Managers of Wealth

Profile Software launches next Leasing solution

In particular, the Leasing Management module ensures end to end automation from the Origination, through the activation of Lease and up to the Debt Collection and Recovery operations.

The keys to connecting with tech-savvy investors

Find out tips for creating relevant information on-demand, communicating via multiple channels and providing greater transparency in the financial planning process.

Seven new start-ups join MonacoTech

SKYdeals allows travellers to take advantage of private sales during their flight using their smartphone.

RegTech incubator Codify adds five new fintechs to its programme

Codify, which launched last April, provides participants business resources and development opportunities, including office space, mentors, access to a network of partners and customers

J.P. Morgan Launches Enhanced Digital Target Date Compass Program

An Industry-Leading Program to Evaluate and Select Target Date Funds Gets Even Better

Artivest and RBC Wealth Management launch alternatives platform for HNW

The platform also provides a streamlined process to complete the investment subscription process making it easier to bring alternatives into investors' portfolios.

Basler Kantonalbank partners with Vontobel on digital distribution

Over 60 banks and 500 asset managers with more than 4,000 users in total currently use this real-time platform to create tailor-made bespoke investment solutions.

Bitcoin cash and EOS added to deVere Crypto

The news comes as deVere release the findings of a new international poll in which it is revealed that 35 per cent of high net worth individuals are now already invested in or will make investments in cryptocurrencies before the end of 2018.

Paris AM opens sister company in Geneva

The company’s CIO, Romain Decorps, said: ‘Many investors are interested in blockchain, but it is hard to find firms they trust and that are properly regulated.’

Red Deer selected by Close Brothers Asset Management to support MiFID II processes

This approach has the added advantage of preventing inducement across the firm.

Digital wealth manager Moneyfarm raises £40 million

Moneyfarm uses a blend of algorithmic-based investment advice backed by a team of consultants to reassure its customer base of 27,000 active retail investors and discuss portfolio performance.

Mathias Helleu: «The Average Age of Our Customers Is Under 30»

8 Securities and Nomura Asset Management will launch new digital wealth management services

New Wealth Seeks Partnerships With Established Institutions

Besides these products, New Wealth is seeking partnership via its Experience Lab with robo-advisor startups and established financial institutions to jointly create new digital wealth solutions.

Schroders launches MoneyLens to engage with millennials

The website will be edited by Vicki Owen, previously a journalist at the Mail on Sunday, and will publish articles written by millennials across all parts of the business at Schroders.

Virtual reality in wealth management? It's happening

VR and its cousin, augmented reality, are just two of the latest gaming technologies seeping into wealth management.

Norway's Central Bank Mulls Digital Currency as Cash Use Declines

Already, the country's DNB bank has stopped handling cash, with Trond Bentestuen, group executive vice president of wealth management and insurance at the bank, telling local media as far back as 2016

Julius Baer goes live with Temenos WealthSuite in Asia

The bank focuses on providing high-end services and in-depth advice to clients around the world.

A London fintech unicorn is betting that more crypto is better crypto

Revolut says 20% of its 1.95 million customers have unlocked the crypto feature so far, and it expects more will do so thanks to the virtual tokens it’s adding.

Avaloq onboards Deutsche Bank Luxembourg

Over 150 customers and wealth managers manage 4 trillion US dollars in assets with Avaloq, helping everyone from the ultra-high net worth investor to the average saver.

Pershing Advisor Solutions Selected as Custodial Partner by Newly Launched Wealth Management firm

Pershing Advisor Solutions has powered Dakota advisors transition to the new firm platform.

FinTech