Managers of Wealth

Will Algorithms Make Financial Advisers Obsolete?

Financial advice from computers could help private investors make more rational, efficient and profitable decisions.

Wealth managers 'oblivious' to fintech opportunities

When asked about any type of threat, asset and wealth managers were the least concerned of all financial services industry players

Digital wealth manager attracts strategic investment from Allianz

With over 85 million customers worldwide they bring unparalleled global experience which will help to accelerate MoneyFarm’s product proposition globally.

Thailand considering tougher tax collection rules for internet, tech firms

The idea is to seek appropriate solutions for Thailand and it could involve an amendment in some regulations because current laws are outdated and have been used for more than 50 years

SIX Securities Services and Clearstream seek collaboration as European financial landscape becomes more challenging

Rising costs of regulation, pressure to reduce margins and increased competition are all factors in drive to potential partnership between Switzerland’s CSD and the European ICSD Group. Emphasis is on managing costs and creating new services.

The future of digital banking: Rethinking how banks innovate for customers

Banks are at a crossroads today, using an outdated and overloaded architecture to push products and services on increasingly demanding and tech-savvy customers.

Blurring lines between finance and technology, Banks embrace fintech revolution

The obvious question that arises is “How are banks responding and embracing this major paradigm shift?”

Digital Keystone wins Best use of Platform technology at Schroders UK Platform Awards 2016

Digital Keystone’s Adaptive Portal uses leading-edge technologies to integrate disparate data sources

HSBC goes hipster in London fintech hub hunt

If the deal goes ahead, HSBC will join Barclays fintech accelerator in Whitechapel (East London).

Another award for 7IMagine, our innovative financial tool

In an evening ceremony on 20 September for the UK Platform Awards 2016, the team won Leading Integrated Planning Tool Provider.

Technological, Economic and Demographic Shifts Will Transform the Wealth Industry By 2021, Says Roubini ThoughtLab

Fast-moving investment providers are already driving top- and bottom-line growth by going digital.

AI-powered online wealth management platform goes live

Imagine the same AI that enables Amazon, Apple and Google products, such as machine learning, now powering and protecting your diversified portfolio

SS&C GlobeOp Forward Redemption Indicator: September notifications 4.22%

Movements in the Indicator reflect investor confidence in their allocations to hedge funds.

Your pension on your smartphone

The pressure has been healthily turned up on our industry and we now have to step up to the game

FinTech to disrupt wealth management from within, Roubini ThoughtLab

Tremendous global wealth will be unlocked as a result, but investor expectations will also be raised for new advisory and digital solutions that some investment providers are not yet prepared to offer.

Silicon Valley Wealth Manager ICONIQ Invests in T5 Data Centers

Terms of the transaction between ICONIQ and T5 Data Centers were not disclosed.

Rich People More Likely To Use Fitness Apps

comScore drew the line at households whose annual income exceeds $100,000.

CMOs much more likely than CIOs to lead digital transformation

CIOs are more likely sit on the sidelines, because their agendas are already full.

PwC: Wealth Managers Are Too Complacent with Fintech

But a third of wealth and asset managers don’t engage with fintech in any way.

Nucleus wins Platform of the year accolade at 2016 UK Platform Awards

Much as we are delighted to have won our awards, we are also delighted to see Transact acknowledged for the key role they have played in the evolution of the platform market