Jupai Launches Hong Kong Office
- 8 years 9 months ago
- Wealth Management
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.
Santander InnoVentures to Invest in Robo-Advisory Platform SigFig
- 8 years 9 months ago
- Investment, Wealth Management, FinTech StartUps, IT Innovations
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.
Northern Trust Strengthens its Team with New Hire
- 8 years 9 months ago
- Wealth Management, People Moves
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
Temenos Discusses Reshaping of Generation in Wealth Management Industry
- 8 years 9 months ago
- Wealth Management
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.
UBS and SigFig Collaborate on Wealth Management Technology Development
- 8 years 9 months ago
- Wealth Management
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.
JHC Systems Supports Dallaglio Foundation
- 8 years 9 months ago
- Wealth Management
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
Long-Term Wealth Management Partnership was Reached between Genpact and NFU Mutual
- 8 years 10 months ago
- Wealth Management
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.
Wilshire to Unveil Wealth Management Platform
- 8 years 10 months ago
- Wealth Management
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
Fiserv Makes Wealth Management More Female Friendly
- 8 years 10 months ago
- Transaction Banking, Management, Wealth Management
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.
Profile Software Sponsors Conference in Cyprus
- 8 years 10 months ago
- Wealth Management, Private Banking
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
Profile Software Nominated for the WealthBriefing Awards
- 8 years 11 months ago
- Wealth Management, Infrastructure
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
Profile Software to Sponsor Middle East Wealth Management Forum in Dubai
- 9 years 1 week ago
- Wealth Management
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.
Objectway Platform Remains its Domination in Wealth Management Technology Trends
- 9 years 2 months ago
- Wealth Management
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.
Hedge Funds and Sovereign Wealth Funds to Enter Intellectual Property Market
- 9 years 2 months ago
- Wealth Management
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
Investec Wealth & Investment to Go Live with Calastone Transfer Service
- 9 years 3 months ago
- Wealth Management
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.
