12/26/2019
Wealth Wizards confirms £30 m growth funding round
Based in Leamington Spa in the UK, Wealth Wizards’ end-to-end technology platform allows customers to automate regulated customer journeys
Wealth & Asset Management
12/23/2019
2020: The Year of the Digital Asset
Looking ahead, we believe 2020 will reveal new technologies and applications for digital assets that can lead to meaningful, tangible change across a wide range of industries.
12/23/2019
An Obscure Finance Firm Is SoftBank's Next Big Hope
The firm has used some of its cash pile to build technology and buy complementary businesses.
12/20/2019
Post-trade transparency: shining a light into dark corners by David Veal, corfinancial
Firms were scrambling to understand counterparty exposures and settlement risk, along with a key requirement to know the exact state of asset and cash positions.
12/20/2019
Capgemini Named a Leader in Wealth and Asset Management Services by NelsonHall
“Capgemini has a large and mature wealth and asset management business that is well positioned to grow by offering strong consulting and solutions”
12/19/2019
RBC: Asia Dominates Wealth Creation Opportunities
The index was produced by the Economic Intelligence Unit for RBC Wealth Management.
12/19/2019
BlackRock in Talks to Cancel Option to Take Over iCapital Network
BlackRock would stay on as the financial-technology firm’s largest minority shareholder
12/18/2019
Charles Schwab is beefing up its robo-adviser with a tool to help customers avoid unexpected tax hits when cashing out of portfolios
Many agree that more basic tasks like portfolio management could largely be automated out, with the human touch still needed for more complex financial planning and coaching.
12/18/2019
Transforming Client Lifecycle Management with AI-driven WealthTech
Wealth management organisations today face a shifting landscape of opportunities and challenges.
12/18/2019
Scalable Capital claims lead in Euro robo race as assets hit €2bn
It comes just 18 months after the UK and German wealth manager surpassed €1 billion in assets under management
12/18/2019
Connor Broadley Adopts SEI Wealth Platform
Technology Enables Efficiency and Scale to Support Growth Ambitions
12/18/2019
The Wealth Management Firm of 2025 Is Preparing Today
One of the facts highlighted from Alberto’s speech is that the expense of servicing clients is generally expected to rise
12/18/2019
The Wealth Management Firm of 2025 will boost front office productivity
The majority of the day will be spent on building relationships, which should help with raising referral rates.
12/17/2019
YieldStreet Enters Retirement Industry with Acquisition of WealthFlex
The acquisition is YieldStreet’s first in the retirement sector as it seeks to disrupt the $27.1 trillion Retirement Market (1)
12/17/2019
LV-backed fintech firm Wealth Wizards seeks £30m to fund expansion
Wealth Wizards is working with Wyvern Partners to attract new strategic investors, Sky News understands.
12/17/2019
Robo-adviser seeks £30m to expand advice arm
LV invested in the Leamington Spa-based company in 2015.
12/16/2019
Revealed: Top 10 countries leading the race of quantum computing technology
Canada is planning to invest $1 billion in quantum computing technology research.
12/16/2019
Digital Assets Focused SEBA Bank Says it is Now Onboarding Clients from 10 Jurisdictions Including Singapore and the UK
SEBA Bank is offering a range of services in the areas of asset management, trading, custody, and financing.
12/13/2019
Greg Gibb: CEO of Wealth Management Firm Lufax Says Chinese Fintech Sector Is “Restructuring Dramatically”
This largely has to do with the Chinese peer to peer lending industry which once was the largest sector of Fintech in the world but has collapsed in spectacular fashion.
12/13/2019
Digital economy to bring rise to 21st-century unions
“As technology increasingly changes the world of work, there are signs of a number of converging trends that will make unions more relevant, powerful and visible,” explains Jack Orlik, researcher at Nesta.