Managers of Wealth Fintech

Orion Advisor Solutions Breaks New Ground

Advisor tech gets a behavioral boost, embedding the science of psychology into everyday workflows and tools

AI for asset and wealth managers: Industry priorities and delivering benefits

The overwhelming majority of asset managers who have invested in AI are already reporting real-world benefits: improved decision-making, product and service innovation, better customer experiences and reduced risks top the list.

The dawn of a new wave of internal models for Solvency II

This process has dramatically accelerated in the last few months, as we witness a new wave of simulation-based economic capital implementations, particularly in those countries where the first wave left out a few significant players.

The Synergies Between Avaloq and NEC

Avaloq’s mission is “to reinvent finance for the people and make a difference in society,” while NEC sets out to “orchestrate a brighter world.

Artificial Intelligence Accelerates Transformation in Wealth

How Predictive Analytics Can Deliver Results—in 90 Days or Less.

What the Nutmeg acquisition means for the future of advice

While robo-advisers' client base remains very different from IFAs' own, Sam Turner, senior consultant at Altus Consulting, said the takeover spoke to a change in advice expectations.

Do Elon Musk's Words Matter for Crypto in the Long Run?

It’s almost as if crypto doesn’t act like shares—so when the business media look at crypto, they don’t have a proper metric to evaluate.

ERI’s John Shegerian Calls ESG ‘the Greatest Investment Trend of Our Generation’

Shegerian Applauds and Concurs with Citi’s Projections in CNBC Interview

FCA data confirms rising crypto popularity

We chose to use the term ‘cryptocurrency’ throughout the questionnaire.

Hyper-Personalisation: A Real Differentiator Between Firms

The short answer is no but it can certainly go a long way to enabling it.

SS&C Will Not Exercise Matching Right In Respect of Latest Offer to Acquire Mainstream Group

SS&C is being advised by Citi as financial adviser and Gilbert + Tobin as legal adviser.

Central Bank Digital Currency: An update on the Bank of England’s work - speech by Tom Mutton

Given at FS tech: The Future of FinTech Conference

Gartner Says the Majority of Technology Products and Services Will Be Built by Professionals Outside of IT by 2024

New Category of Business Buyers are Occupying a Larger Share of the Overall IT Market

Put Away Your Old Flip Phone And Say Hello to The New Era Of Wealth Management

Well, someday, we’ll be talking about the current state of WealthTech – and of wealth management in general – the same way we now remember those early portable computers.

Revving up Self-Disruption: Standard Chartered’s African Odyssey

To bring the issues into perspective, let me outline Standard Chartered’s journey towards digitisation and self-disruption in Africa.

The race to net-zero: why it matters

The economic framework in which we have operated for decades is becoming obsolete.

The rise of ESG and why it matters to everyone

The involvement of global institutions began in 2000 with the publishing of the UN Millennium Development Goals aimed at tackling poverty.

Millennial millionaires have a large share of their wealth in crypto, CNBC survey says

The results highlight a new generational divide in wealth creation from crypto, with younger investors able to earn vast fortunes from the surge in the prices of bitcoin, ether and other digital currencies.

“Game over” after nine months: Singapore private bankers feel pressure of big pay rises

This almost immediately heaps additional pressure on newly hired RMs.

Citi Private Bank on Crypto Investing: «Not Now»

But Peng also cautions against buying the current dip, highlighting that the market may not have bottomed due to other strong headwinds.

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