09/18/2019
The new connectivity streamlines data delivery between the two firms and enables clients to access BNY Mellon's data and analytical workflow tools directly through Bloomberg AIM, delivering unique capabilities and insights to investors, technology le
09/18/2019
Rockefeller Capital Management to Acquire Silicon Valley Multi-Family Office
The acquisition represents the expansion of the Rockefeller Global Family Office into Northern California.
09/17/2019
For portfolios managed on a discretionary basis, all-in fees range from 1 per cent (for total invested amount between £50,000 and £249,000) to 0.7 per cent (for anything more than £500,000).
09/16/2019
The MMIF requirement for more detailed data and a tighter reporting timeline has, however, introduced new challenges to fund administrators.
09/16/2019
City heavyweights plough £10m into wealth manager
The company has raised £26.5m in three funding rounds since launch.
09/16/2019
Objectway offers different forms of client reporting: traditional PDFs, Apps, secure messaging, or remote collaboration via secure auditable video reporting.
09/13/2019
Konsentus RegTech service will be used by Hampden & Co to ensure a secure implementation of the second Payment Services Directive (PSD2)
09/13/2019
This new partnership illustrates how CI Financial, the parent company of Assante and WealthBar, is leveraging technology to enhance its products and services throughout its operations.
09/13/2019
The transaction is subject to customary closing conditions and is expected to close in September 2019.
09/12/2019
Aside from often requiring single commitments of USD20 million or more, they are illiquid and not especially transparent.
09/12/2019
Sael Al Waary, deputy group CEO, Bank ABC, says: “AI will soon be an inseparable part of our lives, as individuals and as a community at large.
09/12/2019
Using powerful data analytics, the new solution allows institutions to deliver a precise, transparent evaluation of the impact of potential discounts
09/11/2019
Bad digital services risk driving future clients away
09/11/2019
Octopus completes acquisition following FCA approval
The deal was agreed in principle in August for £10 million
09/11/2019
ZEDRA has also partnered with digital custodians Vo1t, trading and settlement specialists BCB
09/11/2019
Using 1031 “like-kind” exchanges and other tax-deferment mechanisms, Realized helps investors co-invest in diversified commercial property portfolios that are designed to offer potential income without landlord responsibilities.
09/10/2019
The system takes into consideration the biographical, financial, and lifestyle information customers voluntarily enter themselves to understand and anticipate their wants and needs, and project their future investment paths.
09/10/2019
Sequrest facilitates its services delivery through its newly-developed Paratus Cyber Management System, which provides Cyber Security as a Service (CSaaS) “on demand” to clients, by means of a simple online dashboard.
09/10/2019
Axxcess has implemented components of HiddenLevers Asset Manager Platform via API within its own advisor-facing tech stack, with access given to RIAs and Broker Dealers working on the Axxcess Platform.
09/10/2019
Integrated Portfolio Solutions chief operating officer and head of sales Nigel Singh said the company is delighted to have been selected.