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Tag Archives for: "Wealth Wizards"
Home » Wealth Wizards
 Credit Suisse, Blackrock, Close Brothers, McKinsey, UBS in Investments this week
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By Fintech Man
In Wealth management
Posted 28 July, 2017

Credit Suisse, Blackrock, Close Brothers, McKinsey, UBS in Investments this week

Credit Suisse has introduced a four-step digital onboarding service for new clients offering a paperless, 15-minute sign-up process. The service is initially aimed at private individuals [...]

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 Mortgage Brain’s sell off, Mortgage forecasts and Wealth Wizard’s paraplanner on Lending and Investments
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By Fintech Man
In Uncategorised
Posted 12 May, 2017

Mortgage Brain’s sell off, Mortgage forecasts and Wealth Wizard’s paraplanner on Lending and Investments

Mortgage Brain, a software developer co-owned by Barclays, Lloyds Banking Group, Nationwide, Royal Bank of Scotland Group, Santander and Virgin Money, is working with advisers from Deloitte on a [...]

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