Managers of Wealth Fintech

The world of virtual banking will see strategic partnerships between banks and fintechs: KPMG

The city’s de facto central bank has set a deadline of August 31 for receiving applications for the first batch of virtual banks.

FSCL warns: Roboadvice creates non-disclosure risk

Allowing personal insurance products to be delivered via roboadvice opens New Zealanders up to greater risk of having their claims rejected because of non-disclosure, a dispute resolution service says.

Profile Software as a Silver sponsor at Compeer's Wealth Management Conference: The Yearly Review in London

The Yearly Review”, taking place on 27 June 2018 in London, showcasing its pioneering and award-winning Investment Management and Banking solutions.

Wealth manager acquires minority stake in fintech firm SmartAsset

Wealth manager has bought a minority stake in New York-based fintech firm SmartAsset.

LatAm HNWIs lead demand for hybrid and Big Tech WM

Over half of North American HNWIs (55.2%) considered it a highly important service, but these figures dropped below 50% when it came to HNWIs in Europe and Japan.

Alex Waislitz's Thorney Investments, Regal back Credit Clear ahead of IPO

Rich lister Alex Waislitz's Thorney Investments has taken a significant stake in debt payment fintech start-up Credit Clear, ahead of a potential float in mid 2019.

Legal & General Investment Management selects Bravura Solutions’ Sonata in long-term deal

“LGIM has deep expertise in delivering diverse and innovative client solutions."

Wealth Dynamix Ranks 5th Fastest Growing Fintech Firm in Europe by the Financial Times in the FT 1000

The FT 1000 lists the companies in 31 European countries that have achieved the highest compound annual growth rate in revenue. Technology remains the best represented sector, contributing 155 companies to the list.

Goldman Sachs considering expanding bitcoin operations further

The bank’s leadership has been “encouraged” by messages given by China’s leadership on opening access to the market, Solomon said.

HSBC Jade Launches Concierge Service with Innovative Digital Platform to High-Net-Worth Clients

A table at Noma, World Cup seats or Beyoncé tickets, all at the push of a button

ShapeShift aims to reinvent Swiss banking privacy

It also allows ShapeShift to operate without a banking license as a self-regulated organisation (SRO) in Switzerland

Envestnet Announces New Partnership with Hancock Whitney Bank

Thirty-four of the 50 leading banks use Envestnet to help design, develop, and deploy a more profitable operating model for managing their client's retail, high-net-worth, and institutional businesses.

Robo Advice and beyond. What are the gains?

Axia Robo Advisor with its cutting-edge technology achieves a unique user experience, delivering a complete offering of omni-channel wealth management services, adding significant value to their operations.

Robo-adviser Quantifeed secures $10m investment

"Our mission is to enable financial institutions transform themselves into providers of this service on a large scale. The additional funding allows us to fulfil this mission.”

Robo advice: what are the gains?

Regulatory changes and the emergence of digital entrants into the wealth management space have affected the industry in several ways. These - along with the business objective of expanding the potential client base through the provision of better and more

Wealth & Asset Management