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Tag Archives for: "Fidelity"
Home » Fidelity
 UBS, Credit Suisse, Brewin Dolphin, Fidelity in Investments this week
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By Fintech Man
In Wealth management
Posted 6 December, 2017

UBS, Credit Suisse, Brewin Dolphin, Fidelity in Investments this week

UBS has said it will provide personalised recommendations and advice through its robo-advice website, not just guidance. The SmartWealth app recommends users one of five multi-asset strategies [...]

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 Fidelity, RBR Capital and JP Morgan in Investments this week
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By Fintech Man
In Wealth management
Posted 26 October, 2017

Fidelity, RBR Capital and JP Morgan in Investments this week

Fidelity is using virtual reality, built on the Google Daydream headset, to transport staff into the homes of fictional customers so that they can see the impact of their responses to queries [...]

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 Aviva, Barclays, Fidelity, Nutmeg in Investments this week
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By Fintech Man
In Wealth management
Posted 13 October, 2017

Aviva, Barclays, Fidelity, Nutmeg in Investments this week

Aviva has acquired a majority stake in the robo-adviser, Wealthify, for an undisclosed sum. The robo-advisor, which offers retail investors access to a number of savings and investment plans will [...]

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