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Private Banking Technology

Clients agree to disagree on transparency

Thu, Feb, 25 2010

There is a huge disparity between private clients’ and wealth managers’ views on transparency in the industry, according to research.

‘Disappointment’ at tech investment results

Thu, Feb, 25 2010

Around 60 percent of wealth managers have undertaken major systems upgrades in the past 12 months but most have been disappointed by the results, according to research.

Overlay management gains ground

Thu, Feb, 25 2010

Wealth management platforms built around overlay management are helping to improve the performance of clients’ investments in volatile markets – and by doing so, are attracting renewed attention.

UBS website top in online client battle

Tue, Jan, 26 2010

UBS, Deutsche Bank and Credit Suisse have the strongest websites among the leading private banks, according to research. UBS finished top of an analysis of 20 wealth managers conducted by Swiss-based MyPrivateBanking Research. Its site has “a clear structure and excellent navigation” and offers a range of tools for clients to analyse investment options and products.

The great industry thaw gathers pace

Tue, Dec, 15 2009

At a time when global warming is so high on the agenda, it seems appropriate that commentators are starting to herald the end of the ice age in the global economy.

News digest

Tue, Dec, 15 2009

Schroders signs deal with ABN AMRO… Clients reconsider UK as financial hub… Tenon launches wealth management platform… Mirabaud tiptoes into Spanish market… SEI: concern over internet hackers… JPMorgan buys ANZ’s custodian services unit

Third Financial lands de Broë contract

Tue, Dec, 15 2009

Williams De Broë, the UK-based investment manager, has selected Third Financial Software to provide the firm with a fully integrated wealth management platform, tercero.

Bessemer ups web game

Thu, Oct, 22 2009

Bessemer Trust has launched a new website for clients featuring consolidated information and tax details across multiple accounts.

Odyssey seals Third Rome deal

Thu, Oct, 22 2009

Luxembourg-based Third Rome, a financial adviser specialising in Russian clients, has gone live with Odyssey’s Triple’A Plus private banking platform after a three-month implementation period.