A new range of technology tools is now available to help wealth managers manage private clients’ money in a more efficient manner

Technology can help relationship managers to provide clients with a more personalised service, claims Alessandro Tonchia, co-founder of Finantix

Wealth managers have faced considerable challenges in their digital transformations but an expert panel PWM pulled together agree banks are on the right track while the pace of innovation is increasing

Clients of all sizes now expect wealth managers to provide meaningful digital capabilities and the opportunities for firms which get their offerings right  are considerable   

The Isle of Man has big plans for its digital economy and a new initiative aims to get blockchain businesses to set up on the island

Technology firms are increasingly collaborating to meet the needs of their client base. Both vendors and their customers, including wealth managers, stand to benefit

Technology is creating new markets for wealth managers and allowing participation in others which were previously considered unprofitable

Digitalisation is important, says Citi’s Luigi Pigorini, but has its limits and one-to-one contact with clients is actually increasing

The potential is there for technology to usher in a new type of relationship between clients and relationship managers, but there is a danger of losing the human element from wealth management

Senior wealth management executives must show frontline staff that technology can empower them and need not be feared

Technology stocks have regained the ground they lost late last year, but will the FAANGs – Facebook, Amazon, Apple, Netflix and Google – retain their pre-eminence?

New tools to empower relationship managers already exist. Without them, they will not be able to compete

The key to instilling an innovative culture at the heart of a bank is to do things from the customers’ point of view, believes ING’s chief innovation officer, Benoit Legrand

Client lifecycle management systems can bring cost savings and provide wealth firms with a better understanding of customers

Research suggests investors are more comfortable sharing their personal data than wealth managers realise

Technology is disrupting almost every industry, yet most investors are underexposed to tech stocks. Do recent corrections provide a buying opportunity?

Data is the most valuable asset some companies hold, but do senior executives really know how their digital defences stack up?

Portfolio management systems have come a long way, but must continue to evolve if they are to deliver in the digital era

Wealth managers have relied on a series of assumptions, many of them misplaced, about the way their clients want to use digital. It is time for things to change

In terms of technology, Hong Kong has fallen behind both mainland China and rival Singapore. But the territory has a habit of reinventing itself