wealthtechRSS

RBS unleashes robo-advice service via NatWest brand

rbs 2

Wealthtech is coming to the UK high street as Royal Bank of Scotland (RBS) has launched a robo-advice service for around five million customers under its NatWest brand. The service will be available for clients with a minimum of £500 to invest. The total cost of advice, investment and platform fees will be at 0.95%. […]

InvestCloud goes Neon and Gray for wealthtech way

Investcloud

US-based InvestCloud has released two new lines of financial apps – Gray and Neon – to run on its digital platform. InvestCloud Gray digitises client interactions, providing a platform for wealth managers. While InvestCloud Neon enables wealth managers and financial institutions to automate trading, accounting and middle-office workflows. It also supports the real-time processing of […]

Supplement: Inside ETFs Europe Industry Report

Inside ETFs Europe

Inside ETFs has produced a dedicated industry report for its 7th annual Inside ETFs Europe conference, Europe’s largest and most-respected exchange-traded funds (ETF) conference.

Aegon opts for Wolters Kluwer’s OneSumX for operational risk

aegon logo

Pension, insurance and investment management firm Aegon is replacing its local risk systems with Wolters Kluwer’s OneSumX for operational risk management. Charles Garthwaite, global head of operational and conduct risk at Aegon, says his company needed “a global solution” that could “comprehensively manage Aegon’s requirements”. Following local implementations in the UK and within its asset […]

The UK Robo-Advice Innovation Forum: key takeaways

Will robo-advisors stand the test of time?

Distilling some of the debates and discussions and showing how robo-advice is changing wealth management and indeed impacting the banking sector.

Kamco to revamp investment tech with Finastra

Finastra's treasury tech live at Yoma Bank

Kamco, an investment company in Kuwait with $10.4 billion in assets under management (AUM), has selected Finastra’s Fusion Invest platform.

Warwyck Private Bank signs for ERI’s Olympic core banking system

New wealthtech deal for ERI in Mauritius

Mauritius-based Warwyck Private Bank has signed a deal with Swiss banking software tech vendor ERI to implement its Olympic core banking system.

Regions Bank completes wealthtech modernisation project with SEI

Regions Bank in wealthtech  overhaul with SEI

US-based Regions Bank has gone live with the SEI Wealth Platform, following an 18-month transition of its private wealth, asset management and institutional services businesses to the new platform.

Why financial services should be terrified of dispensing wealth management robo-advice

Green Robot

Robo-advisors are software programmes that provide financial advice with minimal human intervention. Software has been providing advice for half a century, from portfolio management to trading strategies to currency management, and more. The novelty is providing robo-advice direct to consumers. Robo-advice costs less than “bricks & mortar & human” services, hopefully harvesting a bigger market. […]

Blooom surpasses $1bn in assets under management

Blooom

Wealthtech company Blooom says it has surpassed the $1 billion assets under management milestone.

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