Managers of Wealth Fintech

Morgan Stanley robo adviser? A future redefined

The project is led by Naureen Hassan, who joined the wirehouse from Charles Schwab, where she was critical in that firm’s development of its robo adviser platform.

Sycomore Asset Management selects Axioma for risk management

Sycomore will deploy Axioma Risk, the company’s enterprise-wide risk management solution.

Superior services in wealth management begin with security

“Follow the money” is an old adage but one that cyber criminals take to heart still, as they target some of the world’s wealthiest private banking clients.

Objectway Conference: Do or die in wealth management’s digital drive

Schramme too was keen to emphasise the importance of digital for wealth managers in “building a “sticky relationship” with their customers. “How do you differentiate in an increasingly commoditised business?” he asks.

Addepar's strategy: Focus on HNW, arm advisers with digital tools

Focusing on the high net worth segment has proven its worth

Who owns the customer in a digital world? (Part 5/6) Mik Cons, CEO of Sammedia Limited

Lets have a look at how super-brands in other industries have changed the game.

Pershing CEO Named One of "The 50 Most Influential Women in Private Wealth"

The selection, which acknowledges women who are positively impacting the private wealth management industry, was announced in PAM's June 2016 issue.

WisdomTree takes a stake in digital wealth-management platform AdvisorEngine

There is a trend here: ETF providers are joining up with digital-advice platforms, thereby finding a shelf to distribute their products and strategies.

Fintech disruption in insurance and wealth management in vogue

The platform is developed together with two well-known financial players: BNY Mellon's unit Pershing, and private bank Julius Baer.

Avaloq in Private Equity Hands?

The Avaloq owner outlined his strategic plans to build the business process outsourcing (BPO) business into a key revenue contributor for the firm

Envestnet Yodlee Strikes Partnership With Morgan Stanley

Envestnet Yodlee will now provide Morgan Stanley advisors with data aggregation and reconciliation technology.

Lombard Risk expands Sales and Product team in Asia Pacific to support regional growth

New opportunities are opening up to us as financial services firms grow and look to new markets.

FNZ to build new BPO centre for Kleinwort Benson, SG Hambros and Société Générale’s private banking business

Kleinwort Benson is currently using the T24 core banking system provided by Temenos.

Nutmeg raises £30m and forms key Asian strategic alliance

The fundraising comes after the digital wealth manager recently published its full-year results, which showed losses had widened to £9 million.

Robo Advisors: Here's how to craft the optimal customer journey

The exhaustive report provides comprehensive answers and data on how to optimize the individual onboarding stages and details five best practices for each stage.

Automation will play only supporting role in wealth management for some time

Wealth managers know they cannot ignore increasing automation in their sector, but their jobs are safe from robots for the time being

Schroders takes stake in technology provider

Schroders and Benchmark did not disclose how big the stake is or how much was paid to obtain it.

Will Bitcoin Become the new "Swiss Bank Account"?

This may lead some Americans to seek alternative ways to store value in a secure, private manner - and Bitcoin may be one ready solution.

Vermilion selected for private client reporting at Redmayne-Bentley

It also enables Redmayne-Bentley to comply with client reporting requirements under MiFID II.

Broadridge Expands its Wealth Management Capabilities Through Acquisition

Enhanced ability to help broker-dealers and wealth management firms with advisor support and transition to DOL Fiduciary Standards

Wealth & Asset Management