Managers of Wealth Fintech

$1bn Canadian robo giant set for September UK launch

Our mission is to make smart financial services accessible to everyone in the world.

Old Mutual Wealth replaces consultants on replatforming project

Around 20 Accenture staff worked on Old Mutual’s replatforming, but have been sent home after IFDS was kicked off the project.

Investec's digital boss on why robo launch took two years

‘Investec is all about service. What we didn’t want to do was dilute that approach.

Australian high-net worth investors and family offices support growing local fintech

The financing has been completed via a special purpose bankruptcy remote structure with Perpetual as the trustee.

Ketan Samani: «More Than 90 Pct of Fintechs Perish»

Speed remains an important factor in the innovation process, but this year we will probably progress a little more slowly.

Shariah compliant Robo Advisor ‘Algebra’ to pilot in Asia before going global

A robo-advisor is an online wealth management service that provides automated, algorithm-based portfolio management advice without the use of human financial planners.

Aité Group Ranks NexJ's Wealth Management CRM as Top for Functionality and Technology

Many of these trends tie into the increase Aité Group sees in companies replacing existing CRM, evaluating new systems, or expanding their system's functional capabilities.

BlackRock takes Scalable Capital stake in Europe 'robo-advisor' push

Technology is not just a competitive advantage but a requirement for wealth management businesses to be successful in the future.

Tech-Savvy Advisors Are Outperforming Their Peers

The latest Fidelity data show these "eAdvisors" have higher AUM and more HNW clients.

Vanguard rides robo-advice wave to $65B in assets

Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch

How robo-advice is evolving across the world

Mr Sullivan said: "The wealth industry has tended to be a slower adopter of technology but we have started to see this evolve."

Looking to Attract Younger, High-Net-Worth Clients? Focus on Authenticity and Transparency

The paper examines the demographic and psychological factors driving decision-making among Gen X, Gen Y and Gen Z clients—with a focus on investors with $5-25 million in investable assets.

Jeff Bezos Wants Your Help Giving His Money Away

Bezos has in the past donated to cancer research and education issues

UBS in Hong Kong Tech Move

The aim of Hong Kong X is to provide a platform for engagement, networking and knowledge sharing amongst the business community, and the tech start-up ecosystem.

Pershing Launches Its Integrated Wealth Experience

Innovating with Chatbots and Digital Assistants to Augment a Firm's Capabilities

Avaloq completes transaction with Warburg Pincus to accelerate growth

Under the partnership announced on 22 March 2017

Macquarie shuts down direct robo-advice service

The announcement comes after founder and chief investment officer of OwnerAdvisory John O’Connell passed away last week.

Robots aren't coming – they're already here

Robotics and AI are presenting technologists with an opportunity to have a Steve Jobs moment.

Race to harness AI dominates as digital tidal wave washes over fund management

"Adapt or die" sentiment dominates fund management talks on digital

Aegon in talks with FNZ about £40bn Cofunds institutional assets

L&G's financial reports show Cofunds had £40.3 billion of institutional assets at 30 June 2016, just ahead of the sale of the platform.

Wealth & Asset Management