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Private Banking Technology

Focused on technology providers for the wealth management industry, this section brings together the key IT issues including research, trends, and the latest products. Topics covered include data security, single customer view, back-, mid- and front- office offerings, CRM systems integration and the latest trends in client reporting

Swiss companies collaborate on FATCA compliance

Swiss companies collaborate on FATCA compliance

PwC Switzerland and banking software company Avaloq will collaborate to help clients comply with Foreign Account Tax Compliance Act (FATCA) reporting obligations imposed by the US.Free

UOB Wealth Banking attracts 25,000 in 3 months

UOB Wealth Banking attracts 25,000 in 3 months

UOB has expanded its emerging affluent business by S$260m ($205m) in assets under management (AUM) and attracted 25,000 customers in the first three months since its launch in November 2011. Through its new frontline tool UOB Wealth Insights, which provides customised market information based on Thomson Reuters data, the bank wants to introduce new asset classes to its customers.Free

Solving the social media conundrum

Solving the social media conundrum

Social media has been causing a storm in retail and affluent banking circles, but private banks have been much more hesitant about how to use it effectively.

Berry strikes up strategic partnership with SEI

Berry strikes up strategic partnership with SEI

Private UK wealth manager Berry Asset Management (BAM) has signed a strategic administration partnership agreement with SEI.Free

Social media connecting banks and clients

Social media connecting banks and clients

Family Bhive, the online community where wealthy can meet and share their views, is two years’ old and has just re-launched with a host of new features. Founder Caroline Garnham explains to Nicholas Moody how the new-look website can spark interaction between banks and potential clients.

Technology driving wealth 'democratisation'

Technology driving wealth 'democratisation'

Retail banks are now able to deliver wealth management products that were previously reserved for high net worth individuals because of the development of sophisticated, end-to-end technology solutions. PBI talks to Lynne Landau from Temenos about how wealth management services can become more scaleable.Free

Credit Suisse takes top gong again

Credit Suisse takes top gong again

Credit Suisse was named Outstanding Global Private Bank for the second year running at the VRL/Private Banker International 21st annual awards at Singapore’s Raffles Hotel. Close to 200 bankers from across the world attended the event to see the industry’s leading lights recognised for their achievements

Defined segments must shape strategy

Defined segments must shape strategy

Target client segment, sustainable growth and client centricity are the issues raised during the 21st PBI Wealth Summit in Singapore. Ronan McCaughey summarises these key talking points.

Asian banks lack back-office automation

Asian banks lack back-office automation

Asia-Pacific may be leading the world in terms of wealth creation, but its IT infrastructure is struggling to keep up with the rapid pace, PwC’s Asia Pacific private banking survey found.Free

IT feature: Technical difficulties?

IT feature: Technical difficulties?

Global spending on private banking IT systems is to top $32bn by 2015 as wealth managers drive for greater efficiencies while grappling with rising regulation and demanding clients.Free


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