Managers of Wealth

Mrs Watanabe bets on robots to rule

World’s first robotics-themed managed equity fund a big hit with Japan’s retail investors

Fintech: If You Can’t Beat Them, Join Them

Bankers have recognized fintech as a real threat to their businesses for some time. From 2010 to 2015, investment in fintech ventures has grown from $1.8 billion to $22.3 billion.

IRobot, Your Trusted Adviser

Clients were so close that bankers would take them along when they moved employers.

Bank of Canada Demos Blockchain-Based Digital Dollar

Verified counterparties would then process transactions, and the central bank would reserve the right to destroy CAD-coins as needed.

Crestone goes live with Avaloq Banking Suite

Crestone, the former wealth management arm of UBS Australia, goes live on the Avaloq Banking Suite.

Objectway wins "Outstanding digital solution provider" prize

. This accolade, the second major industry award in two months, is voted by industry professionals to identify the best-of-breed players that are setting new standards in the UK and Europe.

Next frontier for financial advisers: your mobile phone

Executives speaking at the Reuters Global Wealth Management Summit in New York this week described mobile alerts as the next step in helping clients improve their finances.

Meet your financial adviser, the cyborg

Those calls for help explain why Schwab, like many traditional financial firms, has embraced digital offerings while still maintaining a large staff of human financial consultants.

Dion Global Solutions launches a comprehensive MiFID II solution for wealth managers

Our domain expertise and innovative technology solutions will support our clients' business towards MiFID II compliance

Chinese Private Equity Firm Acquires Italian Robot Company

AGIC Capital revealed that the company has reached an acquisition agreement with Gimatic, and it aims to acquire the latter for between EUR100 million and EUR150 million.

UBS: Advice Without Relationship Managers

It will offer the clients of Switzerland's biggest bank the digital access to all of the institutes services.

Singapore start-up to launch robo adviser to tap tech-savvy rich

But Wall Street is fast catching up by building or buying robo advisers.

Singapore start-up to launch robo adviser to tap tech-savvy rich

A new, tech-savvy generation of wealthy clients and family offices are creating opportunities for fintech start-ups, challenging traditional private banks who have been slow to meet these demands.

Santander UK launches online investment hub

The platform can be accessed via Santander’s UK website from any online device, and is launched in conjunction with FNZ.

Santander Launches D2C Platform

The platform, which is provided by FNZ, will have an annual management charge of 0.35 per cent.

Avaloq gains two customers in Austria

Our clients in Austria will therefore also be able to use our new online and mobile banking services in the future.

Financial stability in a digital world

Yves Mersch: Making Europe's financial market infrastructure a bulwark of financial stability

Sovereign wealth funds throw funding lifeline to tech ventures: Reuters

These capital injections have helped to keep valuations high as other tech ventures such as those of cloud storage service Dropbox or Indian takeaway food ordering app Zomato have been marked down by some earlier backers.

Pershing Unveils New Technology Capabilities that Enable Firms to Define Their Own Digital Wealth Management Experience

Whether it's native development of Pershing's own technology, or the integration of third-parties, all developments at Pershing are done with the client first and foremost in mind.

Wealth management platform recognised by industry leaders

Goodacre UK has been awarding the annual GoodAccredited Standards for over 20 years. Each year, the consultancy reviews the services and systems on offer to regulated firms operating within the financial services sector.

FinTech