Managers of Wealth Americas

Chubb Enhances Family Office Portal to Help Family Office Managers Operate More Quickly and Efficiently

Family offices help successful families manage their investments and trusts as well as provide personal day-to-day services

Dinosaur Merchant Bank selects InvestCloud for wealth management

The Bank’s customers across Europe and Latin America will be able to access their portfolios at any time and on any device.

Best Accounting System Provider—SS&C Advent

APX and Geneva prove unstoppable this year as SS&C Advent looks at new ways of serving new clients

SEI Adds $2 Billion in New Defined Contribution Assets

SEI currently manages retirement plan assets for over 350 plan sponsors worldwide, representing over $60 billion in assets.

JPMorgan develops robot to execute high-speed trades

Trial shows AI is more efficient than traditional methods of buying and selling

Scotia ranked as World's Best Consumer Digital Bank

Scotiabank is undergoing a digital transformation to meet the changing expectations of customers.

AIMA: Smaller Firms Remain the Lifeblood of the Hedge Fund Industry

The second branch contains firms that each run less than $1 billion in hedge fund assets.

Morgan Stanley Invests In iCapital Alts Platform

Morgan Stanley’s investment, together with investments from UBS Financial Services and lead investor BlackRock, brings iCapital’s total funding to date to over $50 million.

Cannabis tech platform closes private placement

The investors included Isaac Dietrich, chairman of MassRoots and unidentified investors that include family offices and high-net worth individuals.

Nasdaq buys London-based regtech company

The acquisition of Sybenetix will further expand Nasdaq’s leadership in the surveillance space and make it a leading provider to the buy-side industry

Pilatus Bank reacts to Wells Fargo shutting down their branches

Pilatus Bank explains why Wells Fargo Bank is closing 450 of its branches in the US.

Wells Fargo accidentally leaks 1.4 gigabytes of information on high net worth clients

The majority of the affected customers are clients of Wells Fargo Advisors, the branch of the bank that serves high-net-worth investors.

First Citizens Wealth Management Selects Envestnet

Envestnet platform capabilities encompass proposal generation risk profiling, account onboarding, portfolio management, administrative workflow, client reporting and billing, compliance, and business management oversight tools.

The Robos Are Getting Socially Responsible

Socially responsible investing is an approach to investing that reduces exposure to companies that are deemed to have a negative social impact

Acting Comptroller Noreika Addresses Challenges to OCC’s Fintech Charter

Acting Comptroller Noreika suggested that the OCC would seek to rely on other OCC chartering authorities not affected by the legal challenge.

SS&C Enhances DDJ Capital Management's Operations with PORTIA's SaaS Platform

We're seeing strong interest from companies like DDJ in SaaS and outsourcing service options

Annual Study Finds Investment Firms Increase Operations and Technology Spending in 2017

Tech spending and compensation rise amid complex industry landscape

Citigroup is staffing up for a new center that will unleash robotics throughout the bank

The bank is seeking talent spanning the seniority spectrum from junior engineers to senior vice presidents.

Micro-investing startup Stash raises $40 million

Stash has developed a mobile app that seeks to make it easier for low-income consumers in the United States to start saving and investing.

Advisor Group Planning Fourth Quarter Robo Rollout

Launched in Alliance with Jemstep; Eliminates Paperwork for Broad Range of Brokerage and Advisory Accounts Through Seamless Integration with Pershing and Envestnet

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