News results for Technology

15 September 2022

AXA IM, UBS Global Wealth Management Launch Metaverse Strategy In Asia

The strategy will provide UBS Global Wealth Management’s high net worth clients with investment...

8 September 2022

Quintet’s Belgian Branch Gets More Digital With Abbove

Quintet has the ambition to spread the use of the Abbove platform to their other branches in the...

30 August 2022

UK's Quilter Moves Away From Paper-Based Work

The use of digital signatures has expanded rapidly, encouraged by developments such as working from...

26 August 2022

Will Regulation Catch Up With Innovation In Digital Assets? – Trident Trust

We talk to Trident Trust about the path of digital assets and the competing forces of regulation...

23 August 2022

Digital Digest: The Latest Tech News – SEI, PassFort

The latest technology news in the wealth management sector from around the world. ...

18 August 2022

BEST OF 2022 SO FAR: Crypto Assets, Distributed Finance And Wealth Managers' Menus

We republish this article that looks at how the entities collectively dubbed "digital assets"...

9 August 2022

Digital Digest: The Latest Tech News – Apex Group, European Depository Bank

The latest technology news in the wealth management sector from around the world. ...

5 August 2022

Standard Chartered Steps Up Cybercrime Fight

Data from around the world shows that there has been a rise in attempts to trick internet users by...

29 July 2022

Investment Firm's Content Series Aims For Closer Client Engagement  

Even before the pandemic, there was much talk on how to use video, interactive online channels,...

27 July 2022

Social Media Is Becoming More Serious Cybersecurity Weak Spot, Firm Warns

Commentators have warned for more than a decade that users of social media are vulnerable to...

Comment & Analysis results for Technology

26 May 2011

Smartphone Apps Bring Mobility To CRM Systems

As competition increases and wealth managers look for any edge possible, CRM system mobile apps can...

10 May 2011

New Generation Of Tech Offers Better Investment Management, Reporting Solutions For FOs

Family offices are among the most difficult financial services organizations within which to manage...

1 March 2011

UHNW Using Mobile Tech As Key Wealth Building Tools

The ultra wealthy are increasingly embracing improving mobile technologies as key wealth building...

12 May 2010

Bravura Continues Acquisitions In Battle For Market Share, Sees More Consolidation

Bravura Solutions, the wealth management software firm which is buying a UK fund technology firm,...

5 May 2010

SunGard Sees Spike In Technology Demand From Wealth Managers

While many vendors selling into the wealth management space experienced hard times in the economic...

17 March 2010

Millions To Be Saved: Make Manual Back-Office Processes History

7 October 2009

Technology Priorities For Independent Asset Managers

30 September 2009

Building Efficiency On Solid Data Foundations

23 September 2009

Communicating Value to Clients

16 September 2009

The Importance Of Giving Clients Full Information

An essential component of a manager’s offering will be its ability to effectively and frequently...