Managers of Wealth

Fintech regulation to watch in 2020

Attorneys say stakeholders are likely to see increased awareness of fintech issues in the national capital in 2020

Google says it will no longer use 'Double Irish, Dutch sandwich' tax loophole

Technique allowed the tech giant to delay paying US taxes on international earnings for years, and pay a lower tax rate overseas

LEBC enters 'bionic advice' with app launch

Bionic Advice is the concept devised by LEBC Chief Executive, Jack McVitie, who identified the need to provide an affordable service to consumers by combining access to human advisers with technology.

Five Countries Where Crypto Regulation Changed the Most in 2019

“Some countries now consider them legal tender, while many viewing cryptocurrencies as commodities. Governments around the world are keenly aware of the problem that the technology is rapidly outpacing the laws that govern it.”

Wealth Wizards confirms £30 m growth funding round

Based in Leamington Spa in the UK, Wealth Wizards’ end-to-end technology platform allows customers to automate regulated customer journeys

The 2020 Outlook for Financial Services

As we enter the new decade, the need for security, safety, and trust in online transactions is greater than ever before.

Digital partnering is an effective solution not a cop out

‘Firms are struggling against a wave of digitisation in the wealth management arena’

How many light bulbs does it take to change the world?

The habit of innovation had to be invented.

2020: The Year of the Digital Asset

Looking ahead, we believe 2020 will reveal new technologies and applications for digital assets that can lead to meaningful, tangible change across a wide range of industries.

British Airways Trials Robots to Guide Costumers Through the Airport

The cutting-edge robots from tech company BotsAndUs are programmed to interact with passengers in multiple different languages using the latest translation technology to answer thousands of questions, including real-time flight information.

An Obscure Finance Firm Is SoftBank's Next Big Hope

The firm has used some of its cash pile to build technology and buy complementary businesses.

ESG investors are taking on Big Tech

Silicon Valley is being targeted using techniques honed on oil and gas groups

Capgemini Named a Leader in Wealth and Asset Management Services by NelsonHall

“Capgemini has a large and mature wealth and asset management business that is well positioned to grow by offering strong consulting and solutions”

Banks: Compliance people are most afraid of this risk

As a result, the importance of cyber risks as a threat to banks has increased rapidly - just five years ago, the topic did not make it into the top ten threats listed by bank risk managers.

Transforming Client Lifecycle Management with AI-driven WealthTech

Wealth management organisations today face a shifting landscape of opportunities and challenges.

Scalable Capital claims lead in Euro robo race as assets hit €2bn

It comes just 18 months after the UK and German wealth manager surpassed €1 billion in assets under management

Connor Broadley Adopts SEI Wealth Platform

Technology Enables Efficiency and Scale to Support Growth Ambitions

Netwealth losses rise 24% as it ploughs cash into hire spree

Pre-tax losses at Netwealth increased to £5 million to the end of March 2019, up 24% from just over £4 million last year.

The Wealth Management Firm of 2025 Is Preparing Today

One of the facts highlighted from Alberto’s speech is that the expense of servicing clients is generally expected to rise

LV-backed fintech firm Wealth Wizards seeks £30m to fund expansion

Wealth Wizards is working with Wyvern Partners to attract new strategic investors, Sky News understands.

FinTech