Wealth Management

Temenos Discusses Reshaping of Generation in Wealth Management Industry

Temenos, the software specialist for banking and finance, today announces a great transfer in wealth from aging baby boomers to younger generations is reshaping the wealth management industry in ways that demand greater efficiency and adaptation by incumbent firms, according to a new report today from Temenos and Forbes Insights. Read more »

UBS and SigFig Collaborate on Wealth Management Technology Development

UBS Wealth Management Americas  and SigFig have agreed to form a strategic alliance to develop financial technology for UBS WMA, its financial advisors and their clients. Read more »

JHC Systems Supports Dallaglio Foundation

JHC Systems, the leading provider of wealth management solutions, is proud to announce their support of the Dallaglio Foundation with the aim of helping young people tackle life in a positive way. The Dallaglio Foundation set up by Ex – England Rugby player, Lawrence Dallaglio, aims to impact the lives of those excluded from mainstream education – increasing their self-worth, improving life chances and boosting their chances of a future in... more Read more »

Long-Term Wealth Management Partnership was Reached between Genpact and NFU Mutual

NFU Mutual and Genpact announced a long-term partnership to deliver enhanced NFU Mutual advised and direct-to-consumer offerings, powered by Genpact’s OpenWealth business process as a service (BPaaS) solution. Read more »

Wilshire to Unveil Wealth Management Platform

Wilshire Funds Management is launching the Wilshire Wealth Management Platform, an end-to-end advisor platform that leverages technology from leading financial solutions provider Vestmark. The solution provides institutions, registered investment advisors, and family offices with turnkey access to Wilshire’s market-tested investment strategies and research. Client accounts managed by Wilshire Funds Management will utilize VestmarkONE®, a... more Read more »

Fiserv Makes Wealth Management More Female Friendly

Cheryl Nash, president, Investment Services of Fiserv, has been appointed to the advisory board of Envestnet Institute On Campus (EIOC) and named executive leader for the Institute’s new ‘Women in Wealth Management’ program. The program is designed to attract college-age women to wealth management careers in order to increase gender diversity in the industry. Read more »

Profile Software Sponsors Conference in Cyprus

Profile Software, an international financial solutions provider, today announced its sponsorship of the Cyprus Private Banking and Wealth management conference, taking place at the Hilton Hotel on the 8th of April, in Nicosia (08:30-15:00). Profile aims at presenting the recent developments in its platforms that effectively cover the requirements of the Wealth Management and Private Banking domains, with a successful track record of successful... more Read more »

Profile Software Nominated for the WealthBriefing Awards

Profile Software, an international financial solutions provider, announced today it was shortlisted both in the Swiss WealthBriefing Awards and the European WealthBriefing Awards, under the categories of “Onboarding” / “Innovative Client Solution” and “Onboarding” respectively. These distinctions highlight the company’s commitment to developing innovative and client-centric solutions that add real value to the financial institutions’ mission-... more Read more »

Profile Software to Sponsor Middle East Wealth Management Forum in Dubai

Profile Software, an international financial solutions provider, today announced its sponsorship of the inaugural Middle East Wealth Management Forum organized by Hubbis, taking place on the 16th of February at the Ritz Carlton, DIFC in Dubai, UAE. Profile’s executives will demonstrate the client centric and innovative platforms that address the Wealth Management industry requirements. Read more »

Objectway Platform Remains its Domination in Wealth Management Technology Trends

 Objectway, a leading provider of software and services to the EMEA investment management industry, showed how its software platform is leading the industry in innovation by highlighting new wealth management industry research during its International Customer Conference in London, on December 2nd. Read more »

Hedge Funds and Sovereign Wealth Funds to Enter Intellectual Property Market

An increasingly diverse mix of hedge funds, sovereign wealth funds and entrepreneurs are behind a wave of new innovative business models targeting a share of the fast growing multi-billion dollar intellectual property (IP) industry, according to IAM, the world’s leading IP data provider. Revenue just from the licensing and royalties from intellectual property such as patents or trademarks has ballooned from US$27billion in 1990 to break through... more Read more »

Investec Wealth & Investment to Go Live with Calastone Transfer Service

Calastone, the global funds transaction network, today announces that Investec Wealth & Investment, one of the UK’s largest private client wealth management firms, has gone live with Calastone’s recently launched Transfer Service.   Read more »

Morgan Stanley Wealth Management Adds CreditSights to Research and Strategy Content

Morgan Stanley Wealth Management today announced that it has added CreditSights, an industry leading independent provider of global fixed income research, to its online portal of research and strategy content for its Financial Advisors. Read more »

Wasatah Capital selected IMSplus for wealth and fund management operations

Profile Software, an international financial solutions provider, announced today that Wasatah Capital, a Saudi Arabia based investment company, selected the IMSplus Asset Management solution to effectively manage the full range of their fund and discretionary portfolio management operations. Established in 2007, Wasatah Capital is a closed joint stock investment company regulated by the Capital Market Authority (CMA) and authorized by the Saudi... more Read more »

Old Mutual Wealth Selects Eagle Data Management to Meet Solvency II Requirements

Eagle Investment Systems LLC, a BNY Mellon company and leading provider of financial services technology, today announced that Old Mutual Wealth, one of the largest wealth management businesses in the United Kingdom, has selected Eagle’s enterprise data management solution to support its Solvency II compliance programme. Deployed over Eagle’s secure private cloud, Eagle ACCESSSM, the solution will centralise and streamline Old Mutual Wealth’s... more Read more »

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