Managers of Wealth

OCBC Bank to pilot wealth management and AI solutions by startups

The second wealth management tool, BondIT, will enable Bank of Singapore's relationship managers to better service customers with investment portfolios focused on bonds.

UK Watchdog makes it easier to deliver account aggregation to your clients

You've only had to open a newspaper this week to see how the landscape is changing for consumers (some of whom are your clients) to manage their overall finances in one app...

Banks are scared of blockchain: Law experts

Blockchain the technology that underlies cryptocurrencies such as bitcoin is grabbing the attention of banks, says a prominent local law firm.

Envisioning Bitcoin’s Technology at the Heart of Global Finance

The blockchain originally referred to the database where all Bitcoin transactions are recorded and stored.

Former Merrill Lynch trader to launch Nutmeg rival

RiskSave Technologies is described as a ‘robo-investing platform’ focusing on risk management.

There's a big misunderstanding about technology's impact on Wall Street

Startups are picking up customers at an incredible rate.

Capgemini lays out 9-step approach for evaluating blockchain platforms

They explain that the technology enables processing to be done over a distributed systems network or in the Cloud, avoiding the use of costly datacenters or mainframes.

Global Banks Test Blockchain Trade Financing with R3 Consortium

Including Barclays, BBVA, BNP Paribas, Danske, Intesa Sanpaolo, Nordea, Scotiabank, UBS, UniCredit and Wells Fargo.

Mobiliar Adds Digital Company to Its Fold

The transaction is pending the approval by the regulator.

Nuveen Investments expands access to alternatives for financial advisers' wealthy clients

The growing appetite for alternative investment strategies can be measured by the growth of alternative-strategy mutual funds.

JHC partners with global technology firm

SaaS cloud solution to outsource IT and focus on clients

Will There Ever Be A #FinTech Advisor Platform Business Like Uber Or Airbnb?

In point of fact, though, the financial services industry is already filled with platform businesses.

Wealth management will look markedly different in five years – Killingbeck

As a result, for many in the private client space, the mind-set has been to keep the operational elements of one’s business in house as much as possible.

Raymond James to Partner with WealthSource

WealthSource had $568 million in client assets at various custodians.

Wells Fargo Asset Management expands quantitative offering with acquisition of Analytics Investors

Analytics Investors, which was founded in 1970, is the sub-advisor of 361 Capital, an investment firm specialising in liquid alternative mutual funds.

Why FinTech, Why Now?

Global investments, in Fintech, more than tripled to $12.21 billion in 2014 from $2.1 billion in 2013, yet banks and advisors are still underestimating the risk for their core business.

Why FinTech, Why Now?

Global investments, in Fintech, more than tripled to $12.21 billion in 2014 from $2.1 billion in 2013, yet banks and advisors are still underestimating the risk for their core business.

Why FinTech, Why Now?

Global investments, in Fintech, more than tripled to $12.21 billion in 2014 from $2.1 billion in 2013, yet banks and advisors are still underestimating the risk for their core business.

Swedish Bank Joins Bitcoin Processor's $4 Million Series A

The startup said it plans to use the new funding to expand its payment and trade services from Europe into Asia, according to a statement.

Fintech Isn't Disrupting Big Banks As Much As You'd Think

The unsexy truth is, larger companies are better positioned to innovate than start-ups.