03/09/2017
The app provides clients with a comprehensive view of their investment portfolios and returns, while putting them into easy and swift contact with their personal investment advisers if they choose.
03/09/2017
Bambu provides an innovative, cost-effective, and efficient entry point into the world of investing and wealth management
03/08/2017
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
The funds will be marketed by Global Wealth Management Solutions which focuses primarily on global intermediaries.
03/06/2017
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 decided to replace it with FIS’s Profile core banking system.
03/03/2017
Mary Erdoes says customers will want human interaction once markets become tougher
03/02/2017
Unified Wealth Platform from Fiserv recognized as best in category for its innovation, robust capabilities, scalability, security and new user experience
03/02/2017
Similarly, HPM Partners has been consistently ranked among the top wealth managers by PAM, Forbes, Financial Times
03/02/2017
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 Solutions recorded a 10% increase in wealth management revenue in the half-year to December 31 2016.
02/28/2017
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
The award is a result of Evli’s continuous efforts to combine the best digital and traditional service models
02/28/2017
The funds that are being offered are fixed income, yield, balanced, growth and equity.
02/27/2017
By doing so they are offering innovative digital tools for people interested in an alternative way of handling their finances.
02/23/2017
Moneyfarm has since partnered with global money app Revolut, creating an offer that activated users across both platforms.
02/21/2017
The process of software asset management needs adapting
02/21/2017
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
Today’s digital technology is a strategic asset to help create an efficient client experience.
02/20/2017
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.