02/06/2018
The 2017 giving spree was fueled by huge donations from many relatively young major philanthropists who are still accumulating great wealth — and who are likely to make big gifts for years to come.
02/05/2018
“Our unerring focus is moving wealth management and the customer experience into the digital world.”
02/01/2018
Diluted earnings per share were $0.75 in fourth-quarter 2017 compared to $0.55 in fourth-quarter 2016.
02/01/2018
Multrees is offering instant transaction reporting, not just where it acts as a custodian, but for all assets on its platform.
01/31/2018
Expanding data aggregation to serve the accounting needs of endowments & foundations, trust organizations, family offices and other private fiduciaries
01/30/2018
The agreement will help Edelman deliver a state-of-the-art client experience.
01/25/2018
The issue amounts to 122 million euro, whose highest share is Objectway's, with a 18 million euro bond.
01/25/2018
‘PPI Valet powered by WealthBar’ gives advisors online convenience and access to premium investments for clients
01/21/2018
These comments are being echoed by others in Switzerland.
01/19/2018
Most clients would not hesitate to switch advisers for firms with better digital capabilities according to an EY report, which gives five tips for staying ahead of the robo-advice curve.
01/18/2018
Dion´s Real Time Payment Engine seamlessly integrates with three major core banking applications and an additional set of back-office applications.
01/18/2018
The development team is working to custom build client engagement solutions, adapting the software for the needs of the Irish market.
01/18/2018
Financial planner launches robo-advice service
Financial planning firm Symphony has become the latest to enter the growing "robo-advice" melee, launching an online wealth management service to rival competitors such as Nutmeg, Wealthify and Netwealth
01/17/2018
Our success so far, with over 20,000 clients across three geographies, proves that our digital sign-up process via desktop or app is very well accepted.
01/17/2018
Bank Linth two years ago launched a robo adviser, an offering that the bank says has been a success.
01/16/2018
“Using a cloud based technology platform, firms no longer have to worry about the infrastructure and its maintenance.”
01/16/2018
This ranges from expertise in asset management to private equity and real estate investments.
01/15/2018
The number of active users of stock trading transactions via digital channels also increased 18 percent.
01/15/2018
It might seem that high-net-worth investors are unlikely to turn from the trusted wealth managers of Mayfair and the City.
01/12/2018
Tandem is an app-led banking service that lets customers see all their financial information in one place and pro-actively helps them save money.