07/04/2018
AI and avatars set to alter wealth management
UBS said the project is designed to "test the acceptance of digital assistants in a wealth management context.
Wealth & Asset Management
07/03/2018
UBS creates digital clone of its chief economist
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
Machine Intelligence: Paving the Way for the 5G and IoT Solutions of Tomorrow
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
Orange partners with Additiv to offer digital wealth management services for financial institutions
This means that the SaaS products can be easily plugged into financial institutions’ existing systems.
06/29/2018
GBST unveils new digital platform for wealth managers
The solution is highly-configurable and provides multi-device access
06/29/2018
Swiss Bankers Association Creates Working Group to Help Blockchain Firms Open Bank Accounts
The recommendations developed by the group will also be consolidated with the Swiss FINMA.
06/28/2018
SEI Archway's Growth Continues in Family Office Business, Expands Office Space
Expansion Highlights Market Momentum and One-Year Anniversary as Part of SEI
06/27/2018
The world of virtual banking will see strategic partnerships between banks and fintechs: KPMG
The city’s de facto central bank has set a deadline of August 31 for receiving applications for the first batch of virtual banks.
06/27/2018
FSCL warns: Roboadvice creates non-disclosure risk
Allowing personal insurance products to be delivered via roboadvice opens New Zealanders up to greater risk of having their claims rejected because of non-disclosure, a dispute resolution service says.
06/27/2018
Profile Software as a Silver sponsor at Compeer's Wealth Management Conference: The Yearly Review in London
The Yearly Review”, taking place on 27 June 2018 in London, showcasing its pioneering and award-winning Investment Management and Banking solutions.
06/26/2018
Wealth manager acquires minority stake in fintech firm SmartAsset
Wealth manager has bought a minority stake in New York-based fintech firm SmartAsset.
06/26/2018
LatAm HNWIs lead demand for hybrid and Big Tech WM
Over half of North American HNWIs (55.2%) considered it a highly important service, but these figures dropped below 50% when it came to HNWIs in Europe and Japan.
06/25/2018
Alex Waislitz's Thorney Investments, Regal back Credit Clear ahead of IPO
Rich lister Alex Waislitz's Thorney Investments has taken a significant stake in debt payment fintech start-up Credit Clear, ahead of a potential float in mid 2019.
06/25/2018
Legal & General Investment Management selects Bravura Solutions’ Sonata in long-term deal
“LGIM has deep expertise in delivering diverse and innovative client solutions."
06/24/2018
Wealth Dynamix Ranks 5th Fastest Growing Fintech Firm in Europe by the Financial Times in the FT 1000
The FT 1000 lists the companies in 31 European countries that have achieved the highest compound annual growth rate in revenue. Technology remains the best represented sector, contributing 155 companies to the list.
06/22/2018
Goldman Sachs considering expanding bitcoin operations further
The bank’s leadership has been “encouraged” by messages given by China’s leadership on opening access to the market, Solomon said.
06/22/2018
HSBC Jade Launches Concierge Service with Innovative Digital Platform to High-Net-Worth Clients
A table at Noma, World Cup seats or Beyoncé tickets, all at the push of a button
06/22/2018
ShapeShift aims to reinvent Swiss banking privacy
It also allows ShapeShift to operate without a banking license as a self-regulated organisation (SRO) in Switzerland
06/21/2018
Envestnet Announces New Partnership with Hancock Whitney Bank
Thirty-four of the 50 leading banks use Envestnet to help design, develop, and deploy a more profitable operating model for managing their client's retail, high-net-worth, and institutional businesses.
06/21/2018
Robo Advice and beyond. What are the gains?
Axia Robo Advisor with its cutting-edge technology achieves a unique user experience, delivering a complete offering of omni-channel wealth management services, adding significant value to their operations.