11/21/2024
By adopting Objectway's Portfolio Management solution, CBAM will drive digital transformation and customer-centric expansion to achieve its strategic goals.
11/19/2024
The company’s growing global client base includes wealth owners and family offices, who particularly value the platform’s ability to support succession planning.
11/19/2024
The adoption of tokenized funds by the world's largest asset managers has created a need for the fund administration industry to evolve into an onchain format.
11/19/2024
This partnership underscores Westwood’s dedication to innovation, ensuring clients receive premier service and a seamless, modern financial management experience.
11/19/2024
Through this transaction, Fourcore becomes the sponsor of the publicly listed investment vehicle.
11/19/2024
Tariq Khan, Objectway’s Client Development Director, shares his view on how today’s wealth managers need to rethink their operating models.
11/18/2024
Asia, and particularly Singapore, is at the heart of this transformation.
11/18/2024
This digital transformation is reshaping traditional practices, making wealth management more accessible, efficient, and customer-centric.
11/15/2024
Private markets firms are leveraging social media to engage with investors, management teams and other audiences as industry evolves
11/15/2024
A new WealthTech Landscape Report from The Wealth Mosaic, focused on the wealth management sector in the United States.
11/14/2024
Zeplyn's AI Meeting Assistant for wealth management turns conversations into precise notes.
11/13/2024
This strategic investment aims to enhance BOV’s operational efficiency across multiple divisions, including Asset Management, Private Banking, and Prestige Client Networks.
11/13/2024
The financial services sector is undergoing a significant transformation, largely driven by rapid advances in technology and changes in investor behaviour and needs.
11/12/2024
New York-Based Team Overseeing $180 Million Joins Osaic
11/12/2024
This strategic investment underscores a broader industry movement toward data-driven innovation to meet clients’ growing expectations and outperform competitors.
11/12/2024
Traditionally, wealth management in the region was primarily reserved for high-net-worth individuals (HNIs), with most services being offered by large banks or financial institutions.
11/12/2024
BlackRock and Intesa Sanpaolo collaborate to promote digital wealth management.
11/07/2024
Technology and Operational Outsourcing Drives Scale and Growth
11/05/2024
Arta Finance is bringing high-touch services for the very wealthy to the world of digital private banking.
11/04/2024
By integrating Bitcoin into client portfolios, Strive’s new wealth management unit can, in part, offer Americans “true financial freedom,” its CEO Matt Cole said.