Managers of Wealth Fintech

Six Charts Showing Tech’s Impact on Wealth Management

It’s also changing how banks, technology companies and brokerages attract and retain customers.

Envestnet | Tamarac Introduces Enhanced Features for Family Office Reporting

Tamarac announces major search engine functionality and Relationship Diagram to improve platform experience for RIAs and family offices

Pictet launches fund to develop 'smart city' technologies

Pictet's new fund will invest in a range of businesses working to improve infrastructure, real estate and public transport.

Schroders-backed robo scores another Asia client

Singapore-based digital adviser We Invest develops platform for Saxo Bank collaboration

UBS closes robo-adviser SmartWealth to new clients

We are pleased, however, to have entered into an agreement to sell the intellectual property relating to UBS SmartWealth

Wealth managers must understand risks from untested FinTechs to reap the rewards

Wealth managers have been partnering with technology firms for years

New distinctions for Profile's FinTech solution

Profile and its solutions are characterised by technological innovation, competitive functionality, compliance to local and international standards

Five tech risks wealth managers can turn into opportunity

Wealth managers need to look at ways of embracing technology rather than viewing it as a threat

OCBC Launches Robo Service

For OCBC, the tie-up is a bid to «democratize» wealth management by offering products to a wider group of potential clients

Robo consolidation on the horizon as more firms enter market

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.

Private Banking: When a Client Asks for Crypto

They are eager to learn about creative investment solutions with guaranteed returns, for instance in real estate or private equity.

IRESS first half revenues up 8pct, wealth and lending lead

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.

Private Banking: What If a Clients Asks for Cryptos

Big banks in general are keeping their distance to the crypto asset class

Wealth management must join the Digital Revolution

By 2030 the generational transfer of wealth is estimated to be worth 4 trillion USD.

12 Tools To Run Your Family Office Like A Silicon Valley Startup

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.

Industrial Bank creates new Hong Kong Private Banking Business with Avaloq Banking Suite

In conjunction with Avaloq’s premium implementation partner Orbium, the Avaloq Banking Suite was implemented in just six months.

BCGE boosts digital strategy with IT investment

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'.

AAA-rated Pictet-Robotics manager ups cash stack

The Pictet-Robotics fund returned 58.6% in US dollar terms over the three years to the end of July 2018.

Standalone robo-advisers struggling to survive

Has the wealth management industry reached peak robo?

Robo, blockchain and predictive analytics – applications in wealth management

FNZ first started in New Zealand in 2004 and is now headquartered in the UK where it is the market leader.

Wealth & Asset Management