12/30/2019
Bionic Advice is the concept devised by LEBC Chief Executive, Jack McVitie, who identified the need to provide an affordable service to consumers by combining access to human advisers with technology.
12/26/2019
In the past two years, HSBC has made significant investments in enhancing its digital capabilities globally.
12/26/2019
Based in Leamington Spa in the UK, Wealth Wizards’ end-to-end technology platform allows customers to automate regulated customer journeys
12/23/2019
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
The firm has used some of its cash pile to build technology and buy complementary businesses.
12/20/2019
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 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
The index was produced by the Economic Intelligence Unit for RBC Wealth Management.
12/19/2019
BlackRock would stay on as the financial-technology firm’s largest minority shareholder
12/18/2019
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
Wealth management organisations today face a shifting landscape of opportunities and challenges.
12/18/2019
It comes just 18 months after the UK and German wealth manager surpassed €1 billion in assets under management
12/18/2019
Technology Enables Efficiency and Scale to Support Growth Ambitions
12/18/2019
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 majority of the day will be spent on building relationships, which should help with raising referral rates.
12/17/2019
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
Wealth Wizards is working with Wyvern Partners to attract new strategic investors, Sky News understands.
12/17/2019
LV invested in the Leamington Spa-based company in 2015.
12/16/2019
Canada is planning to invest $1 billion in quantum computing technology research.
12/16/2019
SEBA Bank is offering a range of services in the areas of asset management, trading, custody, and financing.