Managers of Wealth

FolioDynamix Adds Full-Scale Tax Optimization to Its Wealth Management Platform

The tax implications of investment decisions are becoming increasingly more important

Chairman of Saracens rugby club makes significant investment in online wealth management company

It's great to join the team of people already at Nutmeg

Objectway awarded the Elite Award for its growth strategy in the UK market

In 2013, Objectway Group opened a branch in London and expanded the business in the UK The goal for 2014 is to grow further through strategic acquisitions

WealthEngine to Help Customers go "Beyond Wealth" as Demand Grows for Wealth Intelligence and Marketing Services

Announces New Enterprise Investments and Key Additions to Leadership Team

15 Tech Companies That Will Define 2014

The slideshow below will focus on 15 companies that will define technology in 2014. Some are large players, such as Google and Apple.

Bank of Hawaii signs for SunGard wealth-management tech

All four of these solutions integrate and will be used in a managed services environment to help Bank of Hawaii operate smarter

David Cameron calls for offshore jobs to return to Britain

The government is launching an advisory service for businesses trying to do this.

Pershing's Investor Brokerage Statement Ranked Number One - RESEARCH

Ranking also reflects Pershing's notable enhancements and its role in helping advisors deliver the best client service experience to investors

Former Barclays executive sets up new bank

The news comes as the government tries to boost competition in the banking industry

CEOs in the Dark About Cyber-Attacks - RESEARCH

Findings show that while security threats are imminent, CEOs and other members of the management team are in the dark about potential cyber-attacks against their companies.

Preventing misbehaviour on the trading desk By Chris DeBrusk, Rule Financial

The investment banking industry has been confronted by a number of highly publicised cases of unauthorised trading losses in recent years.

Cost of KYC too high says former Standard Chartered exec

The rising cost of KYC at global banks is threatening to disconnect smaller regional banks and even entire countries

Vermilion Software continues to expand its operations

Client reporting services provide efficiencies and transparency in response to demands from increasingly demanding investors and regulators.

Demand for technology in data valuation for Asian wealth increasing - Peter Scott, Avaloq

Particularly in China where first generation entrepreneurs in the onshore wealth management market tend to manage their wealth in a more proactive way themselves.

Geneos Wealth Management Selects the Unified Wealth Platform from Fiserv

Geneos will leverage portfolio management, trading and performance capabilities of the Unified Wealth PlatformUnified Wealth Platform provides the tools for active portfolio management, decision support and trading across multiple managed-account programs

FinTech