robo-advisors

Feb 16, 2022

FundingWealth management platform FNZ has completed a $1.4 billion equity funding round that gives the company a valuation in excess of $20 billion.

Feb 09, 2022

Cryptocurrencies2One of the last remaining, large-scale independent players in the robo-advisor market has announced a move into the cryptocurrency market.

Feb 02, 2022

Robo-adviceSwiss bank UBS has become the latest mainstream player to buy into the robo-advisor market after announcing the acquisition of US-based Wealthfront in a $1.4 billion cash deal.

Dec 01, 2021

Online investingCompetition in the UK’s online investment market is set to intensify further after online stockbroker AJ Bell announced plans to launch a commission-free investment app targetting retail investors.

Sep 01, 2021

14.10 handshakeThe former IT director of Hargreaves Lansdown and the former UK managing director of eToro have been recruited by micro-investing platform Wombat to serve on its advisory board.

Jun 30, 2021

DataFinancial data company Refinitiv has set its sights on the wealth management market with the launch of a web-based data and analytics platform aimed at active retail investors.  

Jun 24, 2021

JP MorganUK-based robo-advisor Nutmeg has been acquired by JP Morgan Chase to form the basis of the bank’s digital wealth offering outside of the US.

Apr 28, 2021

Robo-adviserUK-based digital wealth manager Nutmeg has surpassed £3 billion (€3.48 billion) in assets under management and seen 72% growth over a year.

Mar 26, 2021

Working_from_homeOne year on from a global move to home working, FundsTech asked the industry’s leading figures what 2020 meant for them and their hopes for the year ahead.

Mar 26, 2021

Specialist_fund_admin_roundtable_Feb_2021Our expert panel looks at how the specialist fund admin industry is handling issues such as technology and cyber crime, discusses the threat of global competition and lays out an agenda for the year. Chaired by Alex Rolandi.

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Most read features

Cryptocurrencies: Solving crypto’s sustainability problem

Cryptocurrencies like bitcoin have a huge carbon footprint but, as Nicholas Pratt discovers, environmentally friendly alternatives exist.

Roundtable: The digital transformation opportunity

The funds industry is looking at adopting new types of technology, from automation to ESG reporting, blockchain and tokenisation. A FundsTech roundtable in March explored how these will revolutionise the sector.

Proxy voting: Making every vote count

With stewardship more important than ever and digital technology to the fore, surely it is time to solve the problem of proxy voting? Nicholas Pratt investigates.

Interview: Rise of the robo-adviser

FundsTech talks to Nutmeg’s CTO, Matt Gatrell, about the role of technology in its online offering.

Regulation: Panel calls for simplicity in ESG reporting

The industry accepts the need for more rigour in ESG fund reporting, but the work will be pointless if investors don’t understand the end result. Nicholas Pratt reports.

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