Managers of Wealth Fintech

Europe’s fintechs head east to challenge Asia’s traditional banks

Nutmeg and Tandem to launch in HK while Revolut moves into Singapore and Japan

RBC takes robo-advisor service national

RBC InvestEase brings convenience, speed and simplicity to fit Canadians’ busy lifestyles

Old Mutual Int’l launches risk profiler app

Tool helps manage client expectations of potential returns

Standard Chartered: The Bank of the Future is Platform-Based

Where banking is headed: creating and assembling platforms that go beyond the traditional financial services, writes Sebastian Wedeniwski, Standard Chartered’s Chief Technology Architect, on finews.asia.

BNY Mellon investing in more tech to boost private wealth and institutional business

The company is looking for Java full stack developers to enhance its private wealth management capabilities in New York

JHC Neon signs Ireland’s largest wealth manager

They will also have access to clear, transparent analytics that can be accessed across all devices via Neon’s unique digital dashboard and understood by key investment personnel.

Moneyfarm buys German robo-adviser

Moneyfarm uses a blend of algorithmic-based investment advice backed by a team of consultants to reassure its customer base of 27,000 active retail investors and discuss portfolio performance.

New investors increasingly look to robo advisers

Cost-conscious breed of DIY clients have less capital

Nucleus signs new deal with platform tech firm

Nucleus chief technology officer Andrew Smith says: “This new arrangement is of vital importance to the ongoing process and pace of development at Nucleus as we prepare the business for significant scale in our second decade of business.

InvestCloud offers 'periodic table' of apps to help wealth managers digitalise

Creak has found that people have been on varying stages of the journey, having met a wealth adviser who had no access for clients online recently.

Wealth management platforms evolve, attract millions in funding

The d1g1t platform syncs a financial plan to the investment mandate and the mandate to the portfolio and risk profile, so an advisor can keep track of the entire relationship and make adjustments as needed

How Standard Chartered Bank is tackling digital disruption

As such, banks like Standard Chartered have to digitize front-facing processes or risk losing their customers.

Australian wealth management platform launches in UK

Increasing headcount is no longer the answer, but reducing investigation time and making smarter decisions is.

Fusion Wealth extends SEI agreement

Fusion share a commitment to innovation and we look forward to working together to provide the best possible solutions for both our existing clients and the new joint venture between Lloyds Banking Group and Schroders.

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.

Wealth & Asset Management