Novia platform launches new client portal 06/02/2015 Novia, a wrap platform, has launched “Investor Zone,” a new client portal. It is designed to give investors online access to the details on their portfolio (including trades, up-to-date valuations and withdrawals) as well as any documents relating to their portfolio.
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.