wealth management Archives | The Fintech Times

£67,625 is the Amount UK People Would Need to Invest Before Seeking Financial Advice

Mark WalkerNovember 12, 2019November 11, 2019

by Mark WalkerNovember 12, 2019November 11, 2019

New research from Nucoro, the Fintech company providing bespoke white-labelled technology, focused on delivering wealth management solutions to third parties, reveals that on average people...

Private Markets are on the Rise Among Wealth Managers

Mark WalkerOctober 24, 2019October 23, 2019

by Mark WalkerOctober 24, 2019October 23, 2019

The conversation on private markets is changing among Wealth Managers, according to a recent report by Delio. Private markets are going mainstream, as Wealth Managers...

UK Retail Investors Switch Wealth Managers due to Poor Digital Experience

Mark WalkerOctober 9, 2019October 8, 2019

by Mark WalkerOctober 9, 2019October 8, 2019

One in five retail investors (21%) claim to have stopped using a wealth management service because its digital offering was too weak. The new research...

Rosecut Launches Offering to Manage Wealth of Under-Serviced £3.2 Trillion ‘Middle Market’

Mark WalkerJuly 19, 2019July 15, 2019

by Mark WalkerJuly 19, 2019July 15, 2019

Rosecut, the wealth management platform powered by artificial intelligence, has launched to meet the needs of affluent ‘middle-market’ investors abandoned by traditional wealth managers and...

TFT Guide to WealthTech

Jason WilliamsMarch 9, 2019March 10, 2019

by Jason WilliamsMarch 9, 2019March 10, 2019

By Shubham Bapna (Contributing Reporter, UK) Wealthtech has always been the star runner in Fintech category after payments and lending. But the trends are now...

Dolfin Appoints Nick McCall as Head of Wealth Management

Manisha PatelSeptember 15, 2018September 13, 2018

by Manisha PatelSeptember 15, 2018September 13, 2018

Dolfin, the independent and agile wealth management platform, announced today the appointment of Nick McCall as Head of Wealth Management. Denis Nagy, CEO of Dolfin...

The Future Of Wealth Management

Manisha PatelSeptember 8, 2017

by Manisha PatelSeptember 8, 2017

We sat down with Ian Ewart, previous Head of Products, Services & Marketing at Coutts, to discuss his current view of the wealth management industry and...

Tag : wealth management

£67,625 is the Amount UK People Would Need to Invest Before Seeking Financial Advice

Private Markets are on the Rise Among Wealth Managers

UK Retail Investors Switch Wealth Managers due to Poor Digital Experience

Rosecut Launches Offering to Manage Wealth of Under-Serviced £3.2 Trillion ‘Middle Market’

TFT Guide to WealthTech

Dolfin Appoints Nick McCall as Head of Wealth Management

The Future Of Wealth Management

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