Register now

WealthCareers

WealthTechBriefing Poll

Do you see signs that clients are recovering their trust in private banking?




View previous poll results

Exclusive global intelligence for wealth managers

WealthTechBriefing is the leading subscription-based business intelligence service for the wealth management technology community.

Register now

  • Weekly round-up of I.T. purchasing strategies, news and intelligence
  • Breaking technology news stories during the day

Latest News

Wealth Managers Take Note: The "Facebooker" Millionaires Are Coming

Gain Capital Appoints Industry Veteran As Chief Product Officer

New Computational Software Platform For Finance From Wolfram

International Fund Servicing Business Upgrades With New Advent Platform

Tech Firm Rolls Out Version 9 Of Revenue, Expense System For Financial Firms

New Portfolio Management System At German Private Bank

North European Tech Firm Unveils Service For UK Private Client Market

Brooks Macdonald Completes IntelliFlo System Integration

Bravura Solutions Makes Senior Appointment In London

AMP Extends Tech Contract With CSC Australia

Latest Features

Interview: Smartleaf Sets Out To Measure Effects Of Workflow Processes

Guest Article: How To Handle Client Needs As Their Wealth Changes

Schwab Conference: Acquiring Clients In A Wired World

Singaporean Elites Ramp Up Spending On Luxury And Technology

Exclusive: Mobile Computing Shaking Up Family Office Tech Market

Crunch Time At Private Banks As Next Gen Demand “Institutional”-Style Reporting

Why Ego-Surfing Is Crucial For HNW Individuals' Reputations

Diary: Citi Private Bank and the Fancy Mayfair Revamp

CRMs Move To Tablet Market With iPad Apps

Smartphone Apps Bring Mobility To CRM Systems

Guest article

How Regulation, Client Demands Drive Need For Better Investment Profiling - Temenos

Temenos, the technology firm, examines the complex issue of automated investment profiling, a key issue at a time when firms are trying to get a better grasp of clients' risk tolerance and ambitions.

Quote of the week

"Switzerland has been attacked since 2008. We are in the middle of an economic war."

Sergio Ermotti, chief executive, UBS.