Qiaojia Li, Rosecut

Middle market investors get cut diamond offering

Tue, 16/07/2019 - 16:47

This week saw the launch of a new wealth management platform, Rosecut, powered by artificial intelligence, and focused on the affluent middle market investor base. »

Keith Swabey, HSBC

Where were you when I needed you?

Tue, 16/07/2019 - 13:10

Keith Swabey, Senior Multi-Asset Product Specialist at HSBC Global Asset Management writes that despite the recovery in markets during 2019 from the terrible year of 2018, the lesson learnt was the need to (further) diversify portfolios, both by asset class and also by investment techniques. »

JHC partners with Ortec Finance

Mon, 15/07/2019 - 10:03

Wealth management fintech firm, JHC Systems (JHC), and Dutch based Ortec Finance are partnering to provide OPAL, a software solution for global financial institutions offering goal-based financial planning models, as a component to JHC’s Digital Wealth Platform. »

Bill Vasilieff, Novia Financial

ETFs are a reality but only if truly accessible to UK investors

Thu, 11/07/2019 - 12:21

Following the recent estimates from BlackRock that indexing and ETFs in UK wealth portfolios will grow by 50 per cent in the next two years, Bill Vasilieff, CEO at Novia Financial comments on the issues of accessibility and stresses the importance of offering fractional trading facilities to investors.   »

Nick Eatock, Intelliflo

Intelliflo poll reveals MiFID II and digitisation top concern for advisers

Thu, 11/07/2019 - 09:51

MiFID II continues to be a challenge for advisers, according to polls among delegates at Intelliflo's recent Change the Game conferences in London and Manchester. »

HSBC Private Banking deploys Finantix Components for new global client wealth management portal

Wed, 10/07/2019 - 10:35

HSBC Private Banking has launched a new global client wealth management portal for its clients powered by Finantix Components. The new portal aims to provide a simplified, seamless and globally standardised platform. »

Mike Foy, JD Power

Study finds US advisers are an ageing population

Wed, 10/07/2019 - 10:16

The US Financial Advisor Satisfaction Study from J.D. Power reveals that the US wealth management industry is facing a generational crisis. »

GPP Wealth Solutions surpasses GBP2bn milestone

Tue, 09/07/2019 - 11:06

Assets on wealth solutions, custody and clearing provider GPP’s wealth platform have passed GBP2 billion in value. »

Ferreol De Naurois, Capgemini

Capgemini report finds individual global high net worth wealth has declined

Tue, 09/07/2019 - 09:36

Overall, global high net worth individual wealth declined by 3 per cent in 2018, after seven years of continuous growth, largely due to a drop in wealth in the Asia-Pacific region, specifically China, according to the latest wealth report from Capgemini. »

GBST adds bond capability to Composer

Mon, 08/07/2019 - 14:02

GBST, which provides financial services technology to the capital market and wealth management sectors globally, is adding new bond capability to its Composer platform.  »

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