Managers of Wealth Fintech

Swiss Fintech Pushes Into Asia

Pascal Wengi, has been appointed as managing director APAC, to lead the new Singapore office.

Riding the robo wave to its next stage

And most players are now grappling with what they will do as a result.

Over a quarter of UHNWs targeted by cyber attacks

The attackers make use of publicly available information to improve an attack’s effectiveness – yet the study also revealed 51 per cent of respondents have never audited (or don’t know if they have audited) their publicly available infor

Private Banking In Switzerland: Poised For A FinTech Revolution?

Has The Future Of Banking Already Arrived?

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

Ex-UBS Man Launches Crypto-Based Boutique

Ex-UBS Bankers Launch Wealth Boutique

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

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.

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.

Three Things an Advisor Does That a Robo Can’t

It’s all about relationships and trust.

City National Bank Adopts SEI Wealth Platform

Fully-Integrated Wealth Management Platform Selected to Enable Firm's Digital Transformation

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.

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.

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.

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

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

Wealth & Asset Management