07/24/2020

WealthTech Talks: Unique technology or unique value proposition

The arrival of the digital wealth management movement over the last decade, technology-delivered and, (until more recently) without the option for any form of human relationship, ushered in a change to the way the wealth management model was sold to clien

07/23/2020

Bowmore rebrand offers DFM and financial planning

As Mr Incledon explains, a huge amount of what goes into a financial planning process is determining a client’s level of risk and making sure anything recommended is appropriate and suitable.

07/23/2020

Private Markets: The New Herd Mentality?

Wealth managers are moving aggressively into the estimated $6.5 trillion market: Julius Baer recently poached UBS veteran Giuseppe De Filippo, as finews.com reported.

07/23/2020

UBP partners with AI firm and launches fund

This is why UBP has signed an exclusive partnership with QuantCube; its unique mix of fintech, data science and investment experience will allow us to develop innovative solutions for investors.’