07/27/2021
Apart from the fund manager’s fees, Fitz Partners found that distribution costs for cross border equity funds make up 61% of fees, with administration coming a distant second at 23%.
07/27/2021
The team at Bambu works with some of the world’s largest banks to design and build digital saving and investment platforms.
07/26/2021
New report details how marketing is evolving and the actions marketers can take to drive superior outcomes.
07/26/2021
“If the Bank and government officials believe Britcoin will supersede Bitcoin, they are mistaken. In fact, it will have the opposite effect.”
07/26/2021
Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Matthias Plattner, Head of Channels and Innovation at Julius Baer
07/23/2021
Its advisers are allowed to execute only "unsolicited" crypto trades, Business Insider said, adding that advisors cannot recommend products but only buy and sell on behalf of clients' request.
07/23/2021
Fintech provider to receive advisory support as it takes digital wealth management platform to market
07/23/2021
This funding round enables SIMON to further advance its core offering across structured investments and annuities, while driving additional growth initiatives centered on product and geographic expansion.
07/22/2021
The Global Investment Portfolio solution is unique on the market thanks to artificial intelligence algorithms developed by Prometeia which create a holistic overview of the overall financial portfolio of an investor.
07/22/2021
BNP Paribas Wealth Management selected InvestCloud’s solution based on InvestCloud’s leading automation technology to bring operational efficiency to onboarding of HNWIs
07/22/2021
This lack of data opens investors and family offices to the risk of inadvertently investing in something that is not strategically aligned with their objectives and values.
07/22/2021
Capitalising on international know-how, Axia Custody accelerates the communication by also supporting 2-Way Allegement functionality.
07/21/2021
As part of its partnership with SS&C Technologies, Brooks will provide its advisers and clients with a new front-end portal and migrate assets currently run on JHC Systems.
07/21/2021
Diluted earnings per share were $0.93 in second-quarter 2021 compared to $0.68 in second-quarter 2020.
07/20/2021
With the financing in place, the company intends to extend its software to extracting detailed financial fundamentals from the financial filings of all public companies globally
07/20/2021
Chris chats to us about his background and reasons for setting up ALT/AVE, his team, the offering the firm has brought to market and its benefits, why it was built on Blockchain, their target market and more.
07/20/2021
When talking about structure, we also refer to the page and line where the strings to acquire are located along with their placement within the line and their format, which may be fixed as for dates and tax code, or variable.
07/19/2021
Asset managers to benefit from flexible workspaces and intuitive workflows
07/19/2021
The investment management firm’s international growth has relied increasingly upon Salerio, which automates key middle office processes.
07/19/2021
Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Anil Venuturupalli, Chief Operating Officer at HSBC Private Banking