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Multi family office launches new corporate financing product 20/03/2015
The specialist division of the multi-family office added a corporate side to the asset finance offering.

In robo-adviser wars, the wealth managers strike back 19/03/2015

New online service offers DIY investors access to the secrets of investment gurus 18/03/2015
It would be difficult to find an investor that does not want to replicate the success of ‘investment gurus’ such as Warren Buffet. A new free online service has launched with the aim of allowing self-directed, or DIY, investors the chance to discover the secrets of these legendary investors and to replicate their strategies.

Multrees chooses Babel Systems' platform 18/03/2015
Multrees Investor Services has chosen Babel Systems securities processing platform .

Credit Suisse starts global rollout of private banking app for clients, iPad will be first device used 18/03/2015
Credit Suisse has started rolling out its global digital private banking platform for clients, in what it called a new private banking service delivery model.

Wealth management IT firm appoints client relationship manager 17/03/2015
JHC, an IT solutions provider for the wealth management industry, has hired Geoff Walker as client relationship manager. He will be based in the firm’s London office.

Julius Baer selects Swiss reporting provider 16/03/2015

FCA publishes social media guidelines 13/03/2015
The Financial Conduct Authority (FCA) has responded to demands for increased social media engagement within the financial services industry by publishing a series of guidelines which aim to assist firms and ensure they are compliant with financial promotion requirements.

Wealth Management Big Data service launches in London 10/03/2015
Wealth search firm BizEquity is hoping to become the ‘Google of business valuations’.

Ada King – the voice of wealth management IT: How old are your systems? Is it time to start again? 09/03/2015
Much as we may wish to make a new beginning, some part of us resists doing so as though we were making the first step toward disaster - William Throsby Bridges

 
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