Managers of Wealth

Wealth managers respond to demand for ‘robo advice’

Brewin Dolphin the latest firm to offer a fully automated investment service

This ATM Dispenses Free Swiss Chocolate

Clients can withdraw milk chocolate from chocomat «Sweetie» anytime the craving hits – day or night

Private Wealth Systems Shortlisted for "Best Client Reporting" Award

Recognition based upon Private Wealth Systems' leadership in reshaping the future of private wealth reporting.

China's about to unleash its roller-coaster tech market on the world

Authorities toyed with the idea of launching the link last year, but the plan was delayed following the August 2015 market crash — back when China's currency, the renminbi, was devalued.

What would Gandhi have thought about Bitcoin?

Paytm is not Bitcoin but it is digital money that has reached mass scale in a huge market.

Robo advisers have brand handicap

Discretionary portfolio managers would experience competition from digital providers

Oakbrook Solutions Shortlisted for the Family Wealth Report Awards...

Our aim is to make these annual Awards one of the brightest, and keenly contested highlights in the wealth management calendar

How to build a digital strategy for your business... (Part 6/6) by Mik Cons, CEO of Sammedia

Robo-Advice is coming.

Morgan Stanley robo adviser? A future redefined

The project is led by Naureen Hassan, who joined the wirehouse from Charles Schwab, where she was critical in that firm’s development of its robo adviser platform.

Wealth Management and Banking in the Digital Age – Are you taking Advantage of the Tools Available?

Technology placed such a comprehensive burden on business

BearingPoint ranked in the top 30 for risk technology in prestigious Chartis RiskTech100® report

Risk reporting solution Abacus moves up 27 places in the Chartis RiskTech100® with high scores for functionality and customer satisfaction

New Teslas will begin to get updated Autopilot in mid-December — here's what the system can do

Tesla CEO Elon Musk tweeted on Friday that the cars will get those first generation Autopilot features back in mid-December.

Ernst & Young Switzerland Will Accept Bitcoin Next Year

The launch is, perhaps, an extension of the ongoing cultural experiment involving the digital currency in Switzerland.

Superior services in wealth management begin with security

“Follow the money” is an old adage but one that cyber criminals take to heart still, as they target some of the world’s wealthiest private banking clients.

Hackers crack Liechtenstein banks, demand ransoms

Tiny country creates yuuge problems as crims threaten to expose tax evasion

Hackers target high-profile customers of Liechtenstein bank in extortion scam - Report

Scammers demand a portion of victims' bank account amount, threatening exposure.

Comment from GFT: Morgan Stanley dropping out of R3 raises questions over the value of the consortium

Consortium aside, the crux of the issue is not to do with the interest in or potential of blockchain technology, but to do with the commercials of the business model.

Objectway Conference: Do or die in wealth management’s digital drive

Schramme too was keen to emphasise the importance of digital for wealth managers in “building a “sticky relationship” with their customers. “How do you differentiate in an increasingly commoditised business?” he asks.

Who owns the customer in a digital world? (Part 5/6) Mik Cons, CEO of Sammedia Limited

Lets have a look at how super-brands in other industries have changed the game.

Pershing CEO Named One of "The 50 Most Influential Women in Private Wealth"

The selection, which acknowledges women who are positively impacting the private wealth management industry, was announced in PAM's June 2016 issue.

FinTech