02/26/2019
Swiss private bank inks partnership for digital asset services firm
Julius Baer will enter into a partnership with SEBA to take advantage of their innovative platform
Wealth & Asset Management
02/26/2019
Top Liechtenstein Bank Announces Launch Of Institutional-Grade Cryptocurrency Exchange
DLT Markets provides institutional clients with automated multi-exchange access
02/26/2019
Keeping Pace with Asia’s Evolving Robo-Advisory Regulatory Landscape
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
CreditEase Wealth Management Receives Three Best Wealth Manager Awards
Our "Three Golden Principles for Asset Allocation" remain a cornerstone for our wealth management business
02/25/2019
Back to…Crypto!
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
Envestnet | Tamarac Announces Agreement to Acquire PortfolioCenter® from Schwab Performance Technologies
The agreement with Envestnet | Tamarac supports this strategy, given their history of innovation with advisor portfolio management solutions.
02/22/2019
Jersey Finance’s Head of Technical Wins Gold
To have won this award is clearly very positive for me personally
02/22/2019
Considerations for wealth managers to improve their technology stance
Various industry reports suggest that wealth managers are still lacking in confidence when it comes tackling cyber threats.
02/22/2019
Wealth managers face tsunami of change in digital age
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
Liechtenstein Bank Creates Cryptocurrency Trading Platform for Institutional Investors
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
Iress eyes DFM growth to boost profits
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
Wealth management fintech iFast Q4 profit climbs 46% to $2.6m
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
Liechtenstein’s LGT goes live with Avaloq Banking Suite in Austria
The roll-out complements similar activation projects for LGT with Avaloq in Liechtenstein, Switzerland, Singapore and Hong Kong.
02/18/2019
Wealthtech Nutmeg Doubles Down With Goldman's Investment For Global Expansion
The move will likely see Goldman position Nutmeg alongside its retail savings platform Marcus.
02/15/2019
Top 5 Lessons Private Banks Can Learn From Fintech
There are also several white-label innovations which can be plugged in to private banking platforms
02/13/2019
Wealth Managers’ Headaches, Opportunity From Tech
A boom in Artificial Intelligence is opening up another yawning skills gap in the wealth management industry.
02/13/2019
Multrees Investor Services completes platform migration for Saltus in just 3 months
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
Digitalized Global Wealth Management platform Wins 10 awards
We are very proud of our global investment team with such great achievement.
02/11/2019
Profile expands its Partner Network in Europe and Asia
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.
02/11/2019
Dunstan Thomas launches Integro CX
Integro CX is designed for integration with existing Imago Illustrations and Administration modules and offers a suite of ready-to-use plug-ins to enable creation of highly functioning, feature and data-rich customer and administrator user experiences.