News, Comment & Analysis results for Technology
Digital Digest: The Latest Tech News – Iress, PlannerPal
The latest technology news in the wealth management sector from around the world. ...
UK Wealth Firm Signs Software Pact To Help US-Connected, Transatlantic Clients
Several UK-based firms specialise in offering US expats and those with US links access to financial...
OPINION OF THE WEEK: Wealth Sector Lessons From Global IT Outage
Last Friday, a massive IT outage affected users of Microsoft. The editor takes a quick look at...
Start Spreading The News: UBS Widens Access To MyWay
The Zurich-based bank, in the process of bedding down its integration of Credit Suisse, is enabling...
Wealth-Focused AI Innovation Platform Pushes Into India
TIFIN, a firm backed by JP Morgan, SEI and a range of financial firms, is taking aim at the...
Lombard Odier IM Opens DataEdge Strategy To External Investors
The strategy uses big data on consumer trends to identify earnings' surprises and capture alpha...
Indosuez WM Targets Belgium, Luxembourg, Monaco, Switzerland
Indosuez Wealth Management, the global wealth management arm of the Crédit Agricole Group, extends...
Digital Digest: The Latest Tech News – abrdn, University Of Edinburgh
The latest technology news in the wealth management sector from around the world. ...
Digital Digest: The Latest Tech News – Schroders Capital, SS&C, Marlborough
The latest technology news in the wealth management sector from around the world. ...
AI-Focused Equities To Stay Supported, Despite Tech-Led Volatility – UBS
After the recent tech-led volatility, Mark Haefele, UBS Global Wealth Management chief investment...
Comment & Analysis results for Technology
Protecting Family Offices In Remote Working Age
What steps should family offices take to protect cybersecurity at a time when family and non-family...
Wealth Sector's Drive For Brighter Linkedin Presence
The private banking and wealth management sector in Europe and elsewhere is turning to outside...
WEALTH TALK: Focus On Maintaining Trust In A Lockdown
We resume our regular Wealth Talk video series by looking at some of the central issues created by...
What’s Up With Firms Still Shunning Instant Messaging?
Instant messaging is now a part of our business lives, including the wealth management market. What...
Tech Traps: Why Workflows And Dataflows Have To Be Your Watchwords
Yuryi Ferber, founder, chairman & CEO at BRITech, explains in this exclusive interview the many...
Tech Traps: Future-Proofing Family Office Technology – First Define The Need
Future-proofing has to be front of mind as family offices upgrade their technology, but this rests...
Tech Traps: Data Capture In Alternatives – Why Automation Attempts Go Awry
A prevalence of PDF documentation creates significant data extraction challenges for...
Tech Traps: Outsourced Technology – An Opportunity Too Often Overlooked
Tom Wooders is Head of Sales, Clearing and Wealth Solutions at GPP, which provides wealth platform,...
Protecting The Client: Keeping Online Reputations Clean (As Possible)
This news service dives in again to the world of "reputation management" and how it applies in...
WEALTH TALK: Focus On Finantix
This publication sits down with the founder and CEO of Finantix. ...
Award Winners
WealthTalk - Awards Videos
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WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
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WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
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