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

12 April 2012

Silicon Valley Takes On The Wealth Industry - Part Two

The key hooks of a wealth management service that is crafted around technology are the lower costs...

23 February 2012

Guest Article: How To Handle Client Needs As Their Wealth Changes

To deal with the diverse needs of clients with differing wealth profiles, many money managers use...

4 November 2011

Schwab Conference: Acquiring Clients In A Wired World

Financial advisors and wealth managers, consider yourselves warned: having a web site is no longer...

27 October 2011

Singaporean Elites Ramp Up Spending On Luxury And Technology


29 September 2011

Exclusive: Mobile Computing Shaking Up Family Office Tech Market

Family offices and technology vendors are scrambling to accommodate the fast-rising popularity of...

26 September 2011

Crunch Time At Private Banks As Next Gen Demand “Institutional”-Style Reporting

The tumult in the markets has inevitably refocused the attention of private banks on reporting. But...

31 August 2011

Why Ego-Surfing Is Crucial For HNW Individuals' Reputations

In today’s world, it’s all too easy to let yourself be defined by a Google search. While you,...

26 July 2011

Diary: Citi Private Bank and the Fancy Mayfair Revamp


27 June 2011

CRMs Move To Tablet Market With iPad Apps

As more financial services companies adopt tablet computers for their mobile workforces, CRM system...

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...