Managers of Wealth

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

U.S. State Department Recommends Development of Blockchain and Distributed Ledgers to International Partners

Speeches given by the ambassador encouraged these countries to adopt blockchain and distributed ledger technologies.

Capgemini accelerates global blockchain practice

Capgemini has recruited a core team of leading blockchain technology specialists with plans to expand its global team to more than 100 professionals by year-end.

China's Huatai Securities acquires tech provider

Huatai provides services including brokerage and wealth management, investment banking, asset management and investment and trading to retail investors, institutional investors and corporate clients.

Tech provider Bravura up for sale

Bravura is the standout performer in that transition and is set to increase its market share from 4 per cent to 22 per cent of assets under administration on adviser platforms.

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,

FinTech