Managers of Wealth Fintech

Red Deer selected by Close Brothers Asset Management to support MiFID II processes

This approach has the added advantage of preventing inducement across the firm.

Digital wealth manager Moneyfarm raises £40 million

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.

Nikko AM adopts Bloomberg's portfolio and risk analytics platform

The platform also comes with an automated reporting function, which the company says will help its institutional clients cut down on the manual work required to produce reports, thus saving time and boosting productivity.

New Wealth Seeks Partnerships With Established Institutions

Besides these products, New Wealth is seeking partnership via its Experience Lab with robo-advisor startups and established financial institutions to jointly create new digital wealth solutions.

Avaloq onboards Deutsche Bank Luxembourg

Over 150 customers and wealth managers manage 4 trillion US dollars in assets with Avaloq, helping everyone from the ultra-high net worth investor to the average saver.

Virtual reality in wealth management? It's happening

VR and its cousin, augmented reality, are just two of the latest gaming technologies seeping into wealth management.

Julius Baer goes live with Temenos WealthSuite in Asia

The bank focuses on providing high-end services and in-depth advice to clients around the world.

StanChart's digitalisation push nets more customers

The bank's wealth management business is growing at a healthy clip, he said in a recent interview.

CaixaBank Asset Management Selects SimCorp Dimension

The agreement with CaixaBank Asset Management follows an agreement signed with its sister company, VidaCaixa, in late 2016.

SS&C Vision FI awarded Best Client Communications Solution

The WealthBriefing awards showcase ‘best of breed’ providers that have clearly demonstrated innovation and excellence in the global private banking, wealth management and advisor communities.

Canadian £1.2bn robo targets UK pension wealth

The robo-adviser has raised £122 million in funding from investment firm Power Financial Group.

Wealth Wizards developing talking robo-adviser

"Speech is not there yet but it is getting there and we are preparing for when it has arrived."

The Big Interview: Bravura tech boss on avoiding the darker side of AI

Bravura chief technology officer on how the sci-fi of his teenage years has come to pass

WealthTech investments reached 80% of last year’s total in Q1 alone

Global WealthTech funding is on track to surpass 2017’s record with over $2bn invested in Q1 2018

Bremer Bank Adopts SEI Wealth Platform

Strategic Win Supports Unified Platform's Increased Momentum Over Past Six Months

Clients’ digital ways have advisers jumping headfirst into fintech

Startup financial-technology companies, commonly referred to as “fintech” providers, typically offer clients financial-service products that are more cost effective and easier to access than traditional bank offerings.

Crossbridge Capital Expands Platform

It is complemented by the firm's existing wealth management and advisory services for high net worth and ultra high net worth investors.

A Crypto Tycoon, Banking Heir and the Mysterious Fight for Gold

Petropavlovsk cut gold output in recent years to focus on more profitable ounces, and so far it seems to be working.

Profile Software unveils Axia Robo Advisor

The firms benefit, among others, from the sheer automation and flexibility of the platform to manage the full advisory process, its low operating cost and fast client acquisition while delivering “independent” advice with transparency.

JHC to source market data from VMS

The partnership is a significant step for the US based market data provider which is looking to increase its European and MENA client base.

Wealth & Asset Management