09/28/2021
Avaloq wins contract with Taiwan’s CTBC Bank
CTBC Bank selected Avaloq Core due to its comprehensive product coverage, strong straight-through processing capabilities and hardware-enforced security policies that ensure banking resilience.
Wealth & Asset Management
09/28/2021
Data Mastery
How data-powered organizations outperform their competitors
09/28/2021
Geneva-based investment advisor sees an “acceleration in number of private market investments” among HNW clients, as well as increasing interest in digital assets
Tautu commented that his clients “like to take risks in these private markets, but the idea of being blocked for 10 years is still frustrating to them.”
09/28/2021
Institutional investors and wealth managers set to invest in cryptoassets for the first time
The main reason given for investing in digital assets for the first time is the long-term capital growth prospects of cryptocurrencies and digital assets – the view cited by 47 per cent of respondents.
09/27/2021
Investec focuses on ‘high tech, high touch’ service as its rivals chase scale
Investec says it will concentrate on its core markets of SA and the UK, which offer ample opportunity for growth
09/27/2021
Stashaway targets mass affluent in Asia
The Singapore-based digital wealth management firm is using technology to attract investors in the region.
09/23/2021
London wealth manager takes stake in Dublin investment tech platform Omnium
Both companies plan to use strategic tie-up as launch pad for European expansion
09/22/2021
Appway Announces Release of Client Onboarding for Wealth: Purpose-Built for the Canadian Market
Appway manages the Cloud infrastructure
09/22/2021
Giovannelli e Associati with Objectway on the cross-border acquisition of Die Software
Our team, composed by partners Matteo Delucchi and Eugenio Romita, senior associate Antonello Lops and associate Lorenzo Mazzocconi, advised the purchaser on the SPA, the SHA, the related Italian corporate matters as well as on the tax structuring of the
09/22/2021
Northern Trust to take stake in Essentia Analytics
The addition of Essentia behavioral analytics solutions is an extension of Northern Trust Whole Office, a strategy that facilitates client access to new technologies, services and solutions across the investment lifecycle.
09/22/2021
Turning compliance into a commercial advantage through technology
The most innovative wealth managers have accepted that robust regulatory governance is non-negotiable
09/22/2021
Clifton extends Hubwise platform deal to 2026
The agreement with Clifton Asset Management to extend their use of Hubwise’s services by a further five years is testament to the flexibility of the Hubwise proposition.
09/22/2021
Report on the Use of Digital Platforms
The EBA also highlights previous observations about divergences in consumer protection and conduct of business requirements at the national level which may pose potential impedimentsto the scaling of services cross-border using digital platforms and other
09/21/2021
BITA Risk selected by Department for International Trade for virtual trade delegation to Climate Week New York
The UK Department for International Trade is partnering with Climate Week NYC for a series of events concerning climate change from September 20th to 30th.
09/21/2021
The Future of Wealth Management is Hyper-personalised
In their survey report “Are You Developing A Hyper-personalised Strategy?”, Objectway asked domestic and overseas Wealth & Investment Managers which definition of hyper-personalisation fitted best for them.
09/21/2021
Indosuez Wealth Management Selects Intercontinental Exchange
Many wealth managers use over-the-counter (OTC) derivatives as part of their portfolios, and margin optimization remains a key priority for managing and extending their investment strategies.
09/20/2021
Wise enters wealth management with tie-up
Stock investing from multi-currency accounts is becoming a crowded market in fintech as transfers firm enters space
09/17/2021
Will IoT transform the wealth management customer experience?
Many of us wear a smartwatch or have a smart speaker and, as a result, have a clearer sense of how a network of interrelated devices might change how we interact with appliances and physical objects.
09/17/2021
Avaloq's Gery Dachlan: «Our Asian Parent Has Proved Advantageous»
Asia is a main focus region for Avaloq, and we want to have people on the ground to support those markets
09/17/2021
RiskAvert: New internationally launched risk management platform for complete coverage of EU Regulation for Capital Requirements (CRR2)
It also provides full support of Large Exposures framework and automated, inbuilt manual adjustment calculation.