02/29/2016
Every day, wealth managers must manage several tasks, including opening new accounts, portfolio accounting, performance, attribution, data gathering, reconciliation, and statement generation.
02/26/2016
MoneyFarm products will be completely fee and commission free for the first £10,000 invested and for savings over £1 million.
02/24/2016
With the migration of KBL taking only five months, Avaloq Sourcing Switzerland played a significant role in enabling the successful post-merger integration.
02/23/2016
The importance of client onboarding in the industry has risen dramatically.
02/23/2016
ITI Data Vision is part of the ITI Group and a specialist in data visualisation tools which transform the investment process, and etfHound will enable Selftrade customers to switch from mutual fund investment into highly correlated Exchange Traded
02/23/2016
ITI Data Vision is part of the ITI Group and a specialist in data visualisation tools which transform the investment process, and etfHound will enable Selftrade customers to switch from mutual fund investment into highly correlated Exchange Traded
02/22/2016
Barclays launches its Rise - fintech innovation and acceleration program in Africa to improve the banking sector.
02/22/2016
With more and more incumbents announcing their plans to look into the robo-advice space (including wealth management giant UBS), it is becoming a very competitive environment.
02/22/2016
Contineo now has four of Asia’s top ten private banks and six of the top 20 as subscribers, as measured by AUM.
02/22/2016
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.
02/19/2016
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
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
It's worth noting that this is just one business within a larger group.
02/19/2016
HSBC is looking to make banking that bit more personal with the launch of new biometric logins for its customers.
02/17/2016
Digitization is an industrywide disruptor, exemplified by the emergence of the "roboadvisor" and digital wealth management tools.
02/16/2016
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
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
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
The new functionality announced today supports not only the advisor-client relationship, but also helps advisors improve productivity.
02/11/2016
ABX is a membership-based, institutional exchange, offering trading, storage and delivery services for physical precious metals in one electronic environment