05/13/2020
This success is due in part to the team’s expansion, customized portfolio management, ancillary services provided by leading industry partners, and enhancements to Brinker Capital’s advisor and end-investor platform, One Wealth Life.
05/12/2020
For Avaloq, this is the second deal closed with a Geneva-based private banking institution in 2020.
05/11/2020
The Capita Consulting team brings vast expertise to wealth and asset management firms looking to harness the power of digital, data-driven technology solutions.
05/11/2020
By extending the principles of open banking to open finance we could deliver transformational benefits and improve financial awareness among consumers
05/11/2020
Koh told the South China Morning Post that after its launch in China, where UBS is targeting the growing middle class, the new platform could be launched globally.
05/08/2020
Consolidation gives well-funded market leaders the opportunity to finally occupy the fintechs’ not-so-new space, and to secure market share with young and increasingly with older clients who fall well into the “over 50s” segment.
05/08/2020
Partnership provides asset managers expertise and a comprehensive end-to-end solution
05/08/2020
The importance of what we do to power global trading and wealth management, enable safe and effective corporate governance, and keep investors informed has never been greater.
05/07/2020
Alpian raised 12.2 million francs in January, mainly from financial and technology investors, Reyl said.
05/07/2020
Since then, countries with strict confidentiality status have experienced changes and today firms appreciate that HNWIs have become more tech-savvy and are seeking access to information, instantly and accurately.
05/07/2020
SEC holds firm on June 30, 2020 compliance date.
05/06/2020
Stemmle and the team believes that Asia Pacific’s immense opportunity comes mainly from its fast-growing middle-class population.
05/06/2020
The REYL Group aims to combine effectively the advantages of an incumbent bank,
05/06/2020
The Hub enables organisations to rapidly and securely establish a one-stop, omni-device and multi-media collaboration channel with virtual private lounges to digitally enrich key client-oriented activities.
05/06/2020
Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton
05/06/2020
Capgemini’s experienced technology team will work alongside and complement Ecosystm’s inhouse team
05/05/2020
The Philippines is seen as a home market for Avaloq given our substantial operating presence as well as the high level of expertise and talent
05/05/2020
The coronavirus crisis has forced many family offices to rethink their approach
05/01/2020
SJP partnered with Intellect SEEC to introduce a solution that would automate ingestion of complex forms and documents, help increase coverage, reduce turnaround time and errors, and increase operational efficiency in the advice quality assurance and on b
05/01/2020
Strategic acquisition will complement SS&C services for trust companies