has hired ex-Tesla engineer and opened R&D base in Germany, but reports suggest first versions of long-rumoured vehicle won’t be self-driving

Profile Software presenting technology research findings at ComPeer's WealthTech conference

Profile will present the findings from the research conducted, with the support of ComPeer, to leading UK-based Wealth Management Institutions.

Robo-advisers a threat? It depends how you answer 5 key questions

Further, another report released in 2016, by KPMG, predicted that between shifts from traditional advisers and new investors, USD2.2 trillion from existing and new investments will be managed by digital advice platforms by 2020.

Switzerland based family office selects wealth technology system

“We are very excited to expand and support sophisticated investors and their advisors across EMEA. Switzerland in particular is of strategic importance as we look to expand our leadership role in reshaping the global private wealth industry”,

GBST chief on powering the UK’s platforms

The giant provider has had to write off another £250m and a further two years as a result of delays in upgrading the technology powering its platform.

ERI Newsletter Spring 2016

Further Expansion in the world of the OLYMPIC Banking System

Banks to boost financial technology projects in Asia-Pacific as China drives investment

Spending in the region up 517 per cent in the first quarter to US$2.7 billion, according to estimates

Wilshire Launches Wealth Management Platform

Wilshire Funds Management, a business unit of the global investment manager, Wilshire Associates Incorporated, today announced it is launching the Wilshire Wealth Management Platform, an end-to-end advisor platform that leverages technology from leading f

FinTech