01/05/2022
Powered by Avaloq’s core banking system, the wealth management platform will initially be used to serve private banking clients in Hong Kong and Singapore, before scaling to serve onshore Taiwan clientele.
01/04/2022
The transaction will strengthen SS&C ALPS Advisors' ETF offerings
12/28/2021
The three phases process started by deploying the Portfolio Management component to serve advisors with insights, relevant and actionable information to respond to client preferences with a personalised advisory service.
12/22/2021
This will provide FNZ with the opportunity to expand its product and service offering to both existing and future clients and accelerate the growth and reach of its global capabilities in listed securities trading and post-trade processing.
12/22/2021
The pandemic highlighted how much was lacking in digital banking facilities provided to SMEs
12/22/2021
Looking Beyond Functionality as You Evaluate Family Office Technology Providers
12/21/2021
Living Wealth gives Pascal a new digital tool that empowers advisors to go deeper with their clients, to deliver the personalization that is necessary for advisor success
12/16/2021
Disruptive "FinaMaze Top VC Booster" to allow individual qualified investors to invest in Smartfolios with exposure to MENA top VC funds and to the most promising MENA startups, starting from $ 10,000
12/15/2021
With this new development, Objectway strengthens its position in the Benelux region as trustworthy provider of reliable solutions in the Wealth Management space.
12/15/2021
When it comes to how many investors have thought of switching their financial advisor, there’s both good news and bad news.
12/15/2021
The Israeli AI-based digital bank has secured investments led by renowned Swiss wealth management group Julius Baer, Japanese financial conglomerate SBI, and china-based technology company Tencent Prof. Shashua: “This vote of confidence in our visio
12/14/2021
Making the case for a transformed business model.
12/14/2021
The global pandemic was a watershed moment for the Wealth Management industry.
12/10/2021
This acquisition brings significant value to our customers engaged in delivering first-class investment and advisory services to their investors
12/10/2021
Not only will these integrations empower advisors to more easily and efficiently make smarter investment decisions for their clients, but they offer a more streamlined approach to monitoring a clients investments in one location.
12/09/2021
French intermediaries now able to meet new EC regulatory requirements under SRDII
12/09/2021
Through this partnership, UBS GWM can benefit from iCapital’s technology and solutions, which digitize and automate the entire lifecycle of private market investments.
12/08/2021
The technology will enable ClearView to gain better insights into its customers and identify suspicious behaviour more efficiently while having complete ownership over its AML platform.
12/08/2021
Headquartered in London, UK, Sionic specialises in technology transformation & digitalisation, international regulatory compliance, and risk management.
12/08/2021
As part of this, the Swiss group has invested 90 million CHF in digital and client-facing solutions and tools in 2020, it has trained 1200 participants in leadership training last year, and plans to have a significant part of their staff using agile ways