Managers of Wealth

Merrill Lynch Introduces New Mobile App Features That Make It Easier to Manage Finances

Active users of Merrill Lynch’s mobile platform have grown by 20 percent over the last year.

LatAm HNWIs lead demand for hybrid and Big Tech WM

Over half of North American HNWIs (55.2%) considered it a highly important service, but these figures dropped below 50% when it came to HNWIs in Europe and Japan.

Zurich WM platform grows team amid Swiss expansion

For WealthArc, Fornaro's addition signifies the beginning of its Swiss expansion.

Ex-Barclays Wealth chief’s insight tool courting investors

International Adviser understands the start up, which went live in February, is in talks with strategic investors about taking a stake in the tool.

Wealth Dynamix Ranks 5th Fastest Growing Fintech Firm in Europe

The FT 1000 lists the companies in 31 European countries that have achieved the highest compound annual growth rate in revenue. Technology remains the best represented sector, contributing 155 companies to the list.

All You Need to Know About the Future of Blockchain Wealth Management

The wealth management industry needs to ensure it stays ahead of the changes to remain competitive.

SS&C GlobeOp Forward Redemption Indicator

Investors may, and sometimes do, cancel redemption notices. In addition, the establishment and enforcement of redemption notices may vary from fund to fund.

ShapeShift aims to reinvent Swiss banking privacy

It also allows ShapeShift to operate without a banking license as a self-regulated organisation (SRO) in Switzerland

Russia’s 2 largest banks to test crypto portfolios, starting with Top 6 cryptocurrencies

“The shares are liquid and a client can send them for fiat currencies any time,” Prokofyev said.

Mark Zuckerberg's wealth soars as Facebook shares rocket

Facebook co-founder Mark Zuckerberg is poised to leapfrog Warren Buffett to become the world's third-richest person.

Capgemini Nabs London Studio As Buying Spree Rolls On

“Adaptive Lab’s track record of working with marquee clients on high stakes projects is impressive and totally complementary to our digital services portfolio.”

Robo Advice and beyond. What are the gains?

Axia Robo Advisor with its cutting-edge technology achieves a unique user experience, delivering a complete offering of omni-channel wealth management services, adding significant value to their operations.

AI a “game changer” for wealth managers

Fifty-four per cent of respondents said AI would be essential for them to succeed and to offer personalised guidance, and 67 per cent of HNWI believed their wealth manager should adopt some level of AI.

Robo advice: what are the gains?

Regulatory changes and the emergence of digital entrants into the wealth management space have affected the industry in several ways. These - along with the business objective of expanding the potential client base through the provision of better and more

FinTech