Managers of Wealth Fintech

Comdirect offloads ebase to FNZ for EUR151 million

Significant transaction to accelerate FNZ’s goal of being the leading provider of B2B wealth management platforms in Europe

Smith & Williamson to overhaul technology before float

The financial resources are certainly there for us to do the technology upgrade properly

HNW clients demanding an enhanced digital experience

In|Vest 2018 brings together the entire wealth management industry

Praemium inks deal with new $1.2 billion client

Praemium head of distribution Martin Morris said the personalised reporting is made possible by its investor portal allowed adviser to meet investor expectations.

Smith & Williamson selects Avaloq

This is supported by an absolute commitment to serving clients in a personalised manner and via a single, senior point of contact.

UBS Launches Next Generation Digital Solution for Corporate Clients and Equity Plan Participants

Embracing the right type of technology and creating innovative solutions are the heart of our service offering

Clearstream adds Luxembourg private bank to fund platform Vestima

The scope of the services will include order execution, settlement and asset servicing for its mutual and hedge funds.

AI and avatars set to alter wealth management

UBS said the project is designed to "test the acceptance of digital assistants in a wealth management context.

UBS creates digital clone of its chief economist

UBS can see what is happening on a global scale, and realise they need to move now. Man and machine need to work together collaboratively to deliver outstanding customer experience.

Machine Intelligence: Paving the Way for the 5G and IoT Solutions of Tomorrow

As ongoing digitalization continues to expand and evolve all over the world, the deeply complex telecommunication systems enabling it will become even more robust and intricate in the coming years.

Orange partners with Additiv to offer digital wealth management services for financial institutions

This means that the SaaS products can be easily plugged into financial institutions’ existing systems.

GBST unveils new digital platform for wealth managers

The solution is highly-configurable and provides multi-device access

Swiss Bankers Association Creates Working Group to Help Blockchain Firms Open Bank Accounts

The recommendations developed by the group will also be consolidated with the Swiss FINMA.

SEI Archway's Growth Continues in Family Office Business, Expands Office Space

Expansion Highlights Market Momentum and One-Year Anniversary as Part of SEI

The world of virtual banking will see strategic partnerships between banks and fintechs: KPMG

The city’s de facto central bank has set a deadline of August 31 for receiving applications for the first batch of virtual banks.

FSCL warns: Roboadvice creates non-disclosure risk

Allowing personal insurance products to be delivered via roboadvice opens New Zealanders up to greater risk of having their claims rejected because of non-disclosure, a dispute resolution service says.

Profile Software as a Silver sponsor at Compeer's Wealth Management Conference: The Yearly Review in London

The Yearly Review”, taking place on 27 June 2018 in London, showcasing its pioneering and award-winning Investment Management and Banking solutions.

Wealth manager acquires minority stake in fintech firm SmartAsset

Wealth manager has bought a minority stake in New York-based fintech firm SmartAsset.

LatAm HNWIs lead demand for hybrid and Big Tech WM

Over half of North American HNWIs (55.2%) considered it a highly important service, but these figures dropped below 50% when it came to HNWIs in Europe and Japan.

Alex Waislitz's Thorney Investments, Regal back Credit Clear ahead of IPO

Rich lister Alex Waislitz's Thorney Investments has taken a significant stake in debt payment fintech start-up Credit Clear, ahead of a potential float in mid 2019.

Wealth & Asset Management