12/13/2017
Chilton Trust Company selects digital wealth platform
Allows Chilton Trust’s clients to benefit from a highly personalized and intuitive digital experience.
12/13/2017
November performance -0.40%; Capital Movement Index: December net flows decline 0.18%
12/11/2017
Clade: 24/7 Think-Tank for Ultra-Rich
It isn’t easy to get hold of Jonathan Lipton these days.
12/10/2017
Danske Bank's Wealth Management Robot Now Has 11,500 Clients
Customers encountering June for the first time are asked how much they want to invest (the limit is 1 million kroner, or about $160,000 per person).
12/10/2017
Swiss Banks Encouraged By Bitcoin Futures
Vontobel customers offer mixed opinions about the futures contracts, said Heiko Geiger, executive director of the Frankfurt-based bank.
12/10/2017
Enhancing the Role of Insurance in Cyber Risk Management
This report provides an overview of the financial impact of cyber incidents, the coverage of cyber risk available in the insurance market, the challenges to market development and initiatives to address those challenges.
12/08/2017
Bitcoin remains a major gamble as it is very much an ‘unchartered waters’ asset – we’ve simply not experienced this before.
12/06/2017
Multrees is partnering with the University of Surrey’s Centre for the Digital Economy to solve everyday problems for clients in the wealth management sector.
12/05/2017
The alpine nation has advanced as a cryptocurrencies, working hard to attract players from the industry.
12/04/2017
Money is moving. Unprecedented global uncertainty coupled with the increasingly international nature of high net worth individuals themselves mean that the world’s wealth is constantly shifting.
12/04/2017
AI is poised to change and dominate the financial markets despite the industry’s reservations and fears.
12/04/2017
Swiss banking giant UBS inaugurated a new digital centre in Hong Kong. One of its aspirations is to bring wealthy clients and startups closer together to forge collaborations. Based in Kowloon the new unit known as «The Digital Hub» plans to
12/04/2017
The fund has defined an industry standard for the insured, safe-keeping of crypto assets.
12/03/2017
Financial institutions and big corporations are experimenting with blockchain technology to improve global payments and supply chain management.
12/01/2017
Major Advances Across The Financial Planner’s Toolkit Are Making These Tools More Efficient
12/01/2017
Yet fintech proponents argue that digital wealth-management platforms provide straightforward, low-fee investment strategies that are good for the bottom lines of wealthy and average investors alike.
11/30/2017
Offshore wealth management software provider inks cyber-security tie up
“The Panama Papers was a result of a security breach and it is clear with the recent Paradise Papers that the industry has failed to learn the lessons of the past. Given the nature of sensitive data that private banks and wealth managers have acces
11/30/2017
“With our new information portal, we want to promote dialogue and foster knowledge of corporate finance,” said Hanspeter Gehrer, Head of Vontobel Corporate Finance.
11/29/2017
Confronted With National Regulators’ Intensifying Scrutiny Of Digital Currency Fund-Raising
11/29/2017
The new solution will also calculate investment risk to ensure it is aligned with regulatory requirements.