Managers of Wealth

Robo-advice using algorithms are replacing financial planners

It’s done by selecting products based on the preferences of people in the same situation, and the same socio-economic group, who chose that particular product.

First robo-advice comparison site launched in UK

It is aimed at firms and advisers looking to launch their own robo-advisory services as well as wealth managers, fintech developers, consultants and private equity firms.

What are your clients thinking? (part 2/6) by Mik Cons, CEO of Sammedia Limited

Last week, I talked about how it is a great time to be an adviser but that as an industry we need to adapt to make things simpler (read it here).

Time for the iPhone moment in Financial Services (Part 1/6) by Mik Cons, CEO of Sammedia Limited

All of which was going to spell the end for the financial adviser.

10 wealth management trends for 2017

Rapid technology developments increases costs for many wealth firms

Investors Aren’t Finding Wealth Managers On Google

Wealth Management struggles with search

The Europe's must attend event for digital wealth and financial innovation

Discover how data and artificial intelligence are used to understand investor behaviour, manage compliance risk and deliver personalised content. Meet the investment managers, digital designers, technology innovators, executives and venture capitalists sh

Guernsey: Innovation Island: Innovating In A Private Client World

Guernsey also introduced the world's first ever system of registered image rights providing people in the spotlight with enhanced protection over the use of their image.

Banks around the world are increasingly relying on AI to drive their business; here’s why

The use of Artificial Intelligence in BFSI is expediting the evolution of this industry.

RBC Wealth Management Boosts Fiduciary Tech Offering

Throughout 2017, the firm plans to offer new tools that can keep advisers focused on fiduciary responsibilities, customized investment strategies, and goals-based planning.

Cornerstone Family Office Selects Private Wealth Systems for Multi-Asset Investment Reporting and Data Management

This move allows us to focus on our core business of providing advice and administrative support to our ultra-high net worth families

Boutique Wealth Creation Firm 33seven Selects FutureVault to Offer Secure Safety Deposit Box to Network of Clients

By being one of the first companies to utilize this technology, 33seven is differentiating itself in the market

Private Wealth Systems Empowers Ultra High-Net-Worth Individuals

Our system empowers wealth owners to take control and engage their advisors in a way that was not possible just a few years ago.

Wealth Access Experiencing Strong Growth, Rapid Adoption in Wealth Management Industry

Wealth Access innovative platform has been recognized with multi-awards in 2016.

Library of banking villainy predicts rogues

Rogue traders can cost banks millions in fines

EU watchdog tells FS firms to focus on blockchain security risks

A World Economic Forum report reveals that over one billion euros are invested in blockchain technology startups.

Seeking Unicorns: Indian Billionaire Kapoor Introduces Yes Fintech Accelerator

Yes Fintech Accelerator aims to help Yes Bank co-create disruptive innovations in the financial inclusion

John Paulson Cub Sees “Hundreds of Billions” In Tech Industry Consolidation And Potential Apple Purchase Of Disney

Margate Capital officially began trading on 1 August 2016

Robo Advice: Threat or Opportunity for Hybrid Advisers?

If you stick your head in the ground and ignore the potential that technology can have on your business then you’re probably right

Canada's Royal Bank boosts focus on AI with new research lab

A type of machine learning that uses reward and punishment.

FinTech