Managers of Wealth

Saxo Bank launches wealth management platform

Saxo Bank has announced the UK launch of its new platform for mid-long term self-directed retail investors - Modern Wealth Management (MWM).

UBS Adds Matrix Financial Solutions to its Select Qualified Plan Platform

Matrix BD Platform to Provide Plan Data Feed Service and Fund Processing in an Open Architecture Environment

Bank Asia starts hi-tech services

Bangladesh Bank governor Atiur Rahman formally inaugurated the services of the private commercial bank at a function at Hotel Purbani International in city on Thursday.

Banks hit IT contractor jobs in offshoring 'disgrace'

Almost not to be outdone, Lloyds Banking Group (41% taxpayer-owned) said on Tuesday that it would offshore 513 roles currently held by its UK IT staff, with the transfer to its Indian operation due to include 205 contract IT jobs.

New wealth management technology platform launched

"Competition in the Wealth Management industry is stiff, and regulation is increasingly stringent," states Lac Vuong, Managing Director of Informa Investment Solutions

Austrian bank launches e-AMIS Wealth Management System

The e-AMIS Wealth Management System from Profidata will be the principal platform for asset management at the Austrian banking group.

Personal Capital brings wealth management service to the iPad

Now the company is expanding its online service to the iPad with a free tablet application that makes it easier for users to see and touch their money.

PwC and Avaloq enter into FATCA compliance collaboration

Collaboration between PwC Switzerland and Avaloq regarding FATCA services for the financial market

Geneva-based private bank deploys Avaloq platform in Europe

As part of Avaloq's internationalisation strategy, we constantly invest in further enriching the Avaloq Banking System.

Temenos drops out of Misys bid race

The number of takeover bidders circling the banking software company Misys was cut from three yesterday after its listed Swiss rival Temenos pulled out of the running.

Swiss bank become first in Switzerland to adopt SunGard’s Ambit Private Banking solution

A long-standing SunGard customer, had previously deployed the solution in-house, prior to SunGard establishing a new ASP service in Switzerland last year.

PrivateBank and Trustmark Wealth Management select InvestEdge

Firms Select InvestEdge to Help Achieve Key Business Objectives

IRAmarket Teams With Wealth Management Systems

The new features are powered by Wealth Management Systems Inc. (WMSI), the leading provider of online rollover services to the financial services industry.

Eagle Investment Systems Opens Beijing Representative Office

Eagle expects to expand its team in Beijing over the next three years as the business grows in China.

Baillie Gifford better secures wealth management data

The firm, based in Edinburgh with offices in London and New York, employs 700 and manages £58 billion in wealth on behalf of clients throughout the world.

French asset manager Selects SunGard’s FastVal

It will help its risk department to meet French and international regulatory requirements for its accounting and compliance practices.

RMB Capital gets support for $2bn wealth advisory practice

RMB Will Leverage Advent's Platforms to Support the Distinct Workflows of the Firm's Two Business Lines, Helping RMB Deliver on Its Growth and Client Service Objectives

Citisoft expands

The move is part of Citisoft's strategy to expand its advisory and delivery capabilities across the whole range of client needs.

Walker Crips selects Dion’s front office solution

Sean Lam, Managing Director at Walker Crips, says “Our decision to take the Portfolio product was a logical one given our aspirations to develop our business. Our selection of Dion is based on our existing relationship and the backing that their ne

Russian Wealth Manager Chooses Advent

“We reviewed several vendors and chose Advent because its wealth management solution best met our needs, specifically in terms of reporting functionality,” said Svetlana Grigorian, head of private banking

FinTech