Wealth Management

Fast-paced energy transition expected to increase world equity returns by 6 percentage points over the next ten years

Today Ortec Finance, a market-leading provider of technology and solutions  for risk and return management, in partnership with Cambridge Econometrics, launches the first-ever Systemic Climate Risk Scenario Solution. The newly developed systemic climate-risk aware economic and financial outlooks show that a rapid shift to a low-carbon, climate-resilient economy is likely to generate more attractive returns for investors in the short term... more Read more »

Finantix boosts leadership team with senior Brand and Marketing Communications appointment

Finantix, the global provider of digital enabling software for the banking, wealth and insurance sectors, has appointed Marc Bussell to the role of Global Marketing Director. Bussell joins Finantix as the company continues to expand in markets across Europe, Asia and North America. His appointment follows the strategic investment in Finantix by Motive Partners announced late 2018 and represents a further key step in building out the firm’s brand... Read more »

Savers at mercy of widening pensions advice gap

 An advice gap exists in the UK, having started in the wake of the 2013 retail distribution review (RDR). This resulted in advisers making their charges transparent for consumers – and putting people with low wealth off seeking advice. Read more »

TradingScreen Launches QUO, Simplified Workflow Solution for Wealth Managers and Announces Will Lawton as Head of QUO

TradingScreen Inc. (TS), the all-asset class order and execution management system (OEMS), today announced the global launch of  Read more »

ADIB launches 100% Capital Protected Equities Basket Note in companies with superior work environment

Abu Dhabi Islamic Bank (ADIB), a leading financial institution, has launched a 100% capital protected 'Happy Workplace' equities basket note, designed to capture the outperformance of companies that have a motivated and productive workforce. Read more »

Axia Suite 2.1 released with new functional features

Profile Software, an international financial solutions provider, announced today the launch of its recently enhanced Axia Suite release 2.1 that delivers advanced investment management, compliance and reporting capabilities. Read more »

Profile expands its Partner Network in Europe and Asia

Profile Software, an international Financial solutions provider, announced today that over the past year, it has significantly expanded its Global Partner Network with new partnerships to represent its solutions across Europe and Asia, servicing the banking and investment management industries. Realising and investing in the growth of its established Partner Network, Profile has come to an agreement to locally support and deliver its award-... more Read more »

Smith & Williamson adopts Avaloq’s SaaS solution

Smith & Williamson, the UK-based financial and professional services firm, has further enhanced its relationship with international fintech leader Avaloq by adopting its comprehensive Software as a Service (SaaS) solution. The move comes six months after Smith & Williamson selected Avaloq to help enhance the delivery of investment management services to its clients and support the continued growth of the business through the Avaloq... more Read more »

Objectway Acquires Algorfin From Unione Fiduciaria

Objectway, the leading Fintech group in Italy and one of the premier European players in software and services for the wealth, investment and asset management industries, acquired Algorfin, the software and services division of Unione Fiduciaria S.p.A. Algorfin is specialised in IT and administrative outsourcing services for Asset Management Companies, Custodian Banks and other financial operators, through the Archimede, Diogene and Archimede... more Read more »

CreditEase Wealth Management receives Four Awards at the Asian Private Banker Awards for Distinction 2018 as the Biggest Chinese Institution Winner

Asian Private Banker, a renowned private bank and wealth management research house in Asia Pacific, awarded CreditEase Wealth Management the Best Wealth Manager for Digital Innovation, the Best Wealth Manager for High Net Worth Services, and the Best Wealth Manager for Alternative Advisory and Excellence Wealth Manager (China Domestic categories). Read more »

Orowealth acquires the WealthTrust platform

Orowealth, one of India's leading Direct Mutual Fund platforms, today announced that it has acquired the WealthTrust platform, including the product and all its users. Orowealth is a cutting edge investment platform with award winning advisory services. It seeks to be a one-stop solution for all your investment needs — from investing in stocks and direct mutual funds, to financial planning, goal advisory and more. Read more »

Arrow Capital goes live with Axia for their wealth management operations

Profile Software, an international financial solutions provider, announced today that Arrow Capital, an investment firm with operations in the UAE and Mauritius, has selected Axia to comprehensively accommodate their full wealth management requirements, through the platform’s advanced omni-channel functionality and reporting. Read more »

genesis partners with OpenFin to accelerate digital transformation in capital markets

genesis, the international capital markets software firm and OpenFin are pleased to announce their partnership, to provide clients with scalable and interoperable technology and desktop solutions, built and deployed at great speed. The partnership helps drive front to back office digital transformation projects across capital markets - from the server to the desktop - bringing together genesis’ ability for agile software development and OpenFin’... more Read more »

JHC Neon signs Ireland’s largest wealth manager

Wealth management fintech firm JHC Systems (JHC) has today announced that Davy Private Clients has implemented its digital portfolio monitoring tool, JHC Neon (Neon), for its Portfolio Construction Team. Neon will automatically monitor and analyse every client portfolio daily in order to assess all positions, asset allocations and risk profiles within the team’s investment models. Through the system’s unique digital dashboard, Davy will have... more Read more »

d1g1t Secures Series A Round to Fund the Growth of its Enterprise Wealth Management Platform

d1g1t Inc., the enterprise financial technology company serving the wealth management industry, announced today that it has closed its second round, Series A financing to fund the continued growth of its enterprise digital wealth management platform. Powered by advanced analytics and risk management tools, the d1g1t platform offers transparent portfolio management services to professional advisors and their individual investors. Read more »

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