05/11/2020

Capita Partners with Wealth Dynamix

The Capita Consulting team brings vast expertise to wealth and asset management firms looking to harness the power of digital, data-driven technology solutions.

05/08/2020

Go on the attack while the challengers get weak

Consolidation gives well-funded market leaders the opportunity to finally occupy the fintechs’ not-so-new space, and to secure market share with young and increasingly with older clients who fall well into the “over 50s” segment.

05/01/2020

St. James’s Place wins Celent’s Model Wealth Manager

SJP partnered with Intellect SEEC to introduce a solution that would automate ingestion of complex forms and documents, help increase coverage, reduce turnaround time and errors, and increase operational efficiency in the advice quality assurance and on b

05/01/2020

Zurich platform rebrands as buyout completes

Phil Smith, chief executive of Embark Group, said: “We are very pleased to have successfully concluded these transactions, despite the additional hurdles produced by the Covid-19 environment.

04/30/2020

Avaloq named Digital Wealth Management Platform Leader

Avaloq Banking Suite’s strengths are its ability to create consistent client and adviser solutions using personas and a dynamic goals-based wealth management module that automatically adapts to the client’s wealth and life situations using pro