Aviva Digital sees the advice-driven model of selling investments is experiencing a resurgence.
Co-founder Ned Lowe says the ambition is to service much larger buy sides, taking on established vendors and prime brokers.
Video: Dennis Wu explains how data is helping new companies take marketshare in wealth management.
Boston-based ILA will launch a fund providing actively managed portfolios of loans sourced from U.S. online marketplaces.
Private banks use the service to cater to the top segment of wealth, but Prive CEO Charles Wong argues the economics of software make these tools marketable to...
DarcMatter's online network matches LPs such as family offices with alternative asset managers.
Deutsche Bank is about to launch a new digital interface for its high-net-worth clients, starting in Hong Kong and Singapore.
UBS roadtests a RegTech startup, FinChat, to bring the use of messaging apps into compliance.
UBS Wealth Management is piloting a PoC to enable monitoring of chat messages between relationship managers and clients.
Fang Yihan, CEO at the Beijing-based company, tells DigFin her goals for 2020.