07/26/2024
One of the most impacted aspects is portfolio risk management . Regulation requires rigorous monitoring of market, credit and liquidity risks for the assets of private clients advised.
07/26/2024
Franklin Templeton and SBI Holdings have signed a Memorandum of Understanding to establish a joint venture in Japan
07/25/2024
Business performance is enabled by expanded trading features and platform, strategic partnerships with leading digital asset and TradFi financial institutions, and a diverse, international team now over 250-strong.
07/25/2024
Diluted earnings per share were $1.05 in second-quarter 2024 compared to $0.89 in second-quarter 2023.
07/25/2024
The new tool developed by Objectway
07/23/2024
Report from the Capgemini Research Institute
07/22/2024
Due to evolving FinTechs, the masses are better equipped to make informed financial investment decisions and be aware of the trends within the wealth allocation and management industry.
07/18/2024
FCA: “We expect you to have implemented the Consumer Duty in full, which requires you to put the needs of your consumers first.
07/17/2024
Quantifeed’s QEngine platform and Thought Machine’s Vault Core offer a comprehensive solution for private banks.
07/17/2024
The feature is now rolling out to selected customer segments and will be gradually expanded to the entire customer base.
07/16/2024
At the beginning of 2020, the Wealth Management division of Standard Chartered Bank kickstarted an ambitious journey to scale up its digital advisory platform capabilities.
07/16/2024
The experience of wealth management professionals varies between the UK and the other markets included in the survey.
07/16/2024
Carmignac Portfolio Tech Solutions, as the new fund is known will use a blended investment approach, mixing a growth-focused investment strategy with value opportunities.
07/15/2024
Etops Group has merged with sales intelligence firm Selli.
07/15/2024
Objectway maintains its leading position in the IBS Intelligence Sales League Table
07/15/2024
Thought Machine is known for delivering modern, cloud-native core and payment technology to retail and commercial banks worldwide.
07/15/2024
This surge in AI adoption is not merely anecdotal.
07/11/2024
Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative
07/11/2024
Its study with organisations already invested in the sector found 77 per cent expect the flow of funds into bitcoin ETFs to increase over the next 12 months with 13 per cent predicting dramatic increases.
07/11/2024
The report outlines the changing expectations of clients in the wealth management industry