Julius Baer’s digital advisory platform goes live in Asia
Swiss private bank Julius Baer has rolled out its digital advisory platform in Asia, with an aim to help its advisers improve the quality and quantity of client interactions. The...
Mitsubishi UFJ Morgan Stanley Securities rolls out InvestCloud platform
Mitsubishi UFJ Morgan Stanley Securities (MUMSS) has deployed the wealth management platform from fintech InvestCloud. Financial advisers in the private...
Wealth professionals across Europe are unanimous on the key drivers for choosing their providers
Europe-based wealth professionals based across 12 countries affirm “quality of service” as the most important criteria in selecting a preferred...
Head of Middle East Market at Barclays PB assumes new role in Geneva
The head of Barclays Private Bank (PB), UAE & Middle East – Rahim Daya – has been announced as the...
Bernie Madoff, operator of the biggest Ponzi scheme in history, dies aged 82
Bernie Madoff, largely known as the operator behind the largest Ponzi scheme in history, dies in prison aged 82. According...
Latest News
Morgan Stanley profit soars on trading boom; takes $911m hit on Archegos
Morgan Stanley reported record net revenues and net income in Q1 2021, beating estimates, with growth across all its business…
Brooks Macdonald registers inflows in Q1 2021
Brooks Macdonald has reported ‘positive’ net flows for its investment management business in the UK for the financial third quarter…
UBS takes full ownership in Brazilian multi-family office Consenso
UBS has reportedly acquired the remaining 40% in Brazilian multi-family office Consenso, with plans to double the number of advisers.…
UK competition regulator directs FNZ to sell GBST
The UK’s Competition and Markets Authority (CMA) has asked wealth technology provider FNZ to divest GBST, which specialises in retail…
Latest Themes
Optimism over global economic recovery hits a low as May ends: Poll analysis
The global economic growth in 2020 has been eclipsed since the Covid-19 pandemic outbreak causing fears of looming unemployment and recession in a number of...
AI that delivers ROI
IN ASSOCIATION WITH SMARTSTREAM Whether it is familiar through movies, books, conferences or real-world applications, we are all acquainted with the concept of artificial intelligence...
Julius Baer rolls out digital assets service
Swiss private banking group Julius Baer, in association with crypto-bank SEBA, has launched its digital assets service. The pair collaborated on the initiative last February...
Northern Trust delves deeper into blockchain with BondEvalue tie-up
American asset manager Northern Trust has struck a partnership to offer asset servicing and digital solutions to the blockchain-powered bond trading platform of Singaporean fintech firm...
Forward thinking robo-advisors go back to basics
Increased competition within the online wealth management, or robo-advice, industry is ongoing. The cutthroat climate has now led another robo-advisor to incorporate human-led services, a...
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Expert Commentary & Analysis
View MoreESG to drive cryptocurrency transformation
Cryptocurrencies, in particular bitcoin, have emerged as the investment phenomenon of the pandemic. However, they stand in stark contrast to sustainable investment values, which are increasingly ingrained in the global…
Wells Fargo offshore exit offers substantial potential AuM
Wells Fargo announced early in January that it was exiting the offshore wealth management market to focus on US resident clients. While the US retail banking giant has only a…
COVID-19: A multi-channel experience is paramount for retention
The wealth management industry is undergoing a noteworthy digital transformation, but it is a two-sided coin. As the COVID-19 pandemic accelerates the importance of utilising technology for traditional players, it…
COVID-19: Despite the virus, Italy’s retail wealth is remarkably stable
The economy in Italy has been shrinking for several years, having a negative impact on the country’s savings and investment market, now Covid-19 is affecting retail wealth. However, Italian investors’…