Latest Results from /wealth
/wealth
Citibank is rolling out a new mobile app that combines banking, wealth management and money movement features on a single biometrically-secured application.
08 December 2016
Barclays has launched a new online direct investing service designed to help customers create a personalised financial plan and work towards their goals with the support of a range of tools and content.
28 November 2016
Wells Fargo is working with San Francisco-based wealth management technology startup SigFig on a digital advisory service that the bank will begin piloting next year.
15 November 2016
Standard Chartered is joining the digital wealth management revolution, introducing a personalised investment tool that harnesses the power of big data to help its relationship managers advise affluent clients in Singapore.
UK digital wealth management startup Nutmeg has raised £30 million in a funding round led by Hong Kong-based independent financial advisory firm Convoy.
14 November 2016
A wave of new digital tools will complement, not replace, finacial advisors, according to senior Credit Suisse exec Marco Abele, who says it's not yet time to worry about the rise of the robo-advisors.
26 October 2016
UBS is hoping to bring its wealth management services to a wider audience through the launch of a digital robo-advisory platform available to UK customers with as little as £15,000 to invest.
10 October 2016
Wealth management firms are falling short of client expectations when it comes to their use of technology, but established players in the field are likely to respond well to the digital revolution and will not be displaced by fintech insurgents, new research from Roubini ThoughtLab suggests.
21 September 2016
JPMorgan Chase is buying a stake in InvestCloud as part of a deal that also sees the bank enlist the Californian fintech startup to boost its digital capabilities for individual investors. The size of the investment has not been revealed.
Venus Williams is among the big hitters to join a $9 million funding round for Ellevest, a robo-advisory startup run by former Bank of America and Citi executive Sallie Krawcheck that caters specifically to women
15 September 2016
A new research paper, produced by Finextra in association with EPAM, explores the rise of robo and asks how it will further reshape the advisory business and wealth management in the future.
08 September 2016
US Bank is the latest large financial institution to team up with an automated investment platform to provide online financial advice to wealth management clients, forming an alliance with BlackRock-owned FutureAdvisor.
25 August 2016
Welcome to Finextra. We use cookies to help us to deliver our services. You may change your preferences at our Cookie Centre.
Please read our Privacy Policy.