07/16/2024
At the beginning of 2020, the Wealth Management division of Standard Chartered Bank kickstarted an ambitious journey to scale up its digital advisory platform capabilities.
07/16/2024
The experience of wealth management professionals varies between the UK and the other markets included in the survey.
07/16/2024
Carmignac Portfolio Tech Solutions, as the new fund is known will use a blended investment approach, mixing a growth-focused investment strategy with value opportunities.
07/15/2024
Etops Group has merged with sales intelligence firm Selli.
07/15/2024
Objectway maintains its leading position in the IBS Intelligence Sales League Table
07/15/2024
Thought Machine is known for delivering modern, cloud-native core and payment technology to retail and commercial banks worldwide.
07/15/2024
This surge in AI adoption is not merely anecdotal.
07/11/2024
Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative
07/11/2024
Its study with organisations already invested in the sector found 77 per cent expect the flow of funds into bitcoin ETFs to increase over the next 12 months with 13 per cent predicting dramatic increases.
07/11/2024
The report outlines the changing expectations of clients in the wealth management industry
07/11/2024
More recently, in April, Reuters reported that Envestnet was once again contemplating a sale, which led to a surge in its share prices.
07/09/2024
Powered by YourStake, Broadridge will enable advisors to offer hyper-personalized data-driven insights aligned to investors’ core values
07/09/2024
The SEPA mandate set by the European Commission requires service providers operating in the Eurozone to put in place measures that ensure they can receive instant payments by December.
07/08/2024
At IBS Intelligence Digital Banking Awards 2024
07/05/2024
Tietoevry Banking delivers a comprehensive range of banking technologies, including innovative solutions for core banking, cards, payments, and wealth management, and systems for combating financial crime.
07/04/2024
This recognition underscores our commitment to delivering top-tier banking solutions tailored to the needs of high-net-worth clients.
07/04/2024
Abra Treasury’s integrated offering combines custody, trading, borrowing and yield services through separately managed accounts where clients retain title and ownership over their assets, and they are independently verifiable on-chain.
07/04/2024
The company made further progress in implementing its business development strategy and consistently pushed ahead with its innovation projects for the Altoo Wealth Platform.
07/04/2024
Over 400 fund strategies are made available to Endowus clients.
07/04/2024
Just 4% say they aren’t particularly influenced by social media activity around the stock market and stocks and only 1% say they aren’t at all influenced by it.