08/24/2018
Five tech risks wealth managers can turn into opportunity
Wealth managers need to look at ways of embracing technology rather than viewing it as a threat
Wealth & Asset Management
08/24/2018
OCBC Launches Robo Service
For OCBC, the tie-up is a bid to «democratize» wealth management by offering products to a wider group of potential clients
08/24/2018
Robo consolidation on the horizon as more firms enter market
Paolo Galvani, chairman of Moneyfarm, which has assets under management of about £400m, said he was "surprised" at the number of robo-advisers which are still coming to market.
08/23/2018
Private Banking: When a Client Asks for Crypto
They are eager to learn about creative investment solutions with guaranteed returns, for instance in real estate or private equity.
08/23/2018
IRESS first half revenues up 8pct, wealth and lending lead
IRESS chief executive Andrew Walsh said: “IRESS’ first half 2018 financial result illustrates our commitment to driving top-line growth and visible operating leverage across the group.
08/22/2018
Private Banking: What If a Clients Asks for Cryptos
Big banks in general are keeping their distance to the crypto asset class
08/22/2018
Wealth management must join the Digital Revolution
By 2030 the generational transfer of wealth is estimated to be worth 4 trillion USD.
08/21/2018
12 Tools To Run Your Family Office Like A Silicon Valley Startup
As the sheer speed of change today in virtually every business and communications sphere nears the social equivalent of light-speed, many older family offices have had difficulty keeping their services relevant.
08/16/2018
Industrial Bank creates new Hong Kong Private Banking Business with Avaloq Banking Suite
In conjunction with Avaloq’s premium implementation partner Orbium, the Avaloq Banking Suite was implemented in just six months.
08/16/2018
BCGE boosts digital strategy with IT investment
The firm is a joint venture between several IT security and development companies and 'aims to offer a simple, secure and open digital identification system that complies with all legal requirements in terms of user data protection'.
08/16/2018
AAA-rated Pictet-Robotics manager ups cash stack
The Pictet-Robotics fund returned 58.6% in US dollar terms over the three years to the end of July 2018.
08/16/2018
Standalone robo-advisers struggling to survive
Has the wealth management industry reached peak robo?
08/15/2018
Robo, blockchain and predictive analytics – applications in wealth management
FNZ first started in New Zealand in 2004 and is now headquartered in the UK where it is the market leader.
08/14/2018
RegTech solutions for the digitisation of client onboarding
IMTF, with headquarters in Switzerland, offers to FIs across the world innovative and reliable RegTech solutions for automated onboarding, KYC/EDD, AML and Fraud helping them deliver a better client experience, increase efficiency, and achieve significant
08/14/2018
Adapting wealth management for a BigTech world
The rise of BigTech and consequent encroachment into wealth management is now inevitable
08/14/2018
UBS reduces IT outsourcing to Cognizant sharply
Cognizant and UBS have had over a decade-long relationship.
08/09/2018
Private banks enhance digital infrastructure in Asia
The trend of digital transformation in the private banking space will not reduce jobs
08/09/2018
RIA choices for automated advice multiply
For digital wealth management, advisors are now spoiled for choice.
08/09/2018
RIA choices for automated advice multiply
For digital wealth management, advisors are now spoiled for choice.
08/02/2018
Adviser puts robo service on ice
One of the areas where Mr Rush said he was looking to improve the service was in how vulnerable clients were serviced, something he said his experiences helping steelworkers with their pensions had emphasised.