03/09/2017
Wealth management goes digital with Bambu
Bambu provides an innovative, cost-effective, and efficient entry point into the world of investing and wealth management
Wealth & Asset Management
03/08/2017
Breaching the mobile frontier for structured products
The innovation promises to be a win-win for everyone involved – product providers, individual relationship managers and investment advisers within wealth management firms, and also end-clients.
03/07/2017
City Financial teams up with Novia Global for DFM range
The funds will be marketed by Global Wealth Management Solutions which focuses primarily on global intermediaries.
03/06/2017
Warren Buffett's advice 'doesn't work anymore,' robo-advisor CEO says
Betterment estimated its tax-loss harvesting service can add 0.77 percent to an average customer's after-tax returns annually.
03/03/2017
Harrods Bank implements Temenos T24 core banking system
Harrods decided to replace it with FIS’s Profile core banking system.
03/03/2017
JPMorgan wealth management head casts doubt on robo advisers
Mary Erdoes says customers will want human interaction once markets become tougher
03/02/2017
Fiserv wins 2017 Private Asset Management award for best technology platform
Unified Wealth Platform from Fiserv recognized as best in category for its innovation, robust capabilities, scalability, security and new user experience
03/02/2017
Summitas Wins Private Asset Management's 2017 "Best Cyber Security Solution" Award
Similarly, HPM Partners has been consistently ranked among the top wealth managers by PAM, Forbes, Financial Times
03/02/2017
Credit Suisse Asia Pacific partners fintech firm Mesitis to offer aggregation platform
The Swiss private bank is also pushing out in the region a fully front-to-back automated digital client onboarding application.
02/28/2017
Bravura continues to grow
Bravura Solutions recorded a 10% increase in wealth management revenue in the half-year to December 31 2016.
02/28/2017
Ex-UBS Bankers Target Israeli Millionaires With Wealth Broker
Israel’s high-tech boom is creating a new generation of millionaires after the value of assets sold in 2016 rose to their highest level for four years, according to a report by IVC Research Center and Meitar Liquornik Geva Leshem Tal.
02/28/2017
Evli’s digital client experience awarded best in Finland
The award is a result of Evli’s continuous efforts to combine the best digital and traditional service models
02/28/2017
UBS rolls out digital wealth manager
The funds that are being offered are fixed income, yield, balanced, growth and equity.
02/27/2017
UBS Wealth Chief: ‘We Are Embracing FinTech’
By doing so they are offering innovative digital tools for people interested in an alternative way of handling their finances.
02/23/2017
Rapid growth at Moneyfarm matched by strong performance
Moneyfarm has since partnered with global money app Revolut, creating an offer that activated users across both platforms.
02/21/2017
Software asset management maturity in the age of SaaS
The process of software asset management needs adapting
02/21/2017
Rathbones, Brooks and LGT Vestra sign up with tech firm
The news comes after PwC's annual CEO survey warned wealth and fund firms risk be 'swept away' in the technological revolution in financial services.
02/20/2017
The Factors Transforming Client Onboarding in Wealth Management - Part II
Today’s digital technology is a strategic asset to help create an efficient client experience.
02/20/2017
Euclidea goes live with private banking service available to all
Euclidea provides personalised investment management solutions with high quality standards, half the management fees compared to traditional wealth managers and a comparatively low minimum investment of €10,000.
02/20/2017
Euclidea goes live with private banking service available to all
Supervised by the Bank of Italy, in November 2016 Euclidea received authorisation from Consob to operate as Investment Manager.