APIs, cloud-based tech and data analysis provide the opportunity to create a truly different wealth management experience that is more intuitive, interactive and insightful than anything on offer today, writes Mark Knowlton
The wealth management industry is on the brink of transformation, with changing investor demand, regulation and new technology sounding the death knell for giant, monolithic ‘one size fits all' platforms....
Putting the tech into protection
Square Mile’s series of informal interviews
Fallout from Haywood suspension
Launching later in 2019
£80bn funds under calculation