09/27/2017
Hold Up, Not Everyone Wants a Robo Advisor
Family offices hold a firm grasp on the upper levels of the financial industry.
Wealth & Asset Management
09/27/2017
Strive and Coutts Partner To Support UK Esports Industry Growth
We recognise that Coutts itself is very new to the eSports industry
09/26/2017
Living in a new wealth management landscape
The second challenge, is that the banks suffer from scalability issues.
09/26/2017
Envestnet to Acquire FolioDynamix
Combined firm will support nearly $2 trillion in platform assets and approximately 10 million investor accounts
09/26/2017
Irish tech firm launches robo-adviser
The solution enables digital distribution directly to the consumer or with the assistance of an intermediary.
09/26/2017
Banque Cramer: Faster Than the Market
The technology automatically and without any emotions adjusts portfolios in line with the market sentiment.
09/22/2017
How Has Fintech Impacted the Wealth Management Industry?
The same principle can also be applied to the wealth management sector.
09/21/2017
UBS Invests Hundreds of Millions in Digitization
The investments in new technologies will affect personnel at Zurich-based UBS.
09/21/2017
Social Media Giant Tencent Gets Into Old-School Finance
CICC, once dubbed the Goldman Sachs of China after it brought some of the country’s largest state-run firms to market
09/20/2017
An uphill battle for digital private banking in Asia
The area likely to advance the fastest, believe some market practitioners, is regulatory technology.
09/20/2017
SEI Teams Up With Leading Blockchain Company
The goal is to create a new asset transfer industry benchmark against which others competing in the space can be evaluated in terms of efficiency, costs, and security.
09/19/2017
One of Asia's largest asset managers: 'Find fast lanes in slow moving traffic'
Investors should look for high growth sectors when stock-picking, the head of Nikko Asset Management said at the Singapore Summit over the weekend
09/19/2017
Digital wealth manager opens in the UK
UK residents can now open an account and have access to diversified investment portfolios in less than five minutes on wealthsimple.com or by downloading the iOS or Android app.
09/19/2017
Avaloq CEO Francisco Fernandez says Australian banks behind on tech systems
The competitiveness of the offering to their customers is based on domestic product, mainly Australian stocks and bonds.
09/18/2017
FinFolio Launches FinFolio 2.0 App for Wealth Management and Trading
FinFolio 2.0 is a web app for professional wealth managers that does portfolio management
09/15/2017
Betterment Partners with BlackRock and Goldman Sachs Asset Management
The portfolio invests 100 per cent of assets in U.S. bonds and international bonds issued in U.S. dollars.
09/15/2017
ING moves into digital wealth management with Scalable Capital
If the pilot proves successful, the bank will look to introduce it across other European markets he says.
09/15/2017
Close Brothers TS strengthens customer data security ahead of GDPR
This new partnership with DataRaze is just one example of how we are expanding our data security processes for customers in preparation of the introduction of stricter regulations under GDPR.
09/15/2017
Royal Bank of Canada pilots AI-powered finance guide
Based on predictive analysis of individual behavior and spending patterns, the Personetics solution enables RBC to provide clients with an effortless way to maximize savings, while ensuring that sufficient funds are available to cover future expenses.
09/15/2017
Lugano private bank launches bitcoin trackers
The exchange traded notes are both traded on the Nasdaq OMX.