Wealth Management

Wealthify Analyses Britons' Saving Habits

57% of Britons are overestimating the financial return on their investments despite the fact that the majority of savers are still relying on low-interest savings accounts and ISAs, according to data from Wealthify, the online investment service. Wealthify says that even though two thirds of Britons are now saving, the amounts saved are low, and many Britons are expecting to get by on a tight budget or struggling to afford bare essentials in... more Read more »

Jupai Launches Hong Kong Office

Jupai Holdings Limited  a leading third-party wealth management service provider focusing on distributing wealth management products and providing quality product advisory services to high-net-worth individuals in China, today announced the expansion of its overseas services through the launch of its Hong Kong-based subsidiary, Jupai Hong Kong Investment Limited. Read more »

Santander InnoVentures to Invest in Robo-Advisory Platform SigFig

 Santander InnoVentures, the fintech venture capital fund of Santander Group, today announced its latest portfolio investment in SigFig – a US-based provider of wealth management technology, designed to provide high-quality investment advice to all wealth levels via a combination of design, data science, and technology. Read more »

Northern Trust Strengthens its Team with New Hire

Northern Trust  has hired Clayton DaSilva as sales manager, Middle East. Based in Abu Dhabi, DaSilva is responsible for leading Northern Trust’s business development in the Middle East and supporting business development in Africa, offering Northern Trust’s asset servicing and capital markets solutions to sovereign wealth funds, central banks, asset management companies and corporate clients. He will report to Douglas Gee, head of sales in... more Read more »

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 »


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