Fusion Wealth extends SEI agreement

Fusion share a commitment to innovation and we look forward to working together to provide the best possible solutions for both our existing clients and the new joint venture between Lloyds Banking Group and Schroders.


Dolfin makes waves in bionic wealth

Founded in 2013 and rebranded just two years ago, USD1.7 billion digital wealth manager Dolfin has been making a series of key hires.


Robo-advisers rated

Digital Wealth Insights found that Tiller excels in several areas and applauded the fact that their system enabled customers to create tailored risk-graded portfolios using life goals-based financial planning.


What Alexa really means for wealth management

Smart speakers, like Alexa and Google Home, have made inroads into the consumer market by allowing users to stream music or check the weather with the sound of their voice.


Can Nutmeg conquer advice?

Nutmeg has acquired £1.5bn in assets since launching in 2011 and is the UK’s largest robo-adviser.


Robo-adviser posts £2.3m loss

The robo-adviser, which operates in Canada, the USA and the UK, now manages more than £2bn globally and has 100,000 clients but has not broken down how much of this comes from the UK.


Black Diamond Integrates With Box

Box integration with SS&C Black Diamond enables advisors to access files easily and securely from customizable, cloud-based, all-in-one platform


Bravura to move operations to new London office

The move to 201 Bishopsgate represents both an exciting next step in Bravura’s global growth and development journey, and our continued desire to attract the very best talent to the business.