Managers of Wealth Americas

Barclays Expands Rise New York and Launches Rise Growth Investment Funds

The Accelerator program launched in 2014 and is currently active across New York, London and Tel Aviv with more than 140 companies in its portfolio.

Openwork Launches Innovative Property Wealth and Retirement Proposition

Our proposition is a major new addition to the lifetime mortgage market which is already experiencing benefiting from rapid growth driven by product innovation.

How AI is transforming the fight against money laundering

Data scientists have made major leaps in the past decade to get us here.

World's largest asset manager exposes confidential data on thousands of advisers

The links were dated Dec 5, 2018, but it's unclear how long they were public.

Digital banking demands new skills from Relationship Managers

Today, the savvy RM can look at a client’s digital footprint to find out so much more than they are told directly.

The Costa Rican Banking System Will Migrate Completely to “Chip” and “Contactless Payment” Technologies

The Country Will Meet the International Standards Established for the Sector

Are Crypto Lending And Institutional Custody Good For Crypto? First Principles

Development of lending markets is necessary and beneficial, if done right.

More FinTech M&A Ahead

Consolidation will increase as more buy-side firms remove overlapping technology platforms and simplify IT infrastructure for more efficient straight-through processing.

Data provider boosts private fund information via strategic partnership »

“The ability for eVestment users to access both PitchBook’s fund performance data as well as PitchBook Benchmarks offers unprecedented transparency into VC and PE asset class returns.

Bain Capital to acquire Brillio

“This is a strong validation of Brillio’s vision and strategy, and our track record of organic and acquisition-driven growth.

Where Law Firms Are Looking to Innovate Next

The application helps partners who manage the process know when deadlines are coming up, and also shows if a matter is running over expected costs.

Securing client information: a prime target for cyberthieves

Best security practices cover not just software, but hardware as well

Traditional wealth managers set to lose market share to robo-advisors, says GlobalData

In previous years, traditional wealth managers across the globe had a widespread level of agreement that robo-advice would seize market share.

Wealth management and banking data combine in $200M deal

The two companies will complement one another in their offerings, according to Putnam.

Interactive Brokers and Marstone to Provide a Fully-Integrated Digital Wealth Solution for Banks and Institutions

The fully-customizable platform is a trusted, flexible solution for financial institutions of all sizes and ensures a seamless online experience for end users.

SigFig Robo Advisor Works With Individuals, Banks And Advisors

Working with large banks gives SigFig access to far more investors, and helps the banks provide innovation at a speed that might be difficult for them alone.

Harneys represented DXC Technology Company on its proposed US$2 billion merger acquisition of Luxoft

This transaction sets a new BVI record for the largest ever takeover of a publicly-listed BVI company by transaction value.

Objectway Delivers New Integrated Digital Front-End Solutions for BNY Mellon’s Pershing

Objectway has been working closely with Pershing since July 2017 to phase in all the required services.

PPS Joins Plug and Play - Bridging Silicon Valley and South Africa

This partnership increases Plug and Play's exposure in South Africa, a region with a wealth of untapped opportunities.

Accenture to Acquire Business and Technology Consultancy firm

The acquisition will further strengthen Accentures ability to provide innovative services to clients in the private-banking and wealth-management space globally.