05/29/2018
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.
05/28/2018
The platform also comes with an automated reporting function, which the company says will help its institutional clients cut down on the manual work required to produce reports, thus saving time and boosting productivity.
05/28/2018
Besides these products, New Wealth is seeking partnership via its Experience Lab with robo-advisor startups and established financial institutions to jointly create new digital wealth solutions.
05/24/2018
Over 150 customers and wealth managers manage 4 trillion US dollars in assets with Avaloq, helping everyone from the ultra-high net worth investor to the average saver.
05/24/2018
VR and its cousin, augmented reality, are just two of the latest gaming technologies seeping into wealth management.
05/24/2018
The bank focuses on providing high-end services and in-depth advice to clients around the world.
05/22/2018
The bank's wealth management business is growing at a healthy clip, he said in a recent interview.
05/22/2018
The agreement with CaixaBank Asset Management follows an agreement signed with its sister company, VidaCaixa, in late 2016.
05/18/2018
The WealthBriefing awards showcase ‘best of breed’ providers that have clearly demonstrated innovation and excellence in the global private banking, wealth management and advisor communities.
05/18/2018
The robo-adviser has raised £122 million in funding from investment firm Power Financial Group.
05/17/2018
"Speech is not there yet but it is getting there and we are preparing for when it has arrived."
05/16/2018
Bravura chief technology officer on how the sci-fi of his teenage years has come to pass
05/16/2018
Global WealthTech funding is on track to surpass 2017’s record with over $2bn invested in Q1 2018
05/15/2018
Strategic Win Supports Unified Platform's Increased Momentum Over Past Six Months
05/15/2018
Startup financial-technology companies, commonly referred to as “fintech” providers, typically offer clients financial-service products that are more cost effective and easier to access than traditional bank offerings.
05/14/2018
It is complemented by the firm's existing wealth management and advisory services for high net worth and ultra high net worth investors.
05/14/2018
Petropavlovsk cut gold output in recent years to focus on more profitable ounces, and so far it seems to be working.
05/14/2018
The firms benefit, among others, from the sheer automation and flexibility of the platform to manage the full advisory process, its low operating cost and fast client acquisition while delivering “independent” advice with transparency.
05/11/2018
The partnership is a significant step for the US based market data provider which is looking to increase its European and MENA client base.
05/11/2018
Family Office Risk Management in the Digital World
Many family offices manage wealth equivalent to that of a small or mid-size business (SMB), and they face similar technology needs.