Managers of Wealth Fintech

Digitising wealth management: Nucoro eyes Ireland as it takes investment into the digital age

The London-based fintech business on its plans to close a first Irish deal by mid-year.

Nucleus sees funds top £16 billion after overcoming investor uncertainty

Nucleus Financial Group, the Edinburgh-based fintech business, has seen its assets under administration pass through the £16 billion mark after seeing a “marked improvement” in fund inflows.

Nutmeg surpasses £2bn AUM to maintain position as largest digital wealth manager in Europe

Nutmeg has today announced that it is the first digital wealth manager in Europe to reach £2bn (€2.34bn) in assets under management (AUM) on the back of 41% year-on-year growth.

Dolfin empowers family office Altaira Wealth Management with custody, execution and investment advisory

Altaira’s investment strategy is also a collaborative effort with Dolfin, which provides regular research and ideas to the Altaira investment team.

Raffles Family Office to invest U$15m in HK's WorkTech for Asean expansion

It is planning to enter South-east Asian markets including Vietnam, Cambodia, Thailand and the Philippines, to build a cross-border community.

Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management

"The study shows that affluent individuals value trustworthiness above all, seek long-term relationships with their financial advisors and are increasingly willing to find a financial advisor online"

Objectway examines scaleable options for wealth managers

By 2025, an ideal scenario would be to see more scalable firms, with margins increasing and efficiency gains across their front and back offices.

LLB (Österreich) completes migration to the LLB Group core banking system

Liechtensteinische Landesbank AG and Bank Linth LLB AG have been using Avaloq as their core banking system software for a number of years

Advice firm offers to buy closed robo-adviser

The company was founded by Gemma Godfrey in 2015, who sold the business to JLT in 2018 and left in 2019.

This Software Technology Firm is Reshaping the Asset Management Industry

Wealth, using artificial intelligence and machine learning, is resolving market issues through high-tech applications

London based wealth management fintech to launch in Ireland

Republic “one of the fasting growing wealth management sectors in Europe”

Turn Inside Out to Deliver Exceptional Client Servicing. The 2020 Must-Win Battle

Many wealth management firms have embraced digital transformation in an attempt to improve client experience at lower cost to the firm, while others have been slower to respond.

2020 outlook for asset & wealth management industry

The topics of consolidation, regulation and innovation are front and center

Adox Research awards SS&C Singularity highest status in five portfolio management & accounting solution categories

Adox Research 8x8 surveys assess a specific fintech domain comparing up to eight vendor solutions across eight metrics.

Geneva-based bank selects Avaloq

Over the prior eight years, Avaloq has helped Banque Cramer to simplify and upgrade its IT systems, allowing the bank to focus on customer service and growing the business both organically and through acquisitions.

Transact adds new platform features as prices cut

Transact has also released ‘Investment Search’, a tool which allows users to search the wide range of over 13,000 assets available on the platform.

Robo-adviser has £900 turnover in final year

This led to a loss for the year of £1.3m.

Fintech: Banks, Beware! Why Banks Have a Difficult Time Innovating

In the following, we portray some innovator’s dilemmas and problems, but also show that small and medium-sized banks that are at a disadvantage at first sight do not need to fall behind.

Regional banks strike deal to share banking platform

Among the banks that are already using the platform are: Seba Bank and Scobag Privatbank.

Davos 2020: delegates at World Economic Forum urged to commit to fintech

Mr Green goes on to add: “The momentum and energy of this evolution now needs to be harnessed by delegates in Davos.

Wealth & Asset Management