Managers of Wealth

Why UBS is Bullish on Blockchain, but Not Cryptocurrency

They believe blockchain technology could add up to $400 billion on global economic value every year by 2027.

Standard Chartered Hong Kong Sets Up Entity for Its Virtual Bank

Standard Chartered Bank in Hong Kong has set up an entity for its virtual bank

UBS mass market push ends with robo-advisor sale

The Swiss bank was ‘out of its comfort zone’ with the Smartwealth launch.

Cryptocurrency Investment Funds Now Handle $7.1 Billion in Assets Management

Hedge funds largely dominate the universe of over 400 cryptocurrency investment funds currently.

Schroders-backed robo scores another Asia client

Singapore-based digital adviser We Invest develops platform for Saxo Bank collaboration

UBS closes robo-adviser SmartWealth to new clients

We are pleased, however, to have entered into an agreement to sell the intellectual property relating to UBS SmartWealth

New distinctions for Profile's FinTech solution

Profile and its solutions are characterised by technological innovation, competitive functionality, compliance to local and international standards

Innovation in Wealth Management

Banks have brought about new features in their portals that enable customers to analyze their risk profile online

Major Financial Institution Acquires Cryptocurrency Software Firm

EY is one of many major financial firms looking into cryptocurrency investments and services.

OCBC Launches Robo Service

For OCBC, the tie-up is a bid to «democratize» wealth management by offering products to a wider group of potential clients

DeVere launches new investment app

DeVere Core is the latest push into fintech for Green’s organisation, which has launched a series of groundbreaking app-based financial vehicles over the last year, including deVere Vault, deVere Crypto and deVere Investment.

Robo consolidation on the horizon as more firms enter market

Paolo Galvani, chairman of Moneyfarm, which has assets under management of about £400m, said he was "surprised" at the number of robo-advisers which are still coming to market.

IRESS first half revenues up 8pct, wealth and lending lead

IRESS chief executive Andrew Walsh said: “IRESS’ first half 2018 financial result illustrates our commitment to driving top-line growth and visible operating leverage across the group.

Five tech risks wealth managers can turn into opportunity

Wealth managers need to look at ways of embracing technology rather than viewing it as a threat

Private Banking: What If a Clients Asks for Cryptos

Big banks in general are keeping their distance to the crypto asset class

Fiserv Upgrades UMA

New features include dashboard alerts, flexible reporting views and a single sign-on to all Fiserv tools.

Link Asset Services investment boosts Dublin start-up Leveris

The start-up has built a software system for banks to offer retail and lending services online.

12 Tools To Run Your Family Office Like A Silicon Valley Startup

As the sheer speed of change today in virtually every business and communications sphere nears the social equivalent of light-speed, many older family offices have had difficulty keeping their services relevant.

Growth in the Machine

How financial services can move intelligent automation from a cost play to a growth strategy

Digitising financial services still in early stages

This is important in the sense that acquiring clients has become more challenging and costly as competition increases.