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John Beckett, New Fund Order
From FinTech April 7, 2017

Asset management failing to get to grips with tech revolution

The asset management industry is guilty of looking for traditional solutions to its problems, while many of the answers actually lie in the digital realm 

Jonathan Cohen, RoboCap
From FinTech April 20, 2017

Fintech on Friday: Financial services and robotics far from natural bedfellows

High net worth individuals should be more interested in the investment opportunities offered by robotics and automation than their impact on wealth management, claims Jonathan Cohen of RoboCap

Shaun Port, Nutmeg new
From FinTech March 24, 2017

No need for robo-advice pioneers to fear arrival of big names

There is much talk about established wealth management firms launching their own digital platforms, but this would just bring more clients into the online world, argue the start-ups 

Nick Middleton, UBS
From FinTech March 10, 2017

UBS targets mass affluent sector with SmartWealth online platform

UBS Wealth Management has launched its new digital platform in the UK with the aim of attracting a wider, and younger, audience

Joe Parkin, iShares
From FinTech March 17, 2017

Fintech on Friday: 2017 to be a big year for digital decision making

With traditional wealth managers realising robo-advice is here to stay and launching their own platforms, is there any room left for smaller start-ups?

Lawrence Calcano, iCapital Network
From FinTech March 3, 2017

Fintech on Friday: Using online platforms to unlock alternative investments

By lowering investment thresholds, fintech start-up iCapital Network provides HNWIs access to hedge funds and private equity 

Adam French, Scalable
From FinTech February 24, 2017

Robo-advice just one piece of digital puzzle for private banks

Having initially dismissed robo-advice as a passing fad, established wealth managers are now taking the threat seriously. But it is not just a case of copying the start-ups, rather marrying digital advances with a human touch

From FinTech March 1, 2017

How regtech can help banks conquer compliance mountain

The years since the financial crisis have seen a massive expansion in regulation and a corresponding boom in the number of compliance officers. Could technology cut costs and lower the error count?

Emmanuel Lumineau, Brickvest
From FinTech December 2, 2016

Crowdfunding comes to the property sector

The BrickVest platform is one of the first to use technology to democratise the real estate market, opening up what were once institutional-only assets to a wider audience

PWM 1216 cover
From FinTech January 3, 2017

Building the best wealth management platforms for investors' online journeys

Low fees charged by robo-advisers are especially tempting to investors in an era of low returns. But are these online platforms able to meet complex needs of high net worth individuals?

Ciaran Dynes, Talend
From FinTech January 6, 2017

Is Blockchain a catalyst for trust or an unprecedented disrupter?

Blockchain has the potential to bring significant efficiencies to the wealth management sector. But will it be used positively or destructively?

Giles Keating, Werthstein
From FinTech November 28, 2016

Former private bankers prepare to enter robo-advice arena with Werthstein

Online wealth manager Werthstein is in soft-launch phase before bringing its innovative offering to the German market early next year

Fintech challenge 2 teaser
From FinTech November 25, 2016

Fintech start-ups take aim at banks' regulatory burden

The financial services industry is well aware of the need for it to improve its digital capabilities. The 3D Fintech Challenge 2016 showcased how start-up companies can provide some of the solutions it is seeking 

Rob Fisher, Vanguard
From FinTech November 11, 2016

Wealth managers consider opportunities and dangers of the digital world

Robo-advisers and cyber crime both pose real challenges to the wealth management industry, although the digital revolution could also mean a new pipeline of clients

Gemma Godfrey, Moola
From FinTech November 4, 2016

Customer experience must be central to banks’ online offerings

The digital revolution has created new, higher standards that customers now expect as the norm in all areas of their lives. But in too many cases the investment industry is struggling to match expectations

Taras Chaban, Sybenetix
From FinTech September 7, 2016

Digital revolution needs more than lip service to become reality

Wealthy individuals tend to be extremely tech-savvy, yet the vast majority of financial service providers have been too slow in their adoption of digital technology. Leadership from the very top is required to push through the necessary changes

Chris Fisher, Multrees
From FinTech September 9, 2016

Fintech on Friday: Multrees’ mix and match approach to finding tech providers adds flexibility

Not being tied to a single software provider gives investor services firm Multrees more flexibility, believes chief executive Chris Fisher

Jessica Donohue, State Street
From FinTech September 6, 2016

Keep humans at heart of fintech, warns State Street

Banks can learn a lot from successful companies in other industries which put customer experience at the heart of their business models, believes State Street’s Jessica Donohue

Tracey Warson, Citi Private Bank
From FinTech September 2, 2016

Silicon Valley extends deep into US wealth management

New York may be the centre of the financial industry in the US, but regional variations mean the biggest banks need a physical presence across the country to cater to clients, as well as overseas if they have global ambitions

Kelly Coffey, JP Morgan
From FinTech September 2, 2016

Combining tech tools with private relationships

In a web exclusive, PWM talks to Kelly Coffey, CEO of JP Morgan’s US Private Bank, about innovation and how clients’ expectations are shaped by their experiences with non-financial firms 

Martin Gilbert, Aberdeen
From FinTech July 12, 2016

Aberdeen says fund houses must digitise

Aberdeen CEO Martin Gilbert believes a diversified fund offering and the firm’s recent cost-cutting drive will mean a change in fortunes

Ana Claver, Robeco
From FinTech June 22, 2016

Regulation and technology lead Madrid’s transformation

The Spanish capital’s financial landscape has been transformed in the last five years with consolidation in the banking sector and asset managers using the city as a springboard to Latin America

From FinTech July 12, 2016

The promise of big data for wealth management has not diminished

Although it can be hard for investment professionals to make sense of the huge amounts of facts and statistics they encounter, big data remains an asset to those able to filter it effectively

John Spellman, IOM DED
From FinTech June 22, 2016

Innovation and diversification pivotal to Isle of Man’s future

Financial services remain a key pillar of the island’s economy but the government is determined not to put all its eggs in one basket

Marty Dobbins, State Street
From FinTech June 22, 2016

Funds and fintechs find Luxembourg an attractive base

Asset managers have long been using Luxembourg as a base for cross-border fund distribution but the Grand Duchy has found a new lease of life as a haven for tech-based start-ups

Manuela Sperandeo, iShares
From FinTech January 28, 2016

Technology fundamental to the rise of smart beta strategies

Technology has proved to be a driving force behind the rise of smart beta, both in terms of developing the strategies themselves and in distributing the products that put them to use

Mike Le Garignon, Société Générale Securities Services
From FinTech February 12, 2016

Custody banks finding opportunities in wealth management arena

Société Générale is among those who believe boutiques are keen to outsource client reporting, custody, clearing and settlement to third party providers

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Bitesize Global Asset Tracker

From PWM Research April 3, 2017

Changing population dynamics top long-term trend for private banks

The population, urbanisation and ageing theme is the top cross-sector investment theme according to private banks, with 75 per cent of respondents to PWM’s Global Asset Tracker implementing it in client portfolios

Chart 9 cross-border

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