02/22/2016
Prydis names tech partner for new DFM service
P1's launch, set for April, was announced earlier this month and the firm will provide bespoke portfolios for individual clients with investable assets of £500,000 or more.
FinTech
02/19/2016
If You Don’t Have a Digital Strategy, You Should Have by Objectway
Following the private ComPeer seminar about digital engagement and strategies we wrote about recently, we had a chance to approach our Chief Business Development Officer, Peter Schramme, and ask him a few questions about the event and his take on digital
02/19/2016
Model Portfolio Manager tool launched on Novia platform
The new tool enables portfolio realignment at the touch of a button, rebalancing instructions can be updated to models to reflect new portfolio compositions
02/19/2016
The £1.8 billion London tech firm in ongoing discussions with HNW's and family offices to pump more money into the company
It's worth noting that this is just one business within a larger group.
02/19/2016
HSBC Rolls Out Biometric Banking
HSBC is looking to make banking that bit more personal with the launch of new biometric logins for its customers.
02/17/2016
Genpact partners digital wealth manager Advizr
Digitization is an industrywide disruptor, exemplified by the emergence of the "roboadvisor" and digital wealth management tools.
02/16/2016
BBVA Global Wealth goes live with a BPO solution from Avaloq
With more than 30 years' experience in wealth management, BBVA Global Wealth provides various advisory services which are tailor-made to match each client’s requirements and profile.
02/15/2016
Royal Bank of Canada Expands Blockchain Testing Beyond Loyalty
For Canada’s largest bank, boasting C$10bn in 2015 earnings, the announcement seemed at first glance to be a rare consumer play among a broad industry move toward B2B applications.
02/12/2016
Pershing Introduces Additional Capabilities Enabling Clients to Transform Big Data Into Big Insights
Advisors who anticipate their clients' needs and can proactively support them with relevant value-added solutions will be at a competitive advantage.
02/11/2016
SS&C Redefines Reporting and Client Communications in the Black Diamond Wealth Platform
The new functionality announced today supports not only the advisor-client relationship, but also helps advisors improve productivity.
02/11/2016
Allocated Bullion Exchange Soft Launches Worldwide
ABX is a membership-based, institutional exchange, offering trading, storage and delivery services for physical precious metals in one electronic environment
02/11/2016
SS&C Enhances Capabilities to Support Straight-Through- Margining Requirements
New service streamlines margining of non-cleared OTC derivatives
02/11/2016
The digital imperative for wealth managers
The swift rise in new millionaires across Asia Pacific continues to propel the region to the top of the world's wealthiest markets.
02/11/2016
Profile: PortfolioMetrix is on a mission to kill 'Frankenstein' systems
A low-to-zero marketing budget, no regional representation and a lack of the heritage branding many still consider synonymous with private client businesses continue to present barriers to entry.
02/10/2016
Novia Global signs raft of distribution agreements
International platform provider Novia Global has signed distribution contracts with a raft of businesses including FCA-authorised Global Wealth Management Solutions.
02/10/2016
Avaloq group now sole owner of its Swiss BPO centre
The parties have agreed not to disclose the purchase price. BSI, the bank that founded B-Source in 1995 as a BPO pioneer, remains an important customer of the Avaloq group.
02/10/2016
The digital imperative for wealth managers
Credit Suisse is leading the way with a global digital private banking platform for clients in Asia Pacific
02/10/2016
Lombard International Assurance to Open Belgium Branch
The opening of a new branch in Belgium is an important step in this direction
02/09/2016
German robo-advisor joins UK wealth invasion
Scalable Capital has already operated in Germany with a different team and the recent authorisation by the FCA marks the company's expansion into the UK.
02/08/2016
Five UK fund houses explore blockchain technology
It is the first time asset managers have come together to experiment with blockchain, which is a giant, online public ledger.