07/17/2018
Negativity around robo and investment technology a few years ago prompted former hedge fund executives Ian Cadby and Jonathan Wauton to get into the online wealth management space, culminating in the launch of platform Tiller on Monday.
07/17/2018
The platform is powered by SEI investments’ comprehensive operating platform designed to support sophisticated wealth managers and private banks.
07/16/2018
The minimum investment for private clients is £10,000.
07/16/2018
At Northern Trust we are committed to evolving our services and solutions to best support our clients’ requirements
07/16/2018
The following are 10 tips for bringing together digital banking and financial advice to make banks more competitive.
07/12/2018
Significant transaction to accelerate FNZ’s goal of being the leading provider of B2B wealth management platforms in Europe
07/12/2018
The financial resources are certainly there for us to do the technology upgrade properly
07/11/2018
In|Vest 2018 brings together the entire wealth management industry
07/11/2018
Praemium head of distribution Martin Morris said the personalised reporting is made possible by its investor portal allowed adviser to meet investor expectations.
07/11/2018
This is supported by an absolute commitment to serving clients in a personalised manner and via a single, senior point of contact.
07/10/2018
Embracing the right type of technology and creating innovative solutions are the heart of our service offering
07/05/2018
The scope of the services will include order execution, settlement and asset servicing for its mutual and hedge funds.
07/04/2018
UBS said the project is designed to "test the acceptance of digital assistants in a wealth management context.
07/03/2018
UBS can see what is happening on a global scale, and realise they need to move now. Man and machine need to work together collaboratively to deliver outstanding customer experience.
07/02/2018
As ongoing digitalization continues to expand and evolve all over the world, the deeply complex telecommunication systems enabling it will become even more robust and intricate in the coming years.
07/02/2018
This means that the SaaS products can be easily plugged into financial institutions’ existing systems.
06/29/2018
The solution is highly-configurable and provides multi-device access
06/29/2018
The recommendations developed by the group will also be consolidated with the Swiss FINMA.
06/28/2018
Expansion Highlights Market Momentum and One-Year Anniversary as Part of SEI
06/27/2018
The city’s de facto central bank has set a deadline of August 31 for receiving applications for the first batch of virtual banks.