Managers of Wealth

Genpact partners digital wealth manager Advizr

Digitization is an industrywide disruptor, exemplified by the emergence of the "roboadvisor" and digital wealth management tools.

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.

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.

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.

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.

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

SS&C Enhances Capabilities to Support Straight-Through- Margining Requirements

New service streamlines margining of non-cleared OTC derivatives

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.

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.

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.

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.

The digital imperative for wealth managers

Credit Suisse is leading the way with a global digital private banking platform for clients in Asia Pacific

Lombard International Assurance to Open Belgium Branch

The opening of a new branch in Belgium is an important step in this direction

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.

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.

White Paper Showcases Five Things Blockchain Must Get Right in Order to Transform Payments

DH Corporation has released a white paper showcasing five things that the banking industry must get right with regard to blockchain in order for it to transform the payments landscape.

Vescore AG Goes Live With SimCorp’s Integrated Front to Back Solution

The predecessor company of today's Vescore AG made the decision to enhance its institutional client business in the summer of 2014 and selected SimCorp Dimension to support this strategy. The company has gone live with the new system on time and on b

Private banker Nordea integrates front to back office to drive efficiency and customer experience

On the customer facing side of the business the bank has replaced its complex ‘multi-system’ front-office workspace with a single workstation giving a 360 degree client view.

Wealth managers hire Donkey Kong coders to woo millennials

Magic jewels, power bars or golden nuggets are the conventional objects of desire for the video game devotee.

Microsoft steps up AI push with Swiftkey deal

Exit delivers exceptional returns to investors in UK’s largest venture capital trust

FinTech