Managers of Wealth

The hybrid model: the future of financial advice

Most analysts agree. Accenture’s report ‘The Rise of Robo Advice’ noted that most robo services, “won’t meet the needs of investors with even moderately complex financial lives.”

Objectway among the top 500 champions that haul the italian economy

The ranking depicts a heterogeneous entrepreneurial situation, but with some common drivers.

Technology is playing a bigger role and advisers need to catch up

Digital technology is now playing a key role in improving customer choice and engagement, particularly among the younger generation who expect to transact in real-time via mobile platforms.

Maitland’s successful journey with RPA speeds up efficiencies

The value to the team has been that fund accountants are now freed up to focus on NAV reviews and the management and resolution of exceptions related to the NAV process.

Envestnet to Acquire PIEtech®, Creator of MoneyGuide Financial Planning Applications

The transaction is expected to close mid-year 2019 and is subject to customary closing conditions

SS&C GlobeOp Hedge Fund Performance Index at 1.24 per cent for February

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.21 per cent in March.

Forbes Insights: Accelerate Business Value with Intelligent Automation

Forbes Insights surveyed over 300 senior executives around the world

Fintech: What’s Real, and What’s Hype

We were absolutely struck by the fact that there was such a dearth of research

Digital wills and offshore estate planning – Ogier partner explores the tech angle

The session will explore the use of electronic wills to make estate planning more convenient and will consider some key questions on their use and validity.

High-net-worth investors not impressed by mobile wealth management apps

Apps are still too text-heavy and difficult to navigate, J.D. Power study finds

Citi joins UBS in setting up Singapore currency trading hub

The planned expansion is expected to inject more liquidity into Singapore's currency market, which recorded US$517 billion in daily average trading volume in 2016 - higher than Hong Kong and Japan

Swiss Fintech Wins Prominent Backers

In November, Amun launched the first exchange traded crypto product, on bitcoin, ether, bitcoin cash, ripple, and litecoin.

Citi Joins UBS in Setting Up Singapore Currency Trading Hub

Citi’s system is also expected to support 13 deliverable emerging-market currencies.

Objectway gets mentioned again by Gartner

Objectway is mentioned as a representative vendor for client-facing mobile apps.

HSBC Bank and SoftBank Robotics America Enhance Beverly Hills Banking Experience

Cross-country expansion kicks off at the Beverly Hills branch, introducing the social, humanoid robot Pepper for an enhanced customer experience in the Los Angeles area

The future of private banking; why digitalisation is key

The next few years will also see the emergence of the baby boomer inheritance mountain, where large amounts of assets will move across generations.

Crypto Without Big Swiss Banks

The number of Swiss banks that offer such crypto services is rising steadily: Falcon Private Bank, Vontobel, Swissquote, Dukascopy, soon Julius Baer – and Bank Frick in Liechtenstein.

SEI expands with BMO into Asia

SEI’s new strategic partnership with BMO Private Bank Asia builds upon an existing 21-year asset management relationship with Bank of Montreal Nesbitt Burns in Canada.

Bank Data Security Breaches: Numbness or Negligence?

High-profile data breaches and leaks continue to happen. Why are banks and organizations still lax in securing their most valuable data?

Avaloq joins the Enterprise Ethereum Alliance

“The EEA offers us access to additional knowhow and ideas to leverage this ground-breaking technology to address specific, enterprise-based use cases in the financial industry, but also in other fields relevant to our clients.

FinTech