Managers of Wealth Fintech

Dolfin makes waves in bionic wealth

Founded in 2013 and rebranded just two years ago, USD1.7 billion digital wealth manager Dolfin has been making a series of key hires.

Focus Solutions launches digital engagement software for wealth managers

Bringing together the ‘best in class’ software available on the market and offering cutting-edge technology, it allows wealth managers to deliver exactly what their clients need all in one place.

Private Banking in Asia – New Strategies and New Technologies Required

The conclusion was that private banks’ drive to boost recurrent revenues through advisory and discretionary mandates continues to be largely thwarted, due to the continuing preference of Asia’s wealthy clients for more control of their investm

Robo-advisers rated

Digital Wealth Insights found that Tiller excels in several areas and applauded the fact that their system enabled customers to create tailored risk-graded portfolios using life goals-based financial planning.

Digital Reasoning Brings AI To Wealth Management

Financial firms get feedback from disparate sources — email, chat, call center and web forms.

Forward thinking robo-advisors go back to basics

GlobalData’s 2018 UK Investor Survey shows that 97.9% of the UK investors do not use robo-advisors when arranging new investments.

What the Future of Wealth Management Will Look Like with Blockchain and Artificial Intelligence

New companies are sprouting gaining huge traction, especially among the millennials.

Digital China: Wealth management goes digital

Yap says Chinese investors are happy to invest and receive advice digitally because of the pervasiveness of financial technology, or fintech, in daily life.

What Alexa really means for wealth management

Smart speakers, like Alexa and Google Home, have made inroads into the consumer market by allowing users to stream music or check the weather with the sound of their voice.

WeInvest sets eyes on UAE, opens office in DIFC

The Singapore firm, a finalist at the FinTech Hive initiative, is a robo-advisory platform-as-a-service provider for financial services provider

Can Nutmeg conquer advice?

Nutmeg has acquired £1.5bn in assets since launching in 2011 and is the UK’s largest robo-adviser.

Robo-adviser posts £2.3m loss

The robo-adviser, which operates in Canada, the USA and the UK, now manages more than £2bn globally and has 100,000 clients but has not broken down how much of this comes from the UK.

Pillar After Pillar For A Pan-European Wealth Management - Objectway

The advisor badly needs to request less time to the prospect, and to reduce paperwork.

Black Diamond Integrates With Box

Box integration with SS&C Black Diamond enables advisors to access files easily and securely from customizable, cloud-based, all-in-one platform

Innovative digital engagement software launched by Focus Solutions

The software is designed to be much more than just gamified fact-finding; focus:digital brings a client’s financial future to life. The new software excels in four key areas.

Bravura to move operations to new London office

The move to 201 Bishopsgate represents both an exciting next step in Bravura’s global growth and development journey, and our continued desire to attract the very best talent to the business.

Singapore-based digital wealth startup expands to UAE

The spokesman added that wealth penetration within banks in the Middle East has been low for private and retail banking customers.

Wealth Dynamix appoints head of Asia Pacific

To spearhead the growth of the business across the region, Dominic Gamble joins as Head of Asia Pacific and will be based out of the newly opened office in Singapore.

Avaloq named Star Performer

Avaloq increased their use of robotic process automation (RPA) and plans to apply artificial intelligence techniques to maximize automation levels and minimize operational risk.

Billionaire buys a majority stake in TymeBank

Patrice Motsepe buys a majority stake in TymeBank

Wealth & Asset Management