Managers of Wealth Fintech

JHC Neon signs Ireland’s largest wealth manager

They will also have access to clear, transparent analytics that can be accessed across all devices via Neon’s unique digital dashboard and understood by key investment personnel.

Moneyfarm buys German robo-adviser

Moneyfarm uses a blend of algorithmic-based investment advice backed by a team of consultants to reassure its customer base of 27,000 active retail investors and discuss portfolio performance.

New investors increasingly look to robo advisers

Cost-conscious breed of DIY clients have less capital

Nucleus signs new deal with platform tech firm

Nucleus chief technology officer Andrew Smith says: “This new arrangement is of vital importance to the ongoing process and pace of development at Nucleus as we prepare the business for significant scale in our second decade of business.

InvestCloud offers 'periodic table' of apps to help wealth managers digitalise

Creak has found that people have been on varying stages of the journey, having met a wealth adviser who had no access for clients online recently.

Wealth management platforms evolve, attract millions in funding

The d1g1t platform syncs a financial plan to the investment mandate and the mandate to the portfolio and risk profile, so an advisor can keep track of the entire relationship and make adjustments as needed

How Standard Chartered Bank is tackling digital disruption

As such, banks like Standard Chartered have to digitize front-facing processes or risk losing their customers.

Australian wealth management platform launches in UK

Increasing headcount is no longer the answer, but reducing investigation time and making smarter decisions is.

Fusion Wealth extends SEI agreement

Fusion share a commitment to innovation and we look forward to working together to provide the best possible solutions for both our existing clients and the new joint venture between Lloyds Banking Group and Schroders.

Dolfin makes waves in bionic wealth

Founded in 2013 and rebranded just two years ago, USD1.7 billion digital wealth manager Dolfin has been making a series of key hires.

Focus Solutions launches digital engagement software for wealth managers

Bringing together the ‘best in class’ software available on the market and offering cutting-edge technology, it allows wealth managers to deliver exactly what their clients need all in one place.

Private Banking in Asia – New Strategies and New Technologies Required

The conclusion was that private banks’ drive to boost recurrent revenues through advisory and discretionary mandates continues to be largely thwarted, due to the continuing preference of Asia’s wealthy clients for more control of their investm

Robo-advisers rated

Digital Wealth Insights found that Tiller excels in several areas and applauded the fact that their system enabled customers to create tailored risk-graded portfolios using life goals-based financial planning.

Digital Reasoning Brings AI To Wealth Management

Financial firms get feedback from disparate sources — email, chat, call center and web forms.

Forward thinking robo-advisors go back to basics

GlobalData’s 2018 UK Investor Survey shows that 97.9% of the UK investors do not use robo-advisors when arranging new investments.

What the Future of Wealth Management Will Look Like with Blockchain and Artificial Intelligence

New companies are sprouting gaining huge traction, especially among the millennials.

Digital China: Wealth management goes digital

Yap says Chinese investors are happy to invest and receive advice digitally because of the pervasiveness of financial technology, or fintech, in daily life.

What Alexa really means for wealth management

Smart speakers, like Alexa and Google Home, have made inroads into the consumer market by allowing users to stream music or check the weather with the sound of their voice.

WeInvest sets eyes on UAE, opens office in DIFC

The Singapore firm, a finalist at the FinTech Hive initiative, is a robo-advisory platform-as-a-service provider for financial services provider

Can Nutmeg conquer advice?

Nutmeg has acquired £1.5bn in assets since launching in 2011 and is the UK’s largest robo-adviser.

Wealth & Asset Management