11/10/2017
Digital banking: the opportunity for wealth managers
WealthSuite from Temenos provides the full stack of wealth manager capabilities, including a robo-adviser solution that can cater for different models
Wealth & Asset Management
11/10/2017
Ex-UBS Man Launches Crypto-Based Boutique
Ex-UBS Bankers Launch Wealth Boutique
11/09/2017
Coutts claims Facebook is financial adviser of the future
Analysis from IRN Consultants highlighted recent research which showed each new robo-advice customer signed up is losing the company £162.50 on average
11/09/2017
ABN Amro to debut digital wealth management business in Germany
The new endeavour, dubbed Prospery, was unveiled as the bank presented its Q3 financial results.
11/09/2017
Wealth management uncertainty as digital revolution bites
Digital management needs a more integrated approach and it was also suggested that the near future would see digital banks being launched within traditional and private banks.
11/09/2017
Three Things an Advisor Does That a Robo Can’t
It’s all about relationships and trust.
11/09/2017
City National Bank Adopts SEI Wealth Platform
Fully-Integrated Wealth Management Platform Selected to Enable Firm's Digital Transformation
11/08/2017
In the age of digitalization, what will become of the traditional Private Banking model?
Private Banking is deeply rooted in tradition where customer service is based on highly personalized relationships between the banker and the client.
11/08/2017
Wealth management fintech firm opens first international office
Private wealth management growth in MENA is expected to outpace the rest of the world over the next 5 years.
11/08/2017
Bank of America Merrill Lynch brings AI solution to Asia
It was developed by fintech company High Radius and is geared towards companies with complex supply chains, where receivables can be complicated to track.
11/08/2017
Credit Suisse robotics manager: why we don't plan to grow beyond $1.5 billion
The fund manager added that the investible universe of his strategy is quite a bit smaller than the peer group
11/07/2017
BNY Mellon's Pershing Expands Its Suite of Philanthropic Solutions
The addition of RenPSG will provide Pershing clients with access to a broader menu of philanthropic solutions, including new services such as a branded website program and administration for charitable trusts, helping them better serve the fast-growing ch
11/06/2017
Wealth Manager Launches Service to Compete with Robo-Advisers
Wells Fargo Advisors is launching a new service that mixes computer-based advice with a human touch and institutional research.
11/02/2017
RYSE Asset Management Launches Investment Platform For HNW Clients
The platform is tailored for high net worth clients, family offices and institutions. It will seek to facilitate investments into early-stage companies pursuing disruptive technologies across a number of sectors.
10/31/2017
Warwyck Private Bank Mauritius chooses the OLYMPIC Banking System
The implementation project for the OLYMPIC Banking System has already started.
10/30/2017
ING Unveils New Branch Concept That “Feels Like Home”
The Client House Has A Community Wall, Where Local News And Events Can Be Announced
10/30/2017
Concierge service orders £40m share sale
It has more than 45 corporate clients from private banks to premium payment card companies.
10/29/2017
Confideal announces cooperation with wealth management platform
Confideal will help WealthMan increase security and reduce the costs of operations with commodities and assets by implementing smart contract templates into their platform.
10/27/2017
GPS robo-adviser launches
Technology is a big part of our business
10/27/2017
Regions Bank Goes Live on SEI Wealth Platform
Enhanced Unified Solution Provides End-Clients Superior Holistic Wealth Management Experience