Managers of Wealth

Close Brothers partners with Distribution Technology on risk-profiled funds

Close Brothers Asset Management has partnered with Distribution Technology to improve the risk profiling of both its funds and discretionary management service.

InTune investors look to the future and a transition from funds to ETFs

Exchange Traded Products and ETFs in particular will be a central theme of the day and InTune Investor’s CEO Simon Glover will be presenting in Selftrade’s ETF Centre.

Nordea selects Temenos for its new core banking platform

Platform to manage loans, deposits and transaction accounts of more than 11m customers across four Nordic countries

Former Merrill banker Bob Wigley hails bitcoin potential

Bitcoin was invented in late 2008 as a way of making payments without the need for a centralised third-party to track and approve transfers.

iFast Logs on to Asia’s Growing Wealth

Singapore’s online funds platform isn’t cheap at 30 times but no debt and strong earnings growth should appeal.

Third Financial unveils Tercero platform

It also provides proprietary tax wrapper services for ISAs and JISAs.

‘Italian Nutmeg’ cleared for launch in the UK

The investment management service offers a range of risk-rated portfolios

SS&C acquires Varden Technologies, gains communications portfolio

SS&C has been on something of a shopping spree over the past few years.

Robots could take trillions of dollars of assets from the Wall Street establishment

Big banks that also provide wealth advisory services have to be watching the progress of their stealthy, smaller competitors, especially if they want to hold onto their trillion-dollar lines of business as the industry increasingly shifts digital.

SS&C Acquires Client Communications Specialist

Financial terms of the Varden acquisition were not disclosed.

Irish fintech start-ups urged to apply for Barclays London Accelerator

Open to participants from any country, the Barclays Accelerator powered by Techstars is an intensive 13-week programme for early-stage fintech start-ups.

Avaloq targets fintech start-ups for future growth

‘It must be simple and beautiful – and we can become the Amazon of the financial services industry.’

unblu inc. joins Avaloq Software Exchange

unblu strengthens focus on financial services and starts to offer its live engagement solutions to the Avaloq Customer Community via the Avaloq Software Exchange

Hackers steal almost quarter of a million Apple accounts

The malware only affects jailbroken devices, but hackers can not only get access to your password, but also make App Store purchases without your permission.

BIL Suisse migrates to Avaloq's Swiss BPO solution

The Avaloq group has successfully migrated Banque Internationale à Luxembourg Suisse SA (BIL Suisse) to its Swiss business process outsourcing (BPO) solution.

Cloud based platform for wealth management industry inks deal with New York City based law firm

Our service offerings have traditionally been deployed exclusively by financial services organizations that specialize in managing trusts for their clients.

SEI working with clients on robo-advice service

Platform provider SEI has said it is working with a number of its clients on a ‘robo-advice’ proposition, which will be launched towards the end of the year.

Recent Online Fraud Trends in Wake of Significant Breaches

Growing Size and Scope of Breaches and Exposure of Personally Identifiable Information Verify the Necessity of User Behaviour Analytics in Online Fraud Detection Solutions

BlackRock buys 'robo-adviser'

The unit will provide financial institutions with high quality, technology-enabled advice capabilities to improve their clients’ investment experience.

SEI Wealth Platform Continues Momentum Converting Two New Private Bank And Trust Clients In One Weekend

Clients First to Use Expanded Platform Services

FinTech