01/12/2022
Wealth Management Industry Leaders to Guide Selection of Winners and Honorable Mention Recipients for Hybrid RIA / Independent Financial Advisor Group of the Year
01/12/2022
A key benefit of this solution is that the crypto management system is linked with Avaloq’s banking platforms, alongside other asset classes.
01/12/2022
Comprehensive Platform Will Enhance Relationship Management for Global Investor Services Group
01/11/2022
These awards distinguish outstanding organisations from across the globe, with 191 banks and technology companies submitting 180 nominations from 48 countries.
01/11/2022
Swiss Private Bank inks Collaboration deal
The Power of Collaboration - with Petiole Asset Management and Kaleido Privatbank
01/10/2022
The proposed acquisition in the UK bank will allow the Group to acquire a banking licence in the UK, a reputable jurisdiction and a global financial centre.
01/10/2022
Help data become your firm's most valuable asset.
01/06/2022
Digital Account Open simplifies opening a new client account, expanding SEI's current electronic onboarding and eSignature process with an end-to-end, easy-to-use new tool.
01/06/2022
Sygnum’s Series B is led by Sun Hung Kai & Co. Limited, a leading Hong Kong listed alternative investment financial services institution
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