Managers of Wealth

The rise of fintech in wealth management: the rise of the robo-advisor?

Fintech looks set to disrupt every financial sector you can think of: so how will its effects of increased automation be felt within wealth management?

Big data killed the private banking star

Blind digitisation will not solve the existing problems of wealth management, says Yuri Bender

Wealth managers struggle with modern technology

Senior family members inevitably get to the stage where they just can’t keep up with new technology.

Fiserv Partners with InvestEdge to Expand Reporting Capabilities for the Wealth Management Industry

Wealth advisors must have easy and immediate access to information about their customers to provide advice at the point of thought, and our partnership with InvestEdge makes this possible.

Old Mutual Wealth selects Eagle for Solvency II

Eagle's knowledge and experience in Solvency II compliance was a key consideration for Old Mutual Wealth.

Ageas Insurance selects Verizon cloud for wealth management

i-Invest was developed by Ageas to enable the company to offer its customers, agents and partners diversified investment instruments, such as mutual funds and bonds.

AIM Software successfully re-certifies GAIN platform with Avaloq

This year, AIM Software’s data management solution “GAIN Data Management” has earned the certificate for the adapter to the Avaloq Banking Suite Release 3.10, the latest version of the solution.

Innovative NEV technology remakes future of luxury cars

The vehicle is the latest achievement of BMW Brilliance in electric mobility.

UBS Launches Nobel Perspectives

The online archive ubs.com/nobel, will host both newly commissioned and newly edited interview footage and material.

Jersey leverages alternative funds appeal to attract leading asset manager technology business

Jersey is successfully leveraging its appeal as a leading alternative funds domicile to attract innovative technology and software businesses that support the European asset manager community.

New web portal on automatic exchange of information

The Standard calls on governments to obtain detailed account information from their financial institutions and exchange that information automatically with other jurisdictions on an annual basis.

Making Sense of Robo Tools for Advisors

When the first robo advisors appeared a few years ago, they seemed intent on cutting traditional advisors out of the equation.

SS&C's Advent Releases Second Major Round of Product Upgrades for 2015

Upgrades include new features and functionality, as well as enhancements to the underlying technologies needed for seamless integration with other critical solutions.

Investing in Tech: Fortune Favors the Informed - Credit Suisse

Developing an effective investment strategy can seem like an inexact science at the best of times

SOFGEN completes T24 upgrade at Banque Zitouna

The project started in October 2014 and went into production on 24 August 2015.

TreeTop Asset Management Belgium Launches New Innovative Self-Directed Investment Service Powered by Objectway Conectus and Eximius

The TREETOP ONLINE solution enables clients to self-engage via a digital onboarding process, invest in Tree Top funds and monitor their investments and portfolio performance in real time and on any device.

FinTech