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Ada King – the voice of IT: Technology and conduct risk…Can it help? 14/01/2015
Ada King - our regular wealth management IT expert

Geneva private bank falls victim to attempted cyber attack 13/01/2015
The Banque Cantonale de Genève (BCGE) has been the victim of an attempted cyber attack and “further attempted coercion”. However, the bank said it had “repelled” both attempts. It added that further protective measures were now in place for the clients concerned.

Lighthouse signs robo-adviser deal 12/01/2015
Advice provider Lighthouse Group has signed a deal with online financial advice company Money on Toast to provide individual savings account and general investment account planning advice via an online process.

White label report 'crucial component' of new portfolio reporting design - Pershing 12/01/2015

Software firm launches upgraded investment management platform 07/01/2015
Financial solutions provider PROFILE Software has upgraded its wealth and asset management platform, IMSplus2.1, boosting STP (Straight Through Processing) for front to back operations and increasing web and mobile functionality.

US wealth technology firm acquisition to combine the 'Traditional with the Robo Adviser' 19/12/2014
Vanare, a wealth management technology platform for investment advisors, has acquired NestEgg Wealth

Ada King – the voice of IT: Do we really know what we are talking about? Two topics where we really don't. 18/12/2014
Our regular wealth management IT expert's column

Barclays to introduce smartphone cheque payment system to wealth management from 2015 05/12/2014
Following the success of Barclays’ cheque imaging service, which allows cheques to be paid in with the use of a smartphone, the initiative is to be extended to wealth customers from early 2015.

Private banking on the cusp of great change - Crealogix 05/12/2014
Private banking is embarking on a "digital journey" akin to the upheaval in news, books and music publishing over the past 20 years according to ebanking provider Crealogix.

Coutts claims a first with customer video conferencing initiative 01/12/2014
Coutts is to launch a pilot scheme that enables it to video call their adviser through their mobile device, tablet or PC.

 
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