Wealth and Asset Management

14984 articles found

Wealth and Asset Management

Temenos Core Banking SaaS to Power Questrade Financial Group’s Banking Offering

Temenos has announced Questrade Financial Group (QFG) has gone-live with Temenos Core Banking SaaS. The platform is set to power the introduction of the firm’s banking products to the Canadian market under its new regulated banking entity, Questbank.   Temenos’ cloud-native platform provides scalability and resilience for Questbank (a QFG company) to bring a host […]
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Wealth and Asset Management

Fondation Lombard Odier and the Swiss Polar Institute join forces to help improve natural hazard mitigation in the Swiss Alps

Following the tragic partial collapse of the Birch Glacier on the Valais village of Blatten in May 2025, Fondation Lombard Odier and the Swiss Polar Institute joined forces, engaging in a multi-year collaboration with the new “IceTools Initiative”.    The project’s goal is to help Switzerland – and, by extension, high mountain regions in other […]
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Wealth and Asset Management

Wealth managers must steer past the island of misfits

Routines are central to how organisations scale, but they often slow the continuing evolution of the systems they once optimised.   Over time, what began as efficient, repeatable practice becomes embedded infrastructure, and when the environment changes, those routines can sometimes fail to evolve. That’s how manufacturing ends up with orphaned assets, while tech accumulates […]
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Wealth and Asset Management

Broadridge Establishes Strategic Glasgow Hub to Strengthen Global BPO Delivery

Broadridge Financial Solutions, Inc. has announced the opening of a newly established Glasgow center to provide technology-led business process outsourcing (BPO) services, further advancing the company’s international expansion strategy aligned to global client demand.   “We are proud to be expanding our international presence and Glasgow is an important strategic investment for Broadridge and a […]
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Wealth and Asset Management

UBP Weekly View – Markets in motion: earnings versus geopolitics

Global equities extended their rally, powered by significant technology sector strength and a standout earnings season: S&P 500 Q1 earnings per share (EPS) growth reached +27.7%, double initial expectations. Emerging markets outperformed, led by Taiwan and South Korea.   Beneath the surface, the macro backdrop remains challenging: inflation pressures persist, consumer confidence has hit a […]
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Wealth and Asset Management

Barron’s Recognizes William Blair Wealth Management Teams

Three William Blair Private Wealth Management teams—1935 Wealth Management Team, GreenBridge, and The Cultra Wealth Management Group—have been named in Barron’s 2026 Top 250 Private Wealth Management Teams, published on May 8.   The recognition highlights the depth of William Blair’s Private Wealth Management and the firm’s commitment to delivering personalized advice across generations, industries, […]
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Wealth and Asset Management

Legacy systems slowing AI transformation across wealth sector

Wealth and asset management firms are accelerating their adoption of artificial intelligence, but outdated technology infrastructure remain major barriers to large-scale transformation, according to executives at SS&C Technologies.   Speaking during a panel discussion on AI and automation today (12 May) at the SS&C Deliver EMEA conference, senior SS&C executives said the industry has moved […]
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