Managers of Wealth

UBS targets mass affluent market with new wealth platform

UBS Wealth Management has rolled out a new digital platform targeting a broader pool of UK investors.

Breaching the mobile frontier for structured products

The innovation promises to be a win-win for everyone involved – product providers, individual relationship managers and investment advisers within wealth management firms, and also end-clients.

Alibaba’s Jack Ma ranked No 3 in global tech innovation visionary survey by KPMG

Ma, who founded New York listed Alibaba in 1999, has been leading the way

Tax robots for stealing jobs?

One of the most pressing legal questions, of course, is: how do you define a robot? Does it have to walk and talk, or does an advanced computer count?

Picking on robots won’t deal with job destruction

Robotics already help surgeons perform certain operations better than they can on their own.

IT Risk Management practices – still fit for purpose?

A wave of change is coming that will make this challenge even more complex.

Warren Buffett's advice 'doesn't work anymore,' robo-advisor CEO says

Betterment estimated its tax-loss harvesting service can add 0.77 percent to an average customer's after-tax returns annually.

Robots are wealth creators and taxing them is illogical

Governments can offset lost jobs by investing in education and retraining

This founder left his $4 billion company before the IPO because he had an even better idea

He made his stripes as an early Google employee, joining the search giant in 2003.

Former UBS and SAP Global CIO Oliver Bussmann to head new Swiss blockchain association CVA

Crypto Valley’s mission is to shape an open, free, and prosperous financial services industry of the future.

Fiserv wins 2017 Private Asset Management award for best technology platform

Unified Wealth Platform from Fiserv recognized as best in category for its innovation, robust capabilities, scalability, security and new user experience

Merrill Lynch Wealth Management revamps mobile app

Available on both iPhone and Android devices, the improvements build on capabilities introduced late last year

Bank blockchain choices may come down to IBM vs. Microsoft

On Tuesday morning Microsoft announced it’s part of a new consortium called the Enterprise Ethereum Alliance.

Guernsey to host ‘the first ever’ private equity blockchain deployment

The blockchain is designed to provide real-time information and transparency to the private equity fund managers, their investors, as well as allowing regulatory access when required.

Christie’s taps affluent Chinese market

The partnership will result in not just advertising from Christie’s, but also insight, commentary, analysis and themed round-ups.

Ex-UBS Bankers Target Israeli Millionaires With Wealth Broker

Israel’s high-tech boom is creating a new generation of millionaires after the value of assets sold in 2016 rose to their highest level for four years, according to a report by IVC Research Center and Meitar Liquornik Geva Leshem Tal.

Swiss insurer strikes partnership to back tech startups

The move makes it the latest established financial services company to set up a formal investing initiative for financial technology - known as fintech - as older and larger firms look to increase collaboration with innovative companies in the sector.

UBS Wealth Chief: ‘We Are Embracing FinTech’

By doing so they are offering innovative digital tools for people interested in an alternative way of handling their finances.

Los Angeles hopes Snap’s IPO will seed a tech wealth boom

Unlike the rival San Francisco Bay Area, Los Angeles hasn’t really cashed in on the technology boom. Real-estate agents, money managers and luxury-goods purveyors are hopeful the Snap stock offering will finally produce a wave of local tech milliona