09/15/2017
ING moves into digital wealth management with Scalable Capital
If the pilot proves successful, the bank will look to introduce it across other European markets he says.
Wealth & Asset Management
09/15/2017
Close Brothers TS strengthens customer data security ahead of GDPR
This new partnership with DataRaze is just one example of how we are expanding our data security processes for customers in preparation of the introduction of stricter regulations under GDPR.
09/15/2017
Royal Bank of Canada pilots AI-powered finance guide
Based on predictive analysis of individual behavior and spending patterns, the Personetics solution enables RBC to provide clients with an effortless way to maximize savings, while ensuring that sufficient funds are available to cover future expenses.
09/15/2017
Lugano private bank launches bitcoin trackers
The exchange traded notes are both traded on the Nasdaq OMX.
09/13/2017
WDX, Ranks No. 18 in the 2017 Tech TRack 100 by Sunday Times and Sets for further Significant Growth
WDX has always been and remains profitable and cash positive and is 89% owned by the company’s original founders.
09/13/2017
Swiss super-rich want slice of cryptocurrency boom
The main cryptocurrency players in Switzerland are companies that specialise in the new digital asset - but also increasingly, the ultra-wealthy or institutional investors, including some mainstream banks.
09/12/2017
SS&C Announces Revolutionary Order Creation Solution
SS&C delivers a new solution that transforms rebalancing and portfolio construction for Investment Managers
09/11/2017
BBCI chooses the OLYMPIC Banking System
After a rigorous evaluation process, the OLYMPIC Banking System was selected based on its broad functional coverage and technological strengths.
09/06/2017
Wealth-X Launches Application on the Salesforce AppExchange
Wealth-X customers can now benefit from access to a global database of curated research
09/06/2017
Technology provider of the year: Privé Managers
Structured Products Asia Awards 2017: Risk profiling has grown in importance as the industry moves towards payment for portfolio advisory, making Privé Managers enormously innovative application of technology both timely and smart
09/05/2017
Barclays and Credit Suisse heavy-hitters team up to tackle traders’ bad behaviour
Steve Aldridge, the former head of macro eSales at Credit Suisse, is the latest senior markets professional to join SafeScribe
08/31/2017
Developing technology with advisors at heart
They balance the multiple roles, driven by common beliefs that advisors need better technology to stay competitive and that they can help them better than anyone else.
08/30/2017
Julius Baer expert: artificial intelligence is undervalued
Vallesi said that there are three drivers that will bring AI forward over the coming years: data abundance, increasing computing power and improved algorithms.
08/30/2017
Hybrid digital wealth manager reaches $5 Billion in AUM
Digital Wealth Manager Adds $2 Billion in AUM in Under One Year
08/29/2017
Top China-based Asset Management Firm Extends Partnership with SS&C
Financial services organizations in China have been leveraging SS&C HiPortfolio for more than a decade.
08/29/2017
Wealth manager lets clients see all assets in one place
The portal safeguards data by using bank-level security and 128-bit encryption.
08/28/2017
Ex-Merrill Lynch WM Chief Raises $32.5M for Robo
Ellevest is entering a crowded space that includes venture capital-backed robo-pioneers Wealthfront and Betterment
08/28/2017
ERI and SWISSCOM unveil ITO & BPO offering
Financial institutions will be able to pick and choose the services they require and by doing so, fine tune their business model to their specific needs.
08/28/2017
How Canadian online investment manager is preparing to break the UK
The Canadian investing platform is coming to the UK next month, can it blow the competition out of the water?
08/28/2017
AnalytixInsight Announces Content Agreement With Africa Investor
The partnership will kick-off with the participation of AnalytixInsight in the Ai CEO Institutional Investment Summit meeting on September 18-19 in New York.