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Kapin Vora, Capco
From FinTech June 16, 2017

Cyber warfare: old and new vie for control of North American digital wealth market

North America’s digital wealth marketplace continues to expand, with new businesses tapping into changing client behaviour and utilising new technology. But the traditional names are fighting back

From FinTech June 2, 2017

Fintech on Friday: the twin threats of technological change

Disruptive technology is applying downward pressure on wages and could well impact even those on higher incomes. It is therefore doubly important that investment portfolios are positioned to benefit from this growing trend

From FinTech May 26, 2017

Blockchain reaction: will it change everything?

Blockchain technology could help banks cut costs and boost client security, but will the notoriously slow-to-change financial services industry get on board?

 Mario Bortoli, Euclidea
From FinTech May 26, 2017

Online opportunities in Italian wealth management

With government bonds and real estate looking less attractive, the time is right for robo-advisers to step in and offer something a little different to Italian investors, believes Mario Bortoli, CEO of digital wealth manager Euclidea 

Terry Erisman, GridGrain
From FinTech May 12, 2017

Wealth managers slowly switching on to rewards of AI and machine learning

Technology can help portfolio managers beat the market and has huge potential on the client servicing side, but techno-phobic mainstream institutions need to undergo a cultural transformation if they are to reap the benefits

Peter Sayburn, Market Gravity
From FinTech May 5, 2017

Differentiation and data can drive wealth management's digital reboot

Wealth management is experiencing a tidal wave of digital disruption. Understanding how to use new technology to make creative ideas work in large-scale wealth management businesses is key to driving businesses forward, retaining existing clients and attracting new ones

From FinTech April 28, 2017

Does your wealth manager drink coffee or kilowatts?

Wealth managers are yet to fully align themselves with clients' digital expectations, but while technology will inevitably disrupt the private banking industry, evidence suggests there will always be a place for human expertise

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 

Latest PWM video

    Does mixing assets such as equities, bonds and real estate provide the best formula for achieving both capital growth and a regular income stream and how has multi-asset investment evolved from the more primitive ‘balanced’ portfolio of the 1990s?

    Bitesize Global Asset Tracker

    From PWM Research March 20, 2017

    Allocators sense opportunities in Europe and Japan

    Respondents to PWM’s global asset tracker survey predict high growth in European, global and Japanese equities

    Chart 6 growth opps

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