Key Private Bank to run portfolio management on Charles River system
Bank says deal signals “significant opportunities.”
Wealth Management
Canada’s RBC to create US digital bank for “super-affluent” consumers
It will arrive in the US later in 2020 or early next year.
AnaCap to acquire Wealthtime
AnaCap takes first step into UK wealth management
Wealthtech FNZ secures investment from Temasek, acquires IPSI
FNZ hopes to benefit from Temasek’s “significant presence”.
How Canada’s Wealthsimple is building a whole financial suite
“We’re building a lifestyle brand,” says the fintech’s Europe CEO.
Grab buys Singapore robo-advisory start-up Bento
Bento will be rebranded as GrabInvest.
What does open finance mean for the wealth management sector?
Five opportunities that are both clearly beneficial for investors, and technically very feasible for FIs to develop.
Kristal.AI raises $6m in Series A for algo-powered wealth management
Singapore-based firm plans Middle East expansion with fresh cash.
ICAP founder to invest £25m in new fintech fund Element Ventures
It’s one of the largest investments Spencer has made since selling Nex to the CME.
Challenger Longevity Bank positions itself for the silver generation
EXCLUSIVE: Co-founder Sergey Balasanyan tells FinTech Futures of his 2020 plans with the neobank.
UBS overhauls wealth management business, plans 500 job cuts
Three levels of management will be erased.
Reasons behind the rise of fintech companies popularising stock market investing
Being financially successful is ‘cool’ and is a growing aspiration for younger generations.
Wealth Wizards seeks £30m funding and new investors
The wealthtech aims “to make expert financial advice affordable and accessible to everyone”.
DBS Wealth Management extends ten-year partnership with Avaloq
The agreement will see an expanded version of Avaloq Banking Suite deployed in Singapore.
Innovate to succeed: The client call to action for wealth management
How can you become more effective in serving your clientele?
The 20th Banking Technology Awards winners have been announced
It was a brilliant celebration of excellence and innovation in the banking industry.
Top tips for protecting your assets in 2020
Interesting wealth management tips to consider during 2020.
Private bank for YouTubers and high-net-worth youngsters 220 to launch for users next year
There is strict criteria to join the private banking community.
US fintech Robinhood pulls OCC banking application
The start-up is calling the withdrawal “voluntary”.
Slovenia passes law requiring central bank to pay back 2013 losses
A build up of bad loans since the financial crisis saw investors lose out in 2013.
Microgen Financial Services and Touchstone Wealth Management merge
The firms hope to create a leader in the trust and corporate services sector.
Start-up Wealthinity launches to help smaller wealth managers compete
The firm says its product is white label and comes “without any additional costs”.
Broadridge acquires ClearStructure
Broadridge thinks this will help it create “differentiated” solutions in the market.
Bank Mandiri selects Avaloq Banking Suite to consolidate legacy wealthtech
Major Indonesian bank wants Avaloq to power $14bn wealth division.
Appway: Firms must seize “opportunity of disloyalty”
Wealth management is a traditionally “sticky” industry.
eBook: Five AI solutions every wealth manager needs
Download the DataRobot eBook today!
Kleinwort Hambros turns to ERI after cancelled FNZ technology project
Société Générale-owned private bank prepares to move forward on ERI.
Wealthtech Genuine Impact plans new app launch with fresh design
It launched its first app back in February 2019.
eBook: Accelerating banking efficiency
Exploring three opportunities available for banks to make the most of their existing infrastructure.
Consumer champion app Snoop goes live, founded by ex-Virgin Money execs
The UK-based fintech is accepting sign ups on its waiting list.
20th Banking Technology Awards: showcase your brand to decision-makers at banks
Get your brand seen by the brightest and most innovative decision-makers in the industry and network with them at a spectacular gala ceremony!
Objectway signs new wealthtech customer in vdk bank
Belgian bank builds out systems with two modules from Objectway.
Sibos 2019: Final wrap-up of talks, interviews and daily news
See our final wrap-up of the London-hosted four day event!
The best of Robo Investing 2019
Catch up on exclusive interviews from Robo Investing 2019 .
Nucoro warns 84% of wealth management digitisation could fail
Wealth managers must re-engineer their operations to compete.
Digital assets focused SEBA receives Swiss banking licence
It is being hailed as a milestone for the blockchain and digital asset economy.
Wealthfront acquires robo advisor Grove
California-based, Wealthfront, is acquiring financial planning fintech Grove for an undisclosed sum
Banque Morval and Intesa Sanpaolo unite on Avaloq’s core banking tech
The project took nine months to complete.
Investment group Octopus acquire “indispensable” Seccl Technology
Seccl wants to help smaller firms “get a shoe in” with big providers.
Swedish fintech Northmill launches new saving service
Customers can lower their interest rates in a matter of minutes
