12/10/2020
Altendorf and Zurich WM tech firms merge, will have CHF 50bn clients
Together, their clients will include Bellevue Asset Management, Entrepreneur Partners, Finaport, Globalance Bank and VT Wealth.
12/10/2020
Private Client Resources acquires European Data Aggregation Firm
The market for global investment data aggregation is growing.
12/10/2020
Latest SS&C Intralinks Deal Flow Predictor forecasts an 18 percent increase in worldwide M&A announcements in H1 2021
12/09/2020
Joint venture will service international funds
12/09/2020
Cryptocurrencies already represent 0.3% of the world’s currency
12/08/2020
These changes are driving established providers and new entrants to double down on digital transformation.
12/08/2020
This partnership gives banks – and their customers – trusted, safe, secure, compliant yet seamless access to crypto-currencies and digital assets.
12/08/2020
As a CEO of a traditional bank, Hamers maintains the view that neobanks such as Revolut, Monzo, or N26 have no business model to speak of.
12/08/2020
61% of survey respondents confirmed that the availability of digital wealth services had increased in importance in 2020.
12/08/2020
We want to understand how you and your organisation are thinking about these topics
12/07/2020
As a result of the partnership with FinanceScout24, key4 is cooperating with a leading financing intermediary for the first time. So now FinanceScout24 clients can also benefit from the key4 offering.
12/07/2020
Our recent survey of key executives in banks and wealth management firms showed that while most organisations are aware of challengers arriving in their market, not every organisation is taking the competitive threat equally seriously.
12/06/2020
The digital wholesale banks are expected to start operating from early 2022, MAS said.
12/03/2020
As a wealth manager, you can derive new business opportunities from ESG by proposing reallocations, triggered by ESG criteria.
12/03/2020
The most recently published, and the upcoming deadlines of Directory Persons data for dual and solo regulated firms have been putting pressure on financial institutions.
12/02/2020
The Magic Circle Awards aim to celebrate the best of the best within the global private wealth industry.
11/30/2020
The road to replatforming has been long and costly for Quilter.
11/29/2020
David Joyce, CEO, UK at CREALOGIX considers the most common failures in digital user experience design, the knowledge gap in this area and how it may be overcome through partnership with specialists
11/26/2020
Goldman Sachs has been using drone technology to give its clients a bird’s-eye view of the companies they are bidding on, according to Stephan Feldgoise, the firm’s global co-head of mergers and acquisitions.
11/26/2020
During recent months, resilient and natively equipped for digital and remote work, Objectway successfully completed comprehensive training of Brewin Dolphin personnel