04/04/2017
Marvelstone Capital to release robo advisor for Asia’s family businesses
Family offices in Singapore recorded an average return of 1.2 per cent in 2015, according to the Global Family Office Report by Campden Wealth Research and UBS.
Wealth & Asset Management
04/03/2017
Did JPMorgan Chase Just Start A Digital Advertising Revolution?
Now the experience of JPMorgan Chase suggests that advertisers can find consumers at a good price even without using ad tech to pull together the farthest, and sometimes least known, reaches of the web.
04/03/2017
Banking Outpacing Wealth Management on Digital
Wealth management lags behind banks in digital offerings, financial advisors should meet clients' children early and FTJ FundChoice launches a new SMA program.
03/31/2017
Nutmeg: we are better in a crisis than traditional DFMs
Critics of robo-advice have suggested such propositions may not be able to cope with a financial crisis
03/31/2017
Wealth managers play ‘robo advisers’ at their own game
Automation and big data mining are helping human planners compete
03/31/2017
Majority of Wealthy Investors Prefer a Mix of Human and Robo-Advice, According to Accenture Research
Digital technology – the web-based channels, tools and applications that enable a more-transparent and real-time understanding of a client’s investments – make hybrid models possible.
03/30/2017
Rothschild Bank AG selects Finantix digital engines to support customer advisory services
Since January 2017, the Finantix professional services team has led the implementation, initially based in Switzerland.
03/30/2017
Banks are using data access to disrupt their disruptors
Many fintechs rely on their users providing access to the data from their bank accounts, and use third-party intermediaries like Envestnet Yodlee and Intuit to access that data.
03/30/2017
Scalable Capital doubles assets under management in three months
Scalable Capital went live in the UK in summer 2016.
03/29/2017
Old Mutual and SJP platform tech provider bought by US firm
DST expects the consolidated IFDS U.K. businesses to contribute approximately $440 million of incremental annual operating revenues upon acquisition
03/29/2017
SEI’s Williams: The need for advice is greater than ever, but so are the costs
“Is the risk of doing something greater than the risk of doing nothing?”
03/28/2017
Qatar wealth fund to open office in Silicon Valley
The QIA has about $334 billion of assets according to industry tracker
03/28/2017
High Net Worth Marketing, a tailored approach
Automation would bring benefits
03/28/2017
Does your RM drink coffee or Kilowatts?
While Humans is obviously a fictional construct, there is insight to suggest that it presents a not-too distant future.
03/27/2017
Digital wealth manager launches partnership with Allianz Global Investors
This is the first time UK employees from across the Allianz family have had access to a wealth management solution in this way.
03/27/2017
Dan Zilberman: «Avaloq IPO in 3 to 5 Years»
Private Equity Buys Avaloq Stake
03/27/2017
Netwealth proves HNWs are hungry for digital
Netwealth is close to signing its first partnership with an IFA firm and has been working on building its professional connections
03/27/2017
SEI Wealth Platform Delivers Another Year of Increasing Flows
AUA increased by 25 percent with Net Flows up by 21 percent
03/24/2017
“Thanks to pressure from fintechs, wealth management services are finally being forced to offer good products for their clients”
Trading is not as easy as it sounds, you are not able to buy a book and become a super trader overnight
03/23/2017
Lufax plans online platform as part of transformation from P2P to wealth management company
The company will also target middle class Asian investors in countries such as India and Indonesia.