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EXCLUSIVE: Facebook drops out of favour but wealth management social media usage is on the up despite regulatory concerns, 2014 PAM Insight Social Media Survey shows 21/11/2014
Social media usage in the wealth management sector has increased in the past twelve months despite ongoing concerns about regulation and compliance, according to the 2014 PAM Insight Social Media Survey.

Fusion Wrap Platform to offer access to Quilter Cheviot's Managed Portfolio Service 19/11/2014
Discretionary investment firm Quilter Cheviot has partnered with Fusion Wealth to provide advisers with access to its Managed Portfolio Service (MPS) via the Fusion Wrap.

Wealth management and social media – discover what the sector and the FCA thinks 12/11/2014
The Financial Conduct Authority (FCA) will be amongst the participants in the panel discussion at the second annual Social Media Forum organised by PAM Insight and Citigate Dewe Rogerson.

Northern Trust on social media for business growth: A 'how to' guide with Hearsay Social 06/11/2014
Speaking at Marketforce’s 12th annual ‘The Future of Private Banking’ conference (3/11/2014), Sheryl Larson, head of marketing and communications, Northern Trust and Miguel Cancino, solutions consultant at Hearsay Social, a financial services specific social media management platform, gave their advice for a successful adoption of social media.

The future of private banking in the digital era, according to Coutts' Joe Norburn 05/11/2014
“Digital is critical, the traditional model is no more.” If there was one message that resonated above all others at yesterday’s ‘The Future of Private Banking’ conference (3/10/2014), it was that of Coutts’ managing director, digital & front office solutions, Joe Norburn. But whether this prospect manifests itself as complementary to - or a replacement of – the centuries-old sector was the real concern.

Trio merge banking expertise to launch IT-based investment advisory platform 31/10/2014
Liechtensteinische Landesbank, Avaloq and swissQuant Group have collaborated to develop a future-oriented IT platform for investment advisory.

Wealth management and social media – discover what the sector thinks 20/10/2014
PAM Insight is seeking your views for its second annual survey into the use of social media within the wealth management sector, in association with Citigate Dewe Rogerson.

Van Lanschot launches wealth planning app 13/10/2014
Dutch private bank, Van Lanschot, has launched a wealth planning advisory app which it says will meet the growing need of clients for wealth creation as well as preservation.

New market trading platform offers UK investors access to Israel's booming private hi-tech company sector 12/09/2014
PrivatEquity.biz, which claims to be Israel’s first secondary market trading platform for private equity, has expanded its activities in the UK.

UK online financial advice service launches 26/08/2014
Bristol-based online UK financial advice provider Wealth Horizon has launched.

 
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