News, Comment & Analysis results for Technology
Class Is In Session: CFA Institute Launches AI Handbook
A sign of how big a deal "AI" is today is that one of the world's main organisations for...
Leveraging Artificial Intelligence’s Power In Investor Relations
The potential applications of AI in investor relations are vast, and players who make most use of...
Praetura Signals Startup Prowess With Event Sponsorship
The rise of organisations such as Praetura – which launched its first fund in 2019 (Praetura EIS...
Digital Digest: The Latest Tech News – InvestCloud
The latest technology news in the wealth management sector from around the world. ...
How Blockchain, Digital Assets Change Wealth Management
We talk to a UK-based investment firm focusing on areas being affected heavily by regulation –...
Succession Wealth Cybersecurity Story Reinforces Threat Risks
The UK wealth management group hasn't elaborated on the details of how its business was targeted....
Credit Suisse Signals Digital Assets Ambitions
The air is abuzz with talk about bitcoin, smart contracts, non-fungible tokens, tokenization and...
Digital Digest: The Latest Tech News – Aston University
The latest technology news in the wealth management sector from around the world. ...
Fintech Partners With Arab Bank (Switzerland)
InvestGlass, which is based in Geneva, will provide digital onboarding, client lifecycle...
Conquest Planning Closes $24 M Series A Raise To Expand Into US, UK
New capital has come from existing investors Portage and Fidelity International Strategic Ventures...
Comment & Analysis results for Technology
The Importance Of Giving Clients Full Information
An essential component of a manager’s offering will be its ability to effectively and frequently...
Analysing Performance
Managing Wealth Means Managing Risk
Automation Is Key To Unlocking Asset Managers’ Competitive Edge
Demand For Greater Transparency, Better Client Service Will Drive IT Spending
Demand by clients for greater transparency, efficiency and speed of service is driving IT spending...
Business Process Outsourcing - Some Practical Considerations
A Business Process Outsourcing for a wealth manager is one of the most radical and far reaching...
Competitive Advantage Through Front-to-Back Office Integration
The growing complexity of portfolio management is placing increasing pressures on private banks....
Online Services Can Differentiate But Won't Replace Personal Touch
Although online services for clients have not traditionally figured high on the agenda of most...
Emerging Trends in IT Sourcing in UK Private Banking
Several trends are now driving private banks and wealth managers in the UK to replace or outsource...
Relationship Managers Drive Investment in Wealth IT
In the much discussed war for talent, WealthBriefing asks how much of a factor platforms and IT...
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