- Managers of Wealth - Europe - Wealth, private banking and asset management news and opinion

Digital transformation in retail banking is shifting gear

As many as 57% of consumers worldwide now prefer online banking, compared to 49% before coronavirus, according to Capgemini's World Retail Banking Report 2020.

At Avaloq, Francisco Fernandez Eyes Up Legacy

The move, set to wrap by year-end, leaves few winners.

Fairstone moves to remote advice post crisis

The remote service will allow clients to see their adviser using Microsoft Teams and provides a screen sharing function which is using Adobe Sign to allow e-signatures.

Fairstone launches ‘virtual’ Financial Planning service

The Newcastle-based wealth management firm believes it is one of the first national firms to launch an entirely remote advice process.

Is your cultural foundation strong enough for the disruption ahead?

The customer experience is a vital way for firms to differentiate themselves and build long-term relationships with clients.

The Need for Automation in ESG Investing

Some 35% of respondents believed that there would be significant increases while 52% thought there would be marginal gains for ESG.

Profile: Half-Year Review in Distinctions

Profile Software was included in the 100 “Most Innovative Company 2020” by WealthTech100, which showcases the world’s most innovative WealthTech companies in the key highlights for the year.

Broadridge Reports Fiscal 2020 Results

Recurring fee revenues increased 10% to $3,036 million from $2,760 million.

Deka Immobilien picks BNY Mellon for fund admin services

Alan Flanagan, global head of alternatives at BNY Mellon Asset Servicing, added: “It is a significant appointment for our alternative investment services team and a testament to the quality of our technology, our global reach and the expertise of th

Revolut's losses jump to £100m as business surges

The startup began life as a cheap foreign exchange card linked to an app but has expanded into everything from stock trading to savings and even cryptocurrencies.

UK SME Lender Funding Circle Is Reevaluating whether to Leverage Open Banking to Improve Customer Experience

She noted that they had concerns about the coverage and accuracy of data obtained via Open Banking.

The Next Evolution of Wealthtech Integrations

The rise of robo-advisors in the mid-2010s helped accelerate this trend.

First Swiss State-Run Bank, Basler Kantonalbank (BKB), Set to Debut Crypto Trading and Custodial Services

Switzerland’s SIX exchange has also played an instrumental role in boosting crypto activity within the country’s financial ecosystem.

Personal wealth management with the speed and affordability of robo-advice? Can Barclays new Plan & Invest service justify fees that outstrip its digital rivals

A spokesperson said: 'Whilst there are numerous wealth management firms who offer tailored, face-to-face advice and a handful of good robo-advice providers, there’s very little support in between.

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