Managers of Wealth

4 steps for marketing in the digital world

Clients are online, whether it is creating a Pinterest board for a new outfit.

UBS issues siloed platform warning

UBS Fin Tech boss Gary Chu warns banks of the dangers of going it alone when developing new blockchain-based platform projects.

“The UK doesn’t understand investment, it’s scary”

Despite robo-advice only just emerging in the UK, Cunningham explored how “the robo phenomenon is more mature in the US”

The Central Bankers’ Bold New Idea: Print Bitcoins

Bank of England economists advocate central banks issue their own digital currency

Finding innovation in fee-based and digital trends

The advisory industry has been moving from commission-based sales to fee-based and fee-only advice, and the pace is accelerating.

Ex-Credit Suisse Bankers Launch Roboadvisor with Sex Appeal

The firm will launch in coming weeks in Germany, as well as in Switzerland at a later date.

Westpac Puts Robots On Trial In Digital Banking Platform

As consumers do more of their banking digitally, especially on smartphones, the bank's general manager of consumer digital, Travis Tyler, said it was looking at using "bots" to respond to customers with simple questions.

How Digital Challengers Are Redefining Luxury

Today, the laws of luxury are in flux.

The fintech future

Rapidly evolving technology is revolutionising personal finance by bringing cheaper and quicker deals

UK robot cars to compete Google

Many of the prominent work on self-driving vehicles has come out of the United States

International financial services group selects OLYMPIC Banking System

With operations in multiple locations, and a proven and demanding growth strategy, the group is looking to equip itself with the best processing capabilities so as to ensure best-in-class provision of services to its client base.

Client Reporting Specialist Vermilion Voted #1 in Waters Rankings

The last six months have borne some important product enhancements for Vermilion

How can asset managers use wealthtech to prepare for fintech challenges ahead?

Many investment managers believe that the good times will not continue.

Investors increasingly embracing opportunities in tech sector, says expert

Private equity and sovereign wealth funds are increasingly looking for investment opportunities in the technology market, an expert has said.

Client Reporting Specialist Vermilion Voted #1

Vermilion sells primarily to asset managers, wealth managers, hedge funds and asset servicing firms. The software firm has over 60 successful implementations on four continents under its belt.

Custody Market's Evolution Leaving Private Wealth Managers Behind

To be sure, technology adoption has introduced several benefits for custody providers.

Morgan Stanley : Robo-Advisors, A Threat to Wealth Management

Millennials and Generation-X will be more inclined towards the lower cost algorithm-based advice

How Data Visualization Will Change Wealth Management

Industry firms are not only looking to pull reports from data, but to use data to make more informed investment and business decisions.

An Insider’s View On Digital Banking’s Growth

Traditional financial institutions have certain advantages over their new, and often much smaller, digital counterparts.

Robo-Adviser Betterment Hits the $5 Billion Mark

The pioneer of automated investing is still a small player in the multitrillion-dollar wealth management industry but has seen substantial growth since it was founded in 2008.

FinTech