Wealth management
Morgan Stanley's Katherine Wetmur on Tech Investment, Covid-19 Response
As 'years' of tech investment pays off amid the coronavirus pandemic, Morgan Stanley eyes tools that can help it identify business process efficiencies.
This Week: Refinitiv/Scivantage; Goldman Sachs/ICE; ChartIQ; Aquis/NEX & More
A summary of the past week's financial technology news.
Post IBM Pairing, Broadridge Looks to Revamp Bonds, Wealth Offerings
The vendor is leveraging IBM to help improve its analytics offering for corporate bonds and to revamp its wealth management platform.
People Moves: Liquidnet; Broadridge, dv01, Cutter & more.
A look at some of the key people moves from the past week, including Vicky Sanders (pictured).
BlackRock and UBS Seek Partnerships to Expand in China
Relationships with Chinese banks and asset managers will help global firms to better develop and distribute products to investors in the country.
The API Economy’s Existential Crisis
Has the so-called ‘API economy’ been over-hyped, or is there value in recalibrating an open API strategy? WatersTechnology examines.
People Moves: MarketAxess, Trading Technologies, DTCC & More
A look at some of the key "people moves" over the last week, including Ryan Gwin (pictured), who joins MarketAxess.
People Moves: SSGA, GLMX, AcadiaSoft, CAIS, DriveWealth
A look at some of the key "people moves" from the week of Sept. 9 to Sept. 13.
People Moves: Finra CAT Fills CTO and CISO Positions
Also, a look at new hires for IHS Markit, UBS, TickSmith, BitGo and Amber Group.
Ex-Goldman Sachs MD Joins Kingswood Board
Robert Suss brings background in wealth management to UK-based financial advisement firm.
OpenFin Raises $17 Million in Series C Funding
It seeks to solve desktop interoperability issues and expand cloud services with this latest investment.
The Hard, Human Lessons of RPA
Robotics’ promise to revolutionize operations by automating tasks and accelerating processes is hitting implementation roadblocks.
The Change Manager: Fabrice Silberzan, BNP Paribas Asset Management
Fabrice Silberzan is playing a key role in the transformation of BNP Paribas Asset Management. With his background working across different cultures and various roles, from IT to securities and HR, the opera-loving Frenchman has a lot of lessons to share…
Synechron Targets Asset Managers with Accelerator Launch
The digital consultancy began the program in 2016 and tailors each accelerator to client requirements.
Fixed Income ESG Data: Materially Different
The ESG space is growing rapidly and gaining more attention, but one area that has been largely ignored by data providers is that of ESG information specific to fixed-income investors.
Startup Genesis Receives $3 Million in Series A Funding
The vendor uses a microservices framework to deliver solutions to a wide range of capital-markets firms.
Fenergo Re-enlists Fintech Sales Vet D’Souza for New Division
D’Souza will lead the vendor's newly created private banking and wealth management division.
BIAN to Add Wholesale Banking APIs
The association will add new APIs based on the demand and feedback of its members.
YCharts Fashions ‘Model Portfolios’ Analysis Feature
The Model Portfolios feature will help buy-side firms dress up their portfolios individually with bespoke accessories that reflect what clients now expect portfolios to include.
Schroders and Lloyd's Wealth Arms Confirm Joint-Venture Talks
The joint venture is expected to be a tie up between the asset manager and the wealth-management business.
MSCI's InvestorForce to Merge with Investment Metrics
InvestorForce will merge with Investment Metrics and aim to expand European and Asian footprint.
Hurricane Mike: Urciuoli Storms JPMorgan Asset & Wealth Management
JPMorgan Asset and Wealth Management's CIO brings the pace of the trading floor to asset management.
AIM Continues North American Expansion With New Hires
Data management software provider AIM adds several new hires to manage its North American expansion as it accelerates the availability of its GAIN data management suite