Technology

A roundup of the latest fintech and wealthtech news...

Goldman Sachs has plans in motion to offer bitcoin-based investments to its wealth management clients.

A roundup of the latest wealthtech stories…

Wealth managers must master hyper-personalisation in order to retain revenues during the great wealth transfer. 

A rundown of the most-read stories on our sister site eprivateclient from the past week...

A roundup of the latest wealthtech stories…

Julius Baer has introduced a guided digital onboarding process for clients, including a complete video identification service, saying it is among the first in the industry to do so.

QUO, a software-as-a-service platform from TradingScreen (TS), an all-asset class execution and order management system, has launched a new web solution.

Recent reports have suggested that London is faring badly in the wake of Brexit. Once Europe’s main centre for share trading, London has quickly been usurped by Amsterdam as more than €8 billion a day of EU share dealing moved back inside the union.

On the face of it, the wealth management industry has made strides in the delivery of multi-channel services and solutions over recent years.