Managers of Wealth

Chatbots: Convenience vs Risks

Banks have little choice but to rely on popular applications, because they help attract customers already familiar with their use.

Touchstone steers expansion course in Asia for its NavOne wealth management software

The expansion comes as rationalisation takes place in the global trustee market

Blackrock's Aladdin Adds Artificial Intelligence to Wealth Management

Aladdin’s stunning success is compelling evidence of Blackrock’s clear leadership in using AI and big data in the service of wealth management.

Avaloq highlighted in Aite report for exemplary delivery of digital advisory solution

The impact note from Aite looks at the new generation of wealth management solutions and the impact that demand for digital advisory is having on the core infrastructure systems.

Fidelity Starts Crypto Business to Serve Wall Street Clients

Fidelity Digital Assets will offer security and storage services, trade execution and customer service for digital assets.

IMF and World Bank unveil Fintech Agenda

Fintech could transform the financial markets through which monetary policy actions are transmitted

Crypto-asset markets: Potential channels for future financial stability implications

The FSB’s report includes an assessment of the primary risks present in crypto-assets and their markets, such as low liquidity, the use of leverage, market risks from volatility, and operational risks.

PwC eyes blockchain opportunities and risks

The past spring, PwC debuted a Blockchain Validation Solution to help authenticate transactions for clients.

The fear of the blank screen by David Veal, corfinancial

The cause of this alarm is the harmless practice known as ‘exception management’.

HSBC Global Private Banking Partners with iCapital Network to Enhance Alternatives Offering for High Net Worth Clients

The partnership is part of Global Private Banking’s initiative to enhance investment management capabilities and expand its product offering for high-net-worth clients.

HSBC Global Private Banking Partners with iCapital

“Our partnership with iCapital provides our clients with the platform and technology to access a broader product suite and seamlessly integrate alternatives into their investment allocations.”

Common Reporting Standard and Internet of things may Increase Cyber risk to Family Offices

This information is sent by family offices and stored at financial firms and also communicated and shared with tax authorities—thereby creating additional points for unauthorised access.

BNY Mellon introduces chatbot Selina to handle institutional clients’ trading queries

The bank is committed to streamlining operations and improving services as part of its fintech push, says Sammi Cho, chief executive of the Hong Kong branch

Crypto firm wins Finma asset manager licence

The firm received its first Finma go-ahead in June when it became the first company of its kind to receive a distribution licence.

Bank of America and Merrill Lynch Move Closer to Banking-Wealth Management Synergy for Clients

The app now also lets clients log in using biometric authentication, such as fingerprints and facial identification, according to the press release.

Wealth tech firm gets new owners

FNZ is now the European market leader with a broad service offering.

BITA Risk and First Rate Partner to Offer Integrated Wealth Management Solution

“We believe that it will be a step change to be able to bring the opportunity of full GIPS compliant performance analysis to our clients,” said Daryl Roxburgh, Global Head of BITA Risk.

Singapore's first robo-advisor unveils next level in customer experience

CONNECT by Crossbridge has also optimised its existing user interface based on extensive user testing and analysis to provide an enhanced wealth management experience.

High Net Worth New York Property Tied to Blockchain

The high net worth property contains twelve units measuring 1,700 feet with a current appraisal of $ 30 million.

‘Call out crypto demagogues and cynics’

Mr Green concluded: “There is already a huge and continually growing appetite for cryptocurrencies and blockchain."

FinTech