JPMC Hops On Robo-Advisor Bus

The service, piloted as JPMorgan Digital Investing, is the latest in a number of online investing tools called robo-advisers that firms offer as a low-cost way to get basic advice and automated portfolio management.


UBS SmartWealth wins award

Investments are managed by the same global team of experts who manage the wealth of UBS’s high-net-worth client base.


Dirk Klee: «We Built Sort of iPhone»

Talented private bankers are hard to come by, so they need to be equipped with digital tools, UBS wealth management operating chief Dirk Klee tells finews.asia.


Utmost Wealth and Generali PanEurope to merge

Life Company Consolidation Group is to acquire Generali PanEurope with plans to create a specialist wealth manager by combining it with Utmost Wealth Solutions in a show of “commitment to the international life market”.


Chilton Trust Company selects digital wealth platform

The firm has instilled a client-centric culture, and is using the platform to ensure it offers the right, scalable services to clients today, while also future-proofing for the next generation of investors.