Latest Wealth management News: Finextra Research

HSBC to bring money market trading to the masses

HSBC in Hong Kong is offering mobile customers with as little as HK$100 to invest the opportunity to build a stake in six bond and equity index funds.

15 January 2020

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Citi partners YieldStreet to offer investment opportunities to the masses

Digital wealth management platform YieldStreet has struck a deal with Citi to make the bank's credit investments available to retail investors.

09 January 2020

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Banking predictions for 2020 – more competition, more collaboration and new sources of revenue

As 2019 draws to a close, financial services commentators and vendors have made their customary end-of-year predictions for the 12 months ahead, with increased competition through supercharged PSD2 the principal driving force.

23 December 2019

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Finextra's year in review

With 2019 drawing to a close, we take a look back at our most popular news items, videos and community engagement activities over the course of the past year.

23 December 2019

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Nutmeg CEO to step down

UK robo-adviser Nutmeg has announced its chief executive Martin Stead is to step down early in the new year.

19 December 2019

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Temenos adds wealth apps to retail banking suite

Swiss core banking vendor Temenos has added robo-advisory and goal-based investment apps to its Infinity suite of APIs, providing retail banks with a low-cost entry point to the wealth management arena.

18 December 2019

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Canada's Portag3 closes CAD$427m fintech fund

Canadian outfit Portag3 Ventures has closed a CAD$427 million (US$321 million) fund focused on early stage investments in the fintech sector.

04 December 2019

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Innovative business models and green investments for sustainable goals

It is estimated that over the next 15 years, $93 trillion of investment will be required to build a low-carbon infrastructure across the world. This is an eye-watering sum, given that the CIA estimates the entire total of money currently in existence to be $80 trillion.

22 November 2019

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Research highlights the work that robo-advisers still have to do

Research by wealthtech provider, Nucoro, shows that only 8% of people believe a robo-adviser would provide the best returns on their money.

13 November 2019

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DBS launches hybrid robo-advisory wealth management service

DBS has developed a hybrid human-robo investment service which is now available to customers in its native Singapore.

04 November 2019

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Nutmeg expands human-led service in ongoing bid for profitability

Nutmeg's head of advice Lisa Caplan has spoken to Finextra about the continued expansion of its digital wealth management offering beyond the automated investment platform for which its known.

31 October 2019

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Tracking Bitcoin's highs and lows

The volatile nature of bitcoin trading has been brought into the spotlight by recent sharp rises and falls in the cryptocurrency after Mark Zuckerberg's grilling in Congress was countered by positive sentiment from China about blockchain and a future central-bank backed currency.

29 October 2019

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