Managers of Wealth Fintech

Schroders launches SchrodersGO chatbot

Our clients needs on how to access information have evolved over the past years.

Mashreq Bank Receives Nine Awards From Global Finance in London

Receiving an unprecedented nine awards in the digital banking space represents a milestone for Mashreq

Envestnet Completes Acquisition of FolioDynamix

The acquisition will add complementary trading tools as well as commission and brokerage business support to Envestnet’s existing suite of offerings.

Morgan Stanley enters robo-advice investment market

Access Investing, aimed at its wealthy clients’ children, follows its competitors

KB Asset Management Singapore Picks Eze Software

New Offshore Fund Taps Eze Portfolio Management & Accounting For Support

JPMC Hops On Robo-Advisor Bus

The service, piloted as JPMorgan Digital Investing, is the latest in a number of online investing tools called robo-advisers that firms offer as a low-cost way to get basic advice and automated portfolio management.

UBS SmartWealth wins award

Investments are managed by the same global team of experts who manage the wealth of UBS’s high-net-worth client base.

UBS eyes wider rollout of online wealth management service

SmartWealth could be expanded on the back of the bank’s newly unified IT platform, which excludes only the bank’s U.S. private banking business which is run out of a separate American division.

Ellevest Now Offers Traditional, High-Touch Wealth Management

Investors with at least $1 million are eligible for the automated investing platform’s private wealth management service.

Avaloq wins as «Outstanding Wealth Management Technology Provider» at the 2017 PBI Awards

The win also acknowledges Avaloq’s market success with private banks and wealth managers choosing Avaloq technology and services to accelerate their profitable growth.

Wealth and Asset Management Firms Are Ahead of Banks in Race to Embrace New Technology

65% of respondents working on the buy-side believe technology is fundamental to the survival of their business

Dirk Klee: «We Built Sort of iPhone»

Talented private bankers are hard to come by, so they need to be equipped with digital tools, UBS wealth management operating chief Dirk Klee tells finews.asia.

China Finance Online, CISC partner to develop new technology for wealth managers

The two companies will also conduct co-branded events and co-developed training programmes for CISC’s wealth advisers.

Utmost Wealth and Generali PanEurope to merge

Life Company Consolidation Group is to acquire Generali PanEurope with plans to create a specialist wealth manager by combining it with Utmost Wealth Solutions in a show of “commitment to the international life market”.

Finantix wins Private Banker International Award for Excellence in Customer Experience

Finantix sales and advisory software is trusted by financial institutions in more than 40 countries

SEI Wealth Platform Ranked as a Leading Wealth Management Solution

SEI Recognized for Advanced Wealth Management Technology and Depth of Client Service by Celent

Chilton Trust Company selects digital wealth platform

The firm has instilled a client-centric culture, and is using the platform to ensure it offers the right, scalable services to clients today, while also future-proofing for the next generation of investors.

Fundnel Teams Up With Thirdrock To Accelerate Asian Growth Companies

The collaboration marks the birth of a cross-referral program that brings the deal pipeline of both entities together into a data-driven funnel that quantitatively assesses applicant companies to determine the viability of each funding opportunity.

Clade: 24/7 Think-Tank for Ultra-Rich

It isn’t easy to get hold of Jonathan Lipton these days.

Senate Tax Plan Could Also Hit Digital Wealth Advisers

Algorithms that prioritize sales of share lots that have lost value would become less effective

Wealth & Asset Management