Managers of Wealth

Moneyhub teams up with wealth management solutions provider

To improve advisers’ ability to help their clients identify and monitor progress against their goals

BIS: 24 Central Banks to Have Digital Currencies by 2030

The survey was conducted from October to December 2022 and covered 86 central banks worldwide.

ETH spin-off launches downside protection ETP range

Adaptivv's risk management technology is used by clients including pension funds but it had not launched its own investment products before now.

Automation in Manufacturing: How Cloud Technology is Transforming Industries

Cloud technology may not be as new and exciting as machine learning algorithms and AI tools, but without a reliable cloud-based communication network, these systems would be limited to segregated use.

Four business benefits of generative AI in wealth management

GPTs can help wealth managers navigate complex regulations

How wealth managers can revolutionise decision-making with technology

There are countless other popular theories used during decision-making processes, but central to all of these is data.

Generative AI – an opportunity for active asset managers

This was a wake-up call as consensus had implied that its stock was significantly overvalued, which proved wrong in hindsight.

UnionBank of the Philippines selects Avaloq to Transform its Wealth Management Platform

The Avaloq platform will play a crucial role in UnionBank's ongoing transformation, offering scalability and international expansion capabilities to its wealth management business.

Wealth managers need to get with the tech programme

Online platforms and AI are among the digital tools that can satisfy clients’ demands for real-time, customer-centric services

Need for educated financial decision-making as DWP launches Midlife MOT

It is a reminder to everyone that it is worth taking stock of these things well before retirement is on the horizon in order to make important decisions – like when to retire, how much to save and whether to pay down the mortgage.

TISE & Shieldpay announce strategic partnership to transform private market transactions

Through this partnership, more businesses will have the opportunity to benefit from the efficiency and cost-effectiveness the integrated platform offers

Smart wealth is doing pioneering work

This advance offers investors a new level of security, transparency and accessibility.

Schroders announces blockchain digital asset project with Singapore's monetary authority

Schroders says MAS's Project Guardian aims to support global efforts in testing the feasibility of tokenised assets while “managing risks to financial stability and integrity”.

US asset managers apply to SEC for bitcoin ETFs

The SEC maintains that digital assets should be treated the same way as conventional securities and subject to the same rules.

Demystifying the Technology Transformation Gap in Wealth Management

He offered delegates at the Hubbis Independent Wealth Management Forum his views on these questions.

Should asset managers be afraid of artificial intelligence?

The whole thing has become a joyful cacophony, alternating between utopian dreams and more or less orchestrated catastrophic gloom.

Colbr taps Powens for real-time wealth management

Colbr users will now benefit from an intuitive interface, making it a valuable tool among high-income Millennials.

Investment app Plum expands offering

In addition, Plum is introducing ‘Price Alerts’, which will allow customers to set target prices on stocks.

Unblu and Objectway partner to enhance digital customer experience for wealth firms

The partnership focuses on two initial cases for client interaction management: ongoing relationship management and the help desk.

Backbase acquires digital wealth platform Nucoro

Amsterdam-based Backbase, which raised €120m last year, now has a London office and digital wealth offering.

FinTech