07/08/2025
Söderberg and Partners Wealth Management has been expanding its presence across the UK, investing in independent financial advisers (IFAs),helping them grow, drive efficiencies and benefit from innovative, new propositions and solutions for clients.
07/07/2025
Using the Synpulse8 Wealth Cockpit as a baseline, the KBank Private Banking and Synpulse team delivered a bespoke RM front-end tool to manage the end-to-end Private Banking customer investment journey.
07/02/2025
The innovative Allfunds platform will enable streamlined trade execution, settlement, and reconciliation processes.
07/02/2025
As Family Offices grow in significance for investment and legacy preservation, the Hub aims to offer comprehensive knowledge that blends academic research with practical insights to address the real challenges families face when managing multigenerational
07/02/2025
Effective June 30, the business will now operate under the name Archway and deliver integrated technology and outsourced services that support the accounting, investment management, and reporting needs of family offices and financial intermediaries.
06/20/2025
Speaking alongside other industry experts, Woo addressed delays in compliance processes, the complexities of adopting artificial intelligence (AI),
06/20/2025
They are growing faster, appealing to investors worldwide, and gaining the trust of new target groups who had previously had little involvement with financial topics.
06/13/2025
Temenos ranked #1 in 13 categories in the IBSi Sales League table, including core, digital, payments and wealth