Managers of Wealth

The struggle between banks and fintechs for customer loyalty is not new

In today's highly competitive financial services market, superb and personalized client communications is a necessity

Technology will unbundle aspects of legal work during the next decade or two

The stakes are high for the bank that operates in more than 70 countries and is under investigation by regulators from the U.S. to Hong Kong.

Literature on its potential impact is quite scarce.

Humans are intimately involved in the tool's functioning.

What’s important to call out is the combo of authentication and aggregation.

The transaction values Avaloq in excess of CHF 1 billion.

The new feature, which lets investors leverage their bets on bitcoin by a factor of three

Emerald also scales in line with need, and a low-friction implementation approach

These are charges for just starting an account

Banks in fact are trying to cope with the upcoming regulations that will impact the financial system

BT Financial Group had previously relied upon multiple legacy systems to undertake administration functions

The hedge-fund manager is banking on computers making him more money then the expensive sad sacks who work for him now.

BNP is at the beginning of a slow rollout.

More than 50% of Nutmeg’s customers are first-time investors.

The group applied for a license late last year and is waiting for approval from the central bank.

The thematic and factor approaches to building indices have their own individual advantages for digital wealth management services.

The new service is for clients with at least $25,000 investments.

Flynt has enough capital to get a banking license.