Managers of Wealth

How ‘Robo’ Advisors Will Change Wealth Management

This isn’t to say that financial advisors, shouldn’t be concerned about their livelihoods. There definitely will be a culling within the industry.

Robots are advising high-net-worth investors

This is the main finding in the report “Investors’ Attitudes towards Robo-Advisors – Evidence from the US and the UK ” by Swiss research company MyPrivateBanking Research.

FolioDynamix Platform Named Best Cutting-Edge Solution by FTF News

FolioDynamix offers wealth service providers and investment advisors the most comprehensive, truly unified web-based wealth management technology platform

Wealth Dynamix Launch WDX ONE

Secure Microsoft Cloud-based CRM system to deliver unrivalled operational and cost efficiencies

Skype Spam Delivers Trojan - expert comment

Any application that can deliver media, files or executables to an endpoint from untrusted parties should be regarded as a vector of attack.

Deloitte to build Ethereum-based 'digital bank' with New York City's ConsenSys

Deloitte, which works with each of the top 30 banks across its member firms globally, and ConsenSys Enterprise, the largest Ethereum-centric blockchain company in the world, uses its blockchain subject matter expertise to accelerate banks looking to trans

Technology: True identity of Bitcoin creator revealed

Mr Wright has revealed his identity to three media organisations – the BBC, the Economist and GQ.

EFG and BSI to merge on Temenos’ T24

EFG is a long-standing user of Temenos’ T24 core banking system.

Schroders signs new five year deal with Bravura Solutions

GFAS is a multi-jurisdictional and multi-currency global platform that supports the administration of both offshore and onshore funds.

$4 Billion Canadian Wealth Manager Selects SS&C as its Fund Administrator

Nicola Wealth Management turns to SS&C for its expertise, technology platform and Canada-based service teams

IPBS signs partnership with eShore to accelerate private banking sales growth

Making digital solutions count in Asia

As the next generation of wealthy Asians increasingly look to divest family businesses, they are expected to demand more from their wealth managers in terms of quality of service.

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

FinTech