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Fintech vendor ION Group has acquired Financial Software Systems, a US provider of treasury management, capital market and wealth management technology. Financial terms of the deal were not disclosed.
18 January 2013
The UK wealthy are resisting engaging with their banks via new technologies in a bid to return to old school banking values, according to a YouGov survey of 1000 high net worth individuals.
12 November 2012
Nutmeg, an online investment manager promising to offer private banking-type services for everyone, has launched in the UK.
08 October 2012
Spain's la Caixa is introducing a range of online tools designed to make it easier for customers to communicate with its asset managers.
17 September 2012
Private banks have amateurish social media strategies, often failing to establish anything more than a token presence on Facebook, Twitter and YouTube, according to research from investment portal assetinum.
27 March 2012
ANZ is rolling out video conferencing technology from Cisco across Australia, enabling wealth management clients to meet with staff remotely.
23 March 2012
Morgan Stanley has written to 34,000 customers warning them that their personal financial details may have been stolen while in transit to the New York State Department of Taxation and Finance.
06 July 2011
Bank of America has appointed Morgan Stanley's David Reilly as chief technology officer for its global wealth and investment management unit.
18 May 2011
Banking giant HSBC plans to streamline its IT operations as part of a major, £2.1 billion, cost cutting exercise.
11 May 2011
HSBC has been slammed by Swiss regulator Finma for the poor IT controls that saw a staff member steal data on thousands of customers.
01 March 2011
HSBC has promoted Paul Thurston to the role of chief executive, retail banking and wealth management, a position that will also see him direct the bank's technology overhaul programme.
29 November 2010
Temenos has inked an $81 million deal to buy Luxembourg-based Odyssey Financial Technologies, which provides application software to the private banking and wealth management (PWM) market.
28 September 2010
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