Managers of Wealth

Paris AM opens sister company in Geneva

The company’s CIO, Romain Decorps, said: ‘Many investors are interested in blockchain, but it is hard to find firms they trust and that are properly regulated.’

Red Deer selected by Close Brothers Asset Management to support MiFID II processes

This approach has the added advantage of preventing inducement across the firm.

Digital wealth manager Moneyfarm raises £40 million

Moneyfarm uses a blend of algorithmic-based investment advice backed by a team of consultants to reassure its customer base of 27,000 active retail investors and discuss portfolio performance.

Mathias Helleu: «The Average Age of Our Customers Is Under 30»

8 Securities and Nomura Asset Management will launch new digital wealth management services

New Wealth Seeks Partnerships With Established Institutions

Besides these products, New Wealth is seeking partnership via its Experience Lab with robo-advisor startups and established financial institutions to jointly create new digital wealth solutions.

Schroders launches MoneyLens to engage with millennials

The website will be edited by Vicki Owen, previously a journalist at the Mail on Sunday, and will publish articles written by millennials across all parts of the business at Schroders.

Virtual reality in wealth management? It's happening

VR and its cousin, augmented reality, are just two of the latest gaming technologies seeping into wealth management.

Norway's Central Bank Mulls Digital Currency as Cash Use Declines

Already, the country's DNB bank has stopped handling cash, with Trond Bentestuen, group executive vice president of wealth management and insurance at the bank, telling local media as far back as 2016

Julius Baer goes live with Temenos WealthSuite in Asia

The bank focuses on providing high-end services and in-depth advice to clients around the world.

A London fintech unicorn is betting that more crypto is better crypto

Revolut says 20% of its 1.95 million customers have unlocked the crypto feature so far, and it expects more will do so thanks to the virtual tokens it’s adding.

Avaloq onboards Deutsche Bank Luxembourg

Over 150 customers and wealth managers manage 4 trillion US dollars in assets with Avaloq, helping everyone from the ultra-high net worth investor to the average saver.

Pershing Advisor Solutions Selected as Custodial Partner by Newly Launched Wealth Management firm

Pershing Advisor Solutions has powered Dakota advisors transition to the new firm platform.

Fidelity Introduces Cora, a VR Financial Agent

VR is not just for video games. Built from scratch, Fidelity collaborated with Amazon to develop its virtual reality financial agent, Cora.

National IFA group responds to FCA review of Robo Advice

This enables the human adviser to evaluate the consumer’s experience and understanding of the investment risks and to garner the ‘soft facts’ which may also bear influence on the advice given.

Legal brief: What you need to know about ICOs

The government-supported Crypto Valley Association is now aiming to take full advantage of Switzerland’s strengths to build the world’s best blockchain ecosystem.

Robot at $390 Billion Nordea Wealth Unit Has Big Plans

Nordea wants to use Nora to help expand that figure to about 2 million people in the next 2-3 years.

Technology Firms Will Be Regulated Like Banks in Future

It’s not good for us and, according to Pew Research, is responsible for more and more suicides, particularly amongst the young.

The innovation wave for banks by Profile Software

Latest technology and methodologies are utilised in its digital banking offering with a number of successful implementations around the world.

SS&C Vision FI awarded Best Client Communications Solution

The WealthBriefing awards showcase ‘best of breed’ providers that have clearly demonstrated innovation and excellence in the global private banking, wealth management and advisor communities.

The World’s Second-Largest Maker of Bitcoin Mining Rigs Seeks $1 Billion Crypto IPO

A top China Securities Regulatory Commission official visited the company’s headquarters last month and ‘welcomed’ them to list domestically.

FinTech