12/12/2022
The partnership will enable more robust access to one of the alternative investment space’s most compelling asset classes – private equity – with minimum investments as low as $10,000 and without the traditional brokerage, management, an
12/12/2022
Analysing the trend in profits and expenses at major international banks with substantial wealth management divisions points to a big…
12/12/2022
Banks and asset managers must therefore evolve to cover the sphere of private customer needs and place themselves at the center of their financial life.
12/06/2022
The acquisition supports SS&C's position as the leading fund administrator, adding 25 clients and eight employees.
12/05/2022
The company said service would not be affected.
12/01/2022
Donna Bristow describes Broadridge's innovative and flexible wealth management platform
12/01/2022
Their software focuses on analysing risk, building and optimising portfolios, and offering advisory platforms.
11/30/2022
Wealth managers took a different stance though – 45% had a desire for fundamental, prepackaged ESG ratings.
11/25/2022
The latest offering – exclusively available in Asia – is part of HSBC’s broader plan to extend its private banking capabilities to the affluent and high net worth segment.
11/24/2022
SS&C Global Investor and Distribution Solutions (GIDS) will provide transfer agency services for a GBP28 billion portfolio
11/24/2022
Satisfaction was highest among Gen Y at an average score of 760 of 1,000, followed by Gen Z at a score of 720.
11/23/2022
With this investment, Fairmat aims to become a key player in the circular economy, taking a tech evolutionary leap in the recycling of advanced materials.
11/23/2022
Poll finds mobile apps should be a priority for businesses looking to draw in and keep younger investors
11/22/2022
One that gives clients all the benefits of a face-to-face service
11/21/2022
Philippines-based financial services provider selects SS&C Aloha to power new wealth business
11/17/2022
UBS’s financial advisors will now have access to comprehensive analytics, which will help them more effectively visualize their clients’ investment performance, cash flows, and worth, while assessing the opportunities and risks across their po
11/16/2022
In Southeast Asia, this trend has extended beyond the regional hub of Singapore to various onshore markets.
11/16/2022
Self-funded until now, Villis wants to secure private investment in the first quarter of next year.
11/16/2022
iCapital and Insigneo both recognise a growing demand for LATAM’s private market and hedge fund investments.
11/08/2022
Digital Wealth Platform Provider's finTAMP Delivers Best-in-Class Network For Wealth Managers, Investors In Search of Highly Customized Solutions