02/27/2019
The SEI Wealth Platform continues to gain significant market momentum. Of the 48 signed global clients, 38 private banking firms are installed, and another ten clients are in various stages of implementation.
02/26/2019
Julius Baer will enter into a partnership with SEBA to take advantage of their innovative platform
02/26/2019
DLT Markets provides institutional clients with automated multi-exchange access
02/26/2019
In the high net worth individual (HNWI) customer segment, human connection and the relationship are essential in gaining the customer’s trust.
02/25/2019
Our "Three Golden Principles for Asset Allocation" remain a cornerstone for our wealth management business
02/25/2019
The Canton of Zug, also known as the “Crypto Valley” is currently the only Canton in Switzerland accepting contributions in kind using cryptocurrencies such as Bitcoins, Ethereum or Ripple.
02/22/2019
The agreement with Envestnet | Tamarac supports this strategy, given their history of innovation with advisor portfolio management solutions.
02/22/2019
To have won this award is clearly very positive for me personally
02/22/2019
Various industry reports suggest that wealth managers are still lacking in confidence when it comes tackling cyber threats.
02/22/2019
A 2018 survey from fintech firm InvestCloud reported that the investment management industry is drastically under-prepared to cater to the digital needs of the next generation of investors – not only in the US, but also in the UK.
02/22/2019
A private bank in Liechtenstein has established a cryptocurrency trading platform for institutional investors. Balzers-based Bank Frick will offer the service through its new subsidiary DLT Markets AG.
02/21/2019
In 2018 results posted today, Iress reported a group revenue of AUD$464.6m (£252.8m), up 8 per cent on 2017.
02/20/2019
The group's China operations was loss making for the quarter, though it narrowed its loss slightly to $1.12 million, from a loss of $1.14 million for the year-ago period.
02/19/2019
The roll-out complements similar activation projects for LGT with Avaloq in Liechtenstein, Switzerland, Singapore and Hong Kong.
02/18/2019
The move will likely see Goldman position Nutmeg alongside its retail savings platform Marcus.
02/15/2019
There are also several white-label innovations which can be plugged in to private banking platforms
02/13/2019
A boom in Artificial Intelligence is opening up another yawning skills gap in the wealth management industry.
02/13/2019
A dedicated project team from Multrees worked closely with Saltus so that the business could select exactly which services were right for them.
02/13/2019
We are very proud of our global investment team with such great achievement.
02/11/2019
Profile Software is committed to delivering value-added products and services to the Financial Services firms that boost productivity and meet demanding needs to help them expand their services.