09/02/2018
Under the new structure, Ian Partington will succeed Stewart Foster as Group CEO, and Foster will take on the role of Group CRO (Chief Revenue Officer), focussing on the future growth of the combined business.
08/30/2018
It’s also changing how banks, technology companies and brokerages attract and retain customers.
08/29/2018
Tamarac announces major search engine functionality and Relationship Diagram to improve platform experience for RIAs and family offices
08/29/2018
Pictet's new fund will invest in a range of businesses working to improve infrastructure, real estate and public transport.
08/29/2018
Singapore-based digital adviser We Invest develops platform for Saxo Bank collaboration
08/29/2018
We are pleased, however, to have entered into an agreement to sell the intellectual property relating to UBS SmartWealth
08/28/2018
Wealth managers have been partnering with technology firms for years
08/28/2018
Profile and its solutions are characterised by technological innovation, competitive functionality, compliance to local and international standards
08/24/2018
Wealth managers need to look at ways of embracing technology rather than viewing it as a threat
08/24/2018
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
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
They are eager to learn about creative investment solutions with guaranteed returns, for instance in real estate or private equity.
08/23/2018
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
Big banks in general are keeping their distance to the crypto asset class
08/22/2018
By 2030 the generational transfer of wealth is estimated to be worth 4 trillion USD.
08/21/2018
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
In conjunction with Avaloq’s premium implementation partner Orbium, the Avaloq Banking Suite was implemented in just six months.
08/16/2018
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
The Pictet-Robotics fund returned 58.6% in US dollar terms over the three years to the end of July 2018.
08/16/2018
Has the wealth management industry reached peak robo?