08/18/2017
The structured securities allow buyers to alter parts of the profiles of underlying bonds, by for example turning coupon payments into floating from fixed or switching returns into other currencies.
08/18/2017
Heat-sensing ‘OccupEye’ records usage, promotes ‘hot-desking’
08/17/2017
The number one priority for many wealth management and advisory companies is around focusing on the customer and finding ways to differentiate themselves against the competition.
08/17/2017
Our global market information platform for institutional and retail brokers, investment managers and advisers.
08/16/2017
We are pleased to add Ether, Litecoin and Bitcoin Cash to our services
08/15/2017
The best way to illustrate the failure of the banks to adequately capitalise on the wealth-management opportunity is to compare their recent performance in wealth against life insurer and funds manager Challenger.
08/15/2017
XPLAN Prime allows financial advisers to deliver objectives-based scalable advice to meet a range of client needs and save significant time, by leveraging the advice capabilities of the XPLAN platform.
08/14/2017
Here are some of the ways blockchain could revolutionise wealth management.
08/13/2017
Finance industry says artificial intelligence will create more opportunities
08/11/2017
This is the first time that wealth managers and private bankers will be able to access detailed and timely risk data on-the-go
08/10/2017
What about investing in bespoke digital initiatives to win a new generation of wealthy clients?
08/09/2017
The changes in asset management are not only fundamental, they are life threatening: the latest wave of mergers and takeovers should set the alarm bells ringing for an industry which already sees itself under threat.
08/08/2017
In terms of number of clients
08/08/2017
LGT will be specifically using the Regulatory Reporting functionality for Singapore and Hong Kong.
08/07/2017
He makes it no secret that the BNP Paribas expansion strategy is deliberate and the company is exposed to blockchain "in every way possible."
08/07/2017
The brokerage’s wealth management model is based on personal relationships, so advice without human input goes against its culture and business model, according to Davenport and Bean.
08/04/2017
New York startup aided Japanese company with successful financial tech fund
08/04/2017
The firm has reported total losses of £6.4 million in 2016, but claims this was in line with its agreed targets.
08/04/2017
Trio of partnerships offers Thomson Reuters customers the resources to grow managed accounts revenue; bolsters portfolio of service provider partnerships.
08/03/2017
UBS Chief Operating Officer Axel Lehmann says AI will "fundamentally change the banking business"