02/11/2021
SIX adds wealth management APIs to the b.Link Open Banking platform
Sending a strong signal to international open banking competitors
02/11/2021
Sending a strong signal to international open banking competitors
02/10/2021
A more conversational approach to even simple automated tasks can put the human touch – and a premium service level – at the heart of the next generation of digital wealth tools.
02/10/2021
The platform of The Family Office also enables prospective clients to open accounts digitally through an entirely paperless process.
02/10/2021
The judges were impressed that with its compliance workflows and monitoring OLYMPIC Banking System gives a significant advantage in acquiring and keeping clients, and selling them the most relevant products and services.”
02/10/2021
If you have a clear digital strategy and are advanced digitally then the past year will not have been bad.
02/09/2021
OCIO Expands Leadership Role, Commitment to Serving as Resource for Higher Education Clients
02/08/2021
Clients will benefit from an innovative service model with experts from both Northern Trust and IHS Markit supporting their tactical and strategic operational and technology needs.
02/04/2021
The firm has already integrated over 60 private banks from Switzerland
02/04/2021
For the 2021 programme, the award’s judges commented on the strength of Avaloq’s submission, highlighting the evidence the firm provided on reversals and efficiency as well as the emphasis on the importance of both data integrity and speed.
02/04/2021
The quarter also took a 120bps impact from the exit of certain content services.
02/04/2021
The U.S. data security firm is reportedly planning to build its European hub in a Swiss tax haven.
02/04/2021
The technology research firm, Celent further bore this out in its Wealth Management Technology Forecast 2020-2023.
02/04/2021
The reports highlight that innovations in payments and digital currencies will ultimately allow banks to make domestic and cross-border transactions faster, more frictionless, efficient, transparent and cost-effective
02/03/2021
Moving Traditional Passive Investing and Personalization Forward through Individual Stock Ownership
02/02/2021
The ground is shifting with the wealth getting passed on from baby boomers to Gen-X and millennials.
02/02/2021
The pandemic has merely acted as a reminder for the industry to revisit its priorities to appropriately tackle these challenges, and it has been successful in doing so by accelerating the adoption of tech and opening the door for WealthTech.
02/02/2021
The fund invests in long-term developments such as population growth, climate change, urbanisation and the technological evolution.
02/02/2021
Total revenues increased 9% to $1,055 million from $969 million in the prior year period.
01/29/2021
The study finds that self-directed and advisory clients’ needs are rapidly changing.
01/29/2021
Banks, cites the report, are set to bet big on "hot" technology investments such as CX and openness