Wealth ManagementRSS

Hassan named chief digital officer at Morgan Stanley Wealth Management

MorganStanley_Commodities_Gold-592x383

Morgan Stanley has appointed Naureen Hassan as chief digital officer for Wealth Management, a new position in which she will lead the strategy and marketing of digital tools and platforms serving the firm’s 16,000 financial advisors and 3.5 million clients. Naureen Hassan served most recently as executive vice president, Investment Services Segments and Platforms at […]

AppDynamics selected by UBS as bank goes digital

Apps.

Global investment and private bank, UBS, has signed an agreement to expand its use of the AppDynamics Application Intelligence Platform across its critical applications to supports its digital transformation initiatives. “Using AppDynamics we have been able to improve the speed at which we identified and remediated application issues, as well as avoid incidents in the […]

ABN Amro extends Temenos relationship to private banking

Abn-Amro Singapore

ABN Amro plans to implement the Temenos WealthSuite integrated wealth management platform for its international private banking business. It will also be able to extend the use of the T24 core system to its private banking and diamond & jewellery business, giving it one platform with one operating model across multiple business lines.

The digital wealth opportunity

Karl Loudoun is

With the recent pension reforms opening up a plethora of investment options, financial services providers need to capitalise on the opportunity to create a value-led digital customer proposition

Regulation: a torrent of trouble for wealth management

Mark Taylor

Regulation is a key driver of change on IT strategies across the wealth management sector, and brings huge challenges, especially for smaller players: predictions are that the cost of compliance may rise by a further 16% by 2015.

The new FCA – don’t have nightmares

Neil Herbert

Is there anything to fear about the new FCA? Well, possibly quite a lot, it would seem. A hundred or so days into the new era of the FCA and it would be hard for anyone in the wealth management or private banking sector to have missed the message that the regulation of the sector is going to be different from now on.

Embrace the internet to determine the future of banking

Giles Keating, Credit Suisse

The impact of the internet on the banking industry may yet turn out to be far more important than the financial crisis and the subsequent regulatory overhaul. Viewing statements on-line and making payments electronically is just the very beginning of the revolution.

Taking ethical banking global

Riaz Akhtar

In early 2009, soon after the global subprime fallout, the official Vatican newsletter published a rather contextual referral for Islamic banking, observing that the ‘ethical principles on which Islamic finance is based may bring banks closer to their clients and to the true spirit which should mark every financial service‘, writes Riaz Akhtar, senior consultant, […]

Funds under fire

F1

The funds industry is going through a time of great change, with a combination of regulation, cost pressure, consolidation and globalisation forcing many participants to take a close look at their business and operating models and consider what their future role in the ecosystem should be. For some, this means outsourcing activities, creating opportunities for […]

Mobile apps will boost wealth management sector

Generic_Tablet_380x235

An analysis of mobile solutions for financial advisors concludes that applications to support client interaction and advisory services “will become one of the most industry-disruptive, but potentially most rewarding” developments in the wealth management sector. This is the main finding of Mobile Apps for Financial Advisors and Wealth Managers by Swiss research company MyPrivateBanking Research. […]

@banking
techno