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Elisabeth Dana, Infinity Circle web
From FinTech May 17, 2019

Fintech on Friday: Hybrid models key to successful evolution of digital wealth management

Classical wealth management is due for a major shake-up, believes Elisabeth Dana, CEO of Infinity Circle, but clients will always want a physical relationship to complement the new electronic platforms

Eye code
From FinTech May 10, 2019

Fintech on Friday: Using visual design to build strong relationships in wealth management

Wealth managers who enhance their clients' visual interactions and the digital user experience are in a strong position to stand out in an industry where differentiation is hard to come by

Netflix
From FinTech April 26, 2019

Fintech on Friday: Have the FAANGs lost their bite?

Technology stocks have regained the ground they lost late last year, but will the FAANGs – Facebook, Amazon, Apple, Netflix and Google – retain their pre-eminence?

Superman
From FinTech April 12, 2019

Fintech on Friday: Creating Superman through the application of technology

New tools to empower relationship managers already exist. Without them, they will not be able to compete

Tanvi Davda, Saranac
From Wealth Management / Private Banking February 28, 2019

Saranac start-up sees gap in bespoke solutions market

London-based Saranac claims to offer high net worth individuals a range of unconventional solutions

Benoit Legrand, ING web
From FinTech March 15, 2019

Fintech on Friday: Why it takes blood, sweat and tears to foster an innovative mindset

The key to instilling an innovative culture at the heart of a bank is to do things from the customers’ point of view, believes ING’s chief innovation officer, Benoit Legrand

iPad and papers
From FinTech March 1, 2019

Fintech on Friday: CLM – a toolkit that benefits both clients and bottom lines

Client lifecycle management systems can bring cost savings and provide wealth firms with a better understanding of customers

Facebook privacy
From FinTech February 8, 2019

Fintech on Friday: Striking the right balance between personalisation and privacy

Research suggests investors are more comfortable sharing their personal data than wealth managers realise

Robin Geffen, Neptune
From FinTech February 1, 2019

Fintech on Friday: Investors underweight tech stocks

Technology is disrupting almost every industry, yet most investors are underexposed to tech stocks. Do recent corrections provide a buying opportunity?

Ryan Dodd, Cyberhedge
From FinTech January 25, 2019

Fintech on Friday: Time cyber security took a seat in the boardroom

Data is the most valuable asset some companies hold, but do senior executives really know how their digital defences stack up?

data on screen
From FinTech January 11, 2019

Fintech on Friday: Portfolio management systems adapt to new era

Portfolio management systems have come a long way, but must continue to evolve if they are to deliver in the digital era

From FinTech January 4, 2019

Fintech on Friday: Wealth managers’ digital strategies due an upgrade

Wealth managers have relied on a series of assumptions, many of them misplaced, about the way their clients want to use digital. It is time for things to change

Singapore
From FinTech December 17, 2018

Hong Kong and Singapore face off over fintech

In terms of technology, Hong Kong has fallen behind both mainland China and rival Singapore. But the territory has a habit of reinventing itself

Portfolio management teaser
From FinTech October 12, 2018

Time for a new breed of portfolio management tool

A new generation of portfolio management tools are now available which sit on top of wealth managers’ existing systems but offer more flexible and focused capabilities

Digital pensioners
From FinTech October 5, 2018

Putting technology at the heart of wealth management

It is not just millennials who are living in the digital age. Wealth managers must utilise technology to deepen relationships with clients of all ages

From FinTech September 7, 2018

The rise and relevance of investment marketplaces

Tech-led investment platforms provide a great tool for wealth managers to reach, engage and retain both existing and future clients

Andrew Wessels, The Marque
From FinTech August 24, 2018

Fintech on Friday: Take back control of your online profile, for a fee

Managing an online reputation is important and a new service, The Marque, offers individuals a SEO-friendly way to oversee their digital brands  

April Rudin WT Roundtable
From FinTech August 17, 2018

Private banks slow to unleash transformative power of tech

PWM gathered together an expert panel to discuss how far wealth managers have progressed in their digital journeys and identify the challenges they are likely to face going forward

Millennials ipad teaser
From FinTech July 27, 2018

Traditional wealth managers face uphill struggle to win over millennials

The millennial generation provides a huge opportunity for those wealth managers able to win their custom, but traditional firms face serious competition from new challengers who are putting digital engagement at the heart of the client experience.

Luca Paolini, Pictet Asset Management
From FinTech June 22, 2018

Fintech on Friday: Emerging markets becoming centres of innovation

The technology sector has been a big driver of emerging market returns of late and there are now signs that these economies are becoming innovation hubs in their own right

Wealth Tech Awards 2018 web teaser
From FinTech June 14, 2018

Wealth Tech Awards 2018: Winners and highly commended

PWM's inaugural Wealth Tech Awards contains 25 global and regional categories, rewarding 22 institutions for their ability to use technology to transform their business models and contributing to drive growth, support advisers, enhance brand and improve client experience

Wealth Tech Awards 2018 web teaser
From FinTech June 14, 2018

Wealth Tech Awards 2018: Banks must prepare to grasp transformative power of technology

Although some private banks have made great strides in transforming their business models for the digital era, the inaugural Wealth Tech Awards process showed the majority still have a long way to go

Wealth Tech Awards 2018 web teaser
From FinTech June 14, 2018

Wealth Tech Awards 2018: Winners' profiles

      

Bicoin 0418
From FinTech April 6, 2018

Fintech on Friday: Should wealth managers cash in on crypto currency craze?

Crypto currencies are surging in popularity and wealth managers must decide whether to act now to take advantage of the opportunities or to play it safe and wait to see how things develop

Amin Rajan, Create
From FinTech May 24, 2018

Fintech on Friday: Alternative investments deal with digital disruption

Downward pressure on fees and the ability to connect with new client segments are driving digitisation in the alternatives sector

From FinTech March 23, 2018

Fintech on Friday: Cyber security must be central pillar in wealth managers’ digital journeys

Clients may take care to keep their online bank accounts safe, but are much more relaxed when it comes to social media. Wealth managers must ensure not only that their online platforms are secure, but educate their customers how to protect themselves online

Clients of private banks share a huge amount of data and family information with their financial providers, yet the service they receive seldom matches expectations. The time has come for these wealth managers to learn from other industries.

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