Wealth Management
Best Practice | 16 Jun 16
Enhance Group launches investment advice service in London
Jersey-based private wealth services firm Enhance Group has launched a new investment consultancy business, located in London, which will provide institutional-style investment advice to high net worth individuals and families.
HK rules seen as bottleneck to rise of robo-advisers
Hong Kong regulations require human involvement rather than an automated process in order to provide wealth management services, said iFast Financial (HK) chief operating officer Kelvin Yip.
Investment | 13 Jun 16
Wealth management needs ‘uber’ moment to attract millennials
Millennials, the generation aged 18-34, need a “one-stop shop” where they can go to find information on how to invest, the UK’s Wealth Management Association (WMA) has urged.
Best Practice | 1 Jun 16
Wealth managers way behind digital trend, PwC says
Wealth management is one of the least tech-literate sectors of the financial services industry, and is falling well behind non-financial services industries, according to a new report from PwC.
Middle East | 26 May 16
AES picks Xplan software to automate its business
AES International has decided to implement the advice and wealth management platform Xplan, developed by Australian technology company IRESS, to help remove time-consuming manual processes across its business.