06/03/2025
As one of the largest banking and financial services organisations in the world, HSBC is committed to delivering superior client experience powered by leading digital solutions.
06/03/2025
This is the strategy of neo banks and neo brokers, also on the Italian market, which do not aim solely at democratizing access to investments, but at creating digital ecosystems that unite banking, trading and value-added services.
05/27/2025
The new digital bank, to be called TNB, will be formed by Azimut's acquisition and rebranding of an unnamed existing bank.
05/27/2025
Wealth management practices in the GCC are becoming increasingly aligned with global standards, emphasizing client-centric and fiduciary business models.
05/21/2025
Firmwide innovations and AI-driven tools redefine flexibility, growth and the future of advice
05/21/2025
The transaction, which will see Apex Group have 100% control over the next three years, follows the initial investment and strategic partnership with Tokeny announced in December 2023.
05/20/2025
Innovation can’t wait and when it comes to AI, 8 out of 10 UK wealth management firms are planning to change theirs operating systems
05/20/2025
There is, however, a ‘measured caution’ especially in terms of data privacy, accuracy and maintaining a human touch
05/16/2025
"This deal with EarlyBird, and its two talented founders, represents another important step in our journey to becoming a full financial wellness app for everyday families."
05/16/2025
Notably, it’s demonstrating that it’s possible to scale a full-service bank that delivers private banking-grade services without adding significant cost.
05/16/2025
The Emirate has a vision of enhancing the wealth management industry and attracting high-impact global investors and with ADIO partnering with Alpheya, Abu Dhabi is one step closer to achieving this goal.
05/15/2025
The minimum investment is set at US$20, aimed at improving accessibility to a broader base of investors.
05/14/2025
We surveyed the market and d1g1t emerged as the clear leader amongst its peer group,” commented Northern cofounder Devan Legare.
05/09/2025
The wealth management industry is looking to its largest players for waves of digital disruption, transforming relationships with clients and stewardship of their assets.
05/08/2025
By analyzing historical data and identifying patterns, AI provides insights that can be incorporated into investment strategies and risk assessments.
05/08/2025
Switzerland's regulatory framework and SDX's infrastructure allows Citi to bring a new solution to market using technology
05/08/2025
Recurring revenues grew 7%; up 8% constant currency
05/08/2025
Integrated Custody, Technology, Investment Management, and Transition Services Drive Business Evolution and Growth
05/08/2025
Wealth managers can act today to prepare their firms and clients for the potential shift.
04/24/2025
The company intends to preserve Selfwealth’s existing features while enhancing its platform with Syfe’s broader investment tools