Managers of Wealth

Pershing Sipp aimed at wealth managers and advisers

Pershing has launched a self-invested personal pension aimed at its wealth management and adviser clients.

Wealth tech firm's revenue soars 700% on suitability pressures

Revenues at wealth management technology firm WDX by 700% in 2014 driven by growing regulatory pressures facing the wealth industry.

Pershing Prime Services Named 'Best Prime Broker

This is the fourth time Pershing Prime Services has won an award from HFMWeek.

Wealth tech firm's revenue soars 700% on suitability pressures

Revenues at wealth management technology firm WDX soared by 700% in 2014 driven by growing regulatory pressures facing the wealth industry.

DST inks deal with Ping An Insurance

The new asset servicing system will facilitate the company’s transformation from an annuity services provider to a specialised fund management firm with broader offerings in wealth management.

Gartner recognises Avaloq as a ‘Leader’ for second year running

For the second year running the Avaloq group, a provider of integrated and comprehensive banking solutions, has been named by Gartner as an industry ‘Leader’ in the ‘Magic Quadrant for International Retail Core Banking report.

Advent Software, Inc. (ADVS) Seeks Growth By Displacing Older Solutions

He says the space remains very fragmented, and he sees an opportunity for Advent to grow by displacing older solutions on the market.

Wealth Management Tech Firm WDX Reports 700% Revenue Growth and Several Major Clients Live on Their Wealth CRM Solution

Conduct Risk regulations driving technological change for Wealth Management sector

Evolving to Digital Bank Model Could Drive 5.6 Percent More Profitability for Banks

Explosion in Customer Adoption of Technology Increasing Expectations of All Age Groups

State Street and FNZ to deliver enhanced personalised wealth administration

This combined solution will bring together FNZ’s global platform technologies and State Street’s custody and asset servicing capabilities to provide a range of personalised wealth administration services via a master platform service. These wi

Avaloq launches new Business Process Outsourcing Centre

Retail Banking Systems | Risk Management Systems

Dion Global Solutions reports significant growth in 2014 half year results

Consolidated financial review for the first half of the financial year

Vermilion bags hat trick of awards

This is the first time ever that a reporting vendor has won all three of these awards in the same year.

Managed Account Platforms and Today’s Investor By Colin Keane

In recent years, Managed Account Platforms, or MAPs, have become increasingly popular among investors. But what is it about MAPs that makes them so useful?

2008 may not have seemed a particularly auspicious time to launch a new wealth management firm.

This mutual growth has been key to the success of the partnership, according to Charnock.

Pershing launches SIPP solution for wealth managers and advisers

Pershing chief executive Kevin Bonar said: "The introduction of the Pershing SIPP is a reflection of our commitment to delivering choice, safety and value to our UK clients."

SS&C strengthens teams with executive promotions

SS&C Technologies has announced key executive promotions to further extend its focus and capabilities in both its private equity software and fund administration services businesses.

Innovations in Wealth Management Technology

Technology can help everyone access advice and build an investment portfolio, whatever their starting point.

Advent Wins Best Technology Provider

Advent Software, Inc. a leading provider of software and services for the global investment management industry, today announced it has been recognized as "Best Technology Provider" at the Investment Week Fund Services Awards 2014.

Second GPFI/BIS conference explores implications of rapid progress on digital financial inclusion

The G20 Leaders have recognised the critical role of the global standard-setting bodies in advancing financial inclusion.

FinTech