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The challenges of online investment advice - keeping it personal is key 14/07/2014 A growing number of online platforms in the UK are looking to provide individuals with simplified investment advice. Barclays launches wealth app 08/07/2014 Barclays has launched its mobile banking application for UK high net worth clients. London-based wealth manager enhances platform with portfolio modelling software 30/06/2014 London-based wealth management group, Credo has made several enhancements to its platform used by financial intermediaries, including wealth managers, family offices, financial advisory firms and trust companies. BHF-Bank selects Avaloq Banking Suite for new banking system 27/06/2014 Frankfurt-based BHF-BANK has selected the Avaloq Banking Suite as its new banking solution. It will be operated as a managed solution by Avaloq Sourcing (Deutschland) AG. Wealth managers need better apps to tap into mobile high net worth generation – research 12/06/2014 Wealth managers need to create more sophisticated mobile apps, Swiss research company, MyPrivateBanking found. Multrees Investor Services enhances service proposition with online portal 03/06/2014 London-based Multrees Investor Services, an independent custody and consolidated reporting specialist that targets wealth managers and family/private offices, has enhanced its service offering by launching Multrees Compass, an online interactive web portal. This will transform wealth advisers’ experience and help them manage their clients’ assets more efficiently, says the firm.
Brewin Dolphin pulls out of IT plans at £32m cost 13/05/2014 Brewin Dolphin has pulled out of its plans to implement the JHC figaro software for the group’s discretionary wealth management business. Banks ignore the impact of the mobile revolution on their customers – research 08/05/2014 Only a small number of leading retail banks have made significant progress in their mobile app offerings since 2013, according to MyPrivateBanking Research. AXA Wealth launches investment app 02/05/2014 A new investment app has been launched by AXA Wealth to help clients view their current investment portfolio on the move. Wine investment and exchange platform launches Hong Kong version 08/04/2014 Wine Owners, an online fine wine exchange and portfolio management solution, is to launch a bespoke region specific branch of www.wineowners.com.
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