10/03/2019
Taking tech to the next level
Technology should move towards a ‘New World Advice’ model to enable advisers to serve customers better, analyse and manage assets more efficiently and attract new clients.
10/03/2019
Technology should move towards a ‘New World Advice’ model to enable advisers to serve customers better, analyse and manage assets more efficiently and attract new clients.
10/03/2019
So what’s driving this Fintech innovation-spurt, and who’s worth watching in this increasingly busy space?
10/02/2019
“Digitalisation transforms industries in myriad ways,” observed Jie Gong, Partner, Pantheon Ventures.
10/02/2019
The change has been influenced after research from YouGov carried out on behalf of HSBC UK found a third of the people think investing is the best way of making their money grow.
10/01/2019
The Objectway WealthTech Suite supports the whole investment management process, enabling the firm to better serve their customers, optimising returns and increasing profitability
10/01/2019
The partnership comes as investor pressure to cut costs, combined with a regulatory drive for greater transparency, means that asset managers are seeking ways to execute trades more efficiently while simultaneously reducing costs and operational risk acro
10/01/2019
The affluent European clients will be offered a newer, streamlined digital offering.
09/30/2019
This latest integration will help support advisers in saving time as well as ensuring all client data is accurate and up to date, and regulations are adhered to.
09/29/2019
Both of these companies offer unique services and deliver a fully-digital banking experience.
09/26/2019
Switzerland, which has long ago established itself as the world’s bank, has had its image tarnished a little bit in the past couple of decades.
09/26/2019
Bhattacharya highlights that at the time that Atom bank launched in April 2016, regulators had not published a clear position in regard to cloud hosting of banking software, so they were encouraged to establish their institution on a data centre model.
09/26/2019
It facilitates the delivery of innovative new services.
09/25/2019
Selecting investment products, defining investment goals and understanding tax wrappers also all featured prominently in investors' preference for a human adviser.
09/25/2019
New rules around MiFID II’s ex-post disclosure have introduced greater transparency for investors
09/25/2019
Certification with IHS Markit’s thinkFolio platform brings peace of mind to our clients and an innovative solution to an OTC trading market
09/25/2019
This is the text of the speech as drafted and may differ from the delivered version. This speech was delivered at Sibos, London, 24 September 2019.
09/25/2019
The Libra Reserve will be held by a geographically distributed network of custodians with investment-grade credit ratings
09/25/2019
Employees will delegate tasks they’re not confident in to robots
09/24/2019
Although the drive for more automation is still centred around RPA, the recent developments in Open Banking standards have brought a new opportunity to the asset servicing environment.
09/24/2019
Amongst FinTech investment deals on a global level, London has taken top spot in 2019, with a total of 114 deals, overtaking New York in second place (101).