05/25/2022
With its successful listing, EPIC Suisse AG becomes the third company to list on SIX Swiss Exchange this year, thereby increasing its peer group of listed companies in the real estate sector. The opening price was CHF 68.00, resulting in a market capitali
05/25/2022
Currently, Bibit’s services include acting as a robo-advisor for helping first-time investors build a portfolio
05/24/2022
The bank’s established branch network and early entry put it in a strong position to quickly respond to this market opportunity.
05/20/2022
The RIA's team acknowledges that wealth protection and client understanding are core elements of a financial plan.
05/20/2022
Swiss asset manager Julius Baer is set to offer cryptocurrency exposure to its high-net-worth clientele.
05/19/2022
As Manulife unveils savings product in the Special Administrative Region.
05/19/2022
Fast-Growing Independent Wealth Management Firms Utilize Technology and Tools to Drive Scalable Growth
05/19/2022
Temenos open platform gives Mirabaud agility to adapt to changing investment opportunities and client expectations
05/18/2022
Adam explains the rationale behind the Trading InfoSnack publication series and speaks about the latest research piece
05/18/2022
WealthDesk will continue to remain an open platform for all players, and founder Ujjwal Jain will continue leading the company
05/18/2022
New ETF Suite Leverages Proprietary Factor-Based Approach
05/18/2022
Fast-Growing Independent Wealth Management Firms Utilize Technology and Tools to Drive Scalable Growth
05/17/2022
Although Asian semiconductor and IT stocks have had a turbulent few months, Schroders sees the sector as a long-term winner.
05/16/2022
Wealth management technology enables wealth firms to provide enhanced services leading to outsized growth. In recognizing the value of CapIntel’s sophisticated platform, CI Global Asset Management continues to keep a pulse on leading FinTech.
05/13/2022
Technology is the answer for wealth management, as much as it is for any other industry seeking to target and serve clients in a more personalized way.
05/13/2022
Radicant, a purely digital company co-founded and led by CEO Anders Bally, is organizationally independent of BLKB
05/13/2022
The potential of being overtaken by a third party is a deep-seated fear. It is like losing a job to technological progress.
05/13/2022
As part of this industry research, the authors identify ten trends in these four distinct areas for 2022 and beyond.
05/12/2022
Endowus hires Sean Wong as head of investments and Min Axthelm as director of research, according to a statement.
05/12/2022
TownSquare’s full-service investment and trading platform will add $6 billion to Orion’s $60 billion in TAMP assets