Wealth Management

Land Bank of the Philippines Rolls Out Custody Operations Through a Single Unified System

Miles Software announced that Land Bank of the Philippines, one of the top 5 banks in Philippines, has gone live with Money Ware Custody Solution. Land Bank of the Philippines launched its custody operations in the country recently. This license has enabled the bank to establish a fully-equipped custodian service, offering tailored services for a wide spectrum of financial activities with a comprehensive suite of products, services and tools. Read more »

DIFC Establishes Wealth Management Working Group

The Governor of the DIFC, HE Essa Kazim, has established a DIFC Wealth Management Working Group to discuss and compile an updated wealth management strategy for the DIFC. Its key focus areas will be to consider the enhancement of DIFC as a wealth management provider and succession planning platform for GCC families, as well as deepening the DIFC’s core offering to the international wealth management community. Read more »

FICO : Millennials Need Help in Debt Management

FICO’s latest consumer finance trend research has revealed that 37 percent of Millennials aged 25-34 are concerned about their level of debt, while 33 percent of them are interested in getting assistance to help manage their debts. After residential mortgages, the biggest debt burden for this age group is student loans, with 32 percent of Millennials saying they owe $20,000 or more. A close second is auto loans, with 45 percent of Millennials ... more Read more »

Fiserv Adds New Innovation Tool to its Wealth Management Network

 Fiserv, Inc.  a leading global provider of financial services technology solutions, today announced the availability of a new tool, Grapevine6, to enable the delivery of relevant articles and digital content through the Wealth Management Network from Fiserv. This will allow financial advisors to grow their networks and build rapport with their clients by becoming a source of information that can better help them meet their financial goals. Read more »

JHC Distinguished at Goodacre’s Annual Systems City Awards

JHC Systems Limited, a leading provider of innovative wealth management technology solutions, was recognised at Goodacre’s annual Systems in the City Awards Wednesday night in London, winning  the Best Post Trade Processing Solution and the prestigious CEO of the Year for CEO John Blackman. Read more »

Temenos’ WealthSuite Selected by Standard Chartered Bank

Temenos’ WealthSuite integrated wealth management solution has been selected by Standard Chartered Bank, a leading international banking group, for deployment in more than 30 markets. Temenos’ integrated wealth management solution, WealthSuite, delivers back office standardisation alongside front office differentiation. The award-winning WealthSuite, recently deployed at Nordea in Luxembourg, combines in one platform market-leading solutions for... more Read more »

JHC Signs a New Contract with LGT Vestra for the FIGARO system

JHC Systems Limited, a leading provider of wealth management solutions, announces that it has signed a new contract with LGT Vestra for the FIGARO system.  Following a detailed review of the supplier market; the UK and Jersey based wealth management boutique has committed to JHC and FIGARO to support its front, middle and back office processing. This new contract strengthens JHC’s relationship with LGT Vestra, which was established in 2008 when... more Read more »

T.C.R. Taps Profile's IMSplus to Enhance Wealth Management Operations

Profile Software, a leading financial solutions provider, announced today that T.C.R. International Ltd, a fast-growing Cypriot wealth and fund manager, selected IMSplus, its award-winning investment management platform, to effectively manage their full processes of their wealth management activities. Read more »

Dion Unveils MiFID II Package for Wealth Managers

Dion Global Solutions (BSE: 526927) today announced the launch of its MiFID II solution that enables customers to comply with the regulatory requirements, and build a new business operating model to gain competitive advantage in the industry. The financial industry is facing several challenges in meeting the new regulatory requirements including record keeping, client reporting and investor protection, pre- & post-trade transparency,... more Read more »

Lombard International Executive Chairman Named 2016 EY Entrepreneur of The Year®

Lombard International, a global leader in wealth structuring solutions for the high net worth market, today announced that the company’s Executive Chairman, John Hillman, has been named Ernst & Young’s 2016 Entrepreneur of the Year for the Greater Philadelphia area in the Business and Financial Services category. Hillman was selected among 36 finalists in consideration for the award, which was announced at a special gala on June 9th in the... more Read more »

PPRO E-Commerce Guide to the Euro 2016: France vs Romania

Once again, the UEFA European Championship is just a round the corner, and Europe will spend four weeks going football crazy as each team  takes  its turn on the international pitch. A UEFA European Championship, of course, means an entire month of nothing  but football - with fixed schedules featuring up to three games a day. All this naturally makes every  football  fan's heart  beat faster, and we at PPRO can hardly wait until the first... more Read more »

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 »


Free Newsletter Sign-up
+44 (0) 208 819 32 53 +44 (0) 173 261 71 47
Download Our Mobile App