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Deutsche Bank Wealth Management selects Finantix for KYC processes

Thu, 04/07/2019 - 10:39

Deutsche Bank Wealth Management has chosen Finantix’s AI-powered KYC solution to help with the bank’s client onboarding and know-your-client (KYC) processes. »

Wealth management company Charles Stanley moves service management to the Cloud with Sunrise ITSM

Thu, 04/07/2019 - 10:38

Wealth management company Charles Stanley is using Sunrise Softwares’ IT Service Management (ITSM) SaaS to transform its service management and adopt an information technology infrastructure library (ITIL)-based approach across its business. »

Edward Glyn, Calastone

Index funds celebrate record inflows, while active managers suffer record outflows

Thu, 04/07/2019 - 10:30

Equity index funds enjoyed record net inflows of capital in the second quarter, according to the latest Fund Flow Index (FFI) from Calastone, while active funds by contrast, suffered record outflows. »

Loud hailer

Melior Investment Management appoints RBC I&TS as custodian and administrator

Wed, 03/07/2019 - 15:48

RBC Investor & Treasury Services (RBC I&TS), part of Royal Bank of Canada (RY on TSX and NYSE), has been appointed custodian and administrator for new boutique fund manager, Melior Investment Management. »

Research

Report says MIFID II is impacting on wealth managers and platform providers’ businesses

Wed, 03/07/2019 - 12:17

Financial advisers believe wealth managers and platform providers will start to lose business as MIFID II reporting standards make clients more aware of costs and charges, according to a new research paper from analysts AKG, sponsored by wealth management and financial planning firm NetWealth.   »

Novia Global appoints new MD

Wed, 03/07/2019 - 11:02

Novia Global has appointed Steve Andrews to the position of Managing Director, effective July 2019.  »

Eight Wealth Management makes senior appointment

Wed, 03/07/2019 - 11:01

Eight Wealth Management has aded appointed Niraj Vyas as head of business development, a new role in the practice’s Head Office in Whiteley. »

Tanguy van de Werve. EFAMA

EFAMA publishes 17th Edition of Fact Book

Wed, 03/07/2019 - 10:12

EFAMA has published the 17th edition of its Fact Book with this year’s edition featuring an in-depth analysis of recent developments in the European investment fund industry, including new data on the sales of domestic and cross-border funds and the share of domestic funds held abroad, across 29 European countries. »

Vishak Makkar, Buck

UK Defined Benefit pension scheme funding liabilities up by GBP55bn in just eight weeks

Wed, 03/07/2019 - 10:08

The value of aggregate funding liabilities for UK Defined Benefit (DB) pension schemes (around GBP1.9 trillion covering around 5,400 schemes) has increased by approximately GBP55 billion over the last eight weeks. »

A&R Logistics acquires Blue Water Plastic Transport

Tue, 02/07/2019 - 10:53

Wind Point Partners’ portfolio company A&R Logistics (A&R) has acquired Blue Water Plastic Transport (BWP), a provider of specialty bulk transportation and logistics services to the plastics industry. »

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