02/06/2020
We are already seeing a number of family offices with heavily concentrated positions (whether these are from a business, investment or geographic perspective) looking for opportunities to diversify through various means.
02/05/2020
The fund, which will be available in Switzerland, will be managed by UBS Asset Management and UBS Global Wealth Management
02/04/2020
In order to meet these industry demands and market dynamics, Kasisto plans to invest in product development and leverage its unique and unbiased conversational data assets
02/04/2020
Berenberg will continue to move forward with its agile, user-centered methodology
02/03/2020
The London-based fintech business on its plans to close a first Irish deal by mid-year.
01/31/2020
Nucleus Financial Group, the Edinburgh-based fintech business, has seen its assets under administration pass through the £16 billion mark after seeing a “marked improvement” in fund inflows.
01/31/2020
Nutmeg has today announced that it is the first digital wealth manager in Europe to reach £2bn (€2.34bn) in assets under management (AUM) on the back of 41% year-on-year growth.
01/30/2020
Altaira’s investment strategy is also a collaborative effort with Dolfin, which provides regular research and ideas to the Altaira investment team.
01/29/2020
It is planning to enter South-east Asian markets including Vietnam, Cambodia, Thailand and the Philippines, to build a cross-border community.
01/29/2020
"The study shows that affluent individuals value trustworthiness above all, seek long-term relationships with their financial advisors and are increasingly willing to find a financial advisor online"
01/28/2020
By 2025, an ideal scenario would be to see more scalable firms, with margins increasing and efficiency gains across their front and back offices.
01/24/2020
Liechtensteinische Landesbank AG and Bank Linth LLB AG have been using Avaloq as their core banking system software for a number of years
01/24/2020
The company was founded by Gemma Godfrey in 2015, who sold the business to JLT in 2018 and left in 2019.
01/23/2020
Wealth, using artificial intelligence and machine learning, is resolving market issues through high-tech applications
01/23/2020
Republic “one of the fasting growing wealth management sectors in Europe”
01/23/2020
Many wealth management firms have embraced digital transformation in an attempt to improve client experience at lower cost to the firm, while others have been slower to respond.
01/23/2020
The topics of consolidation, regulation and innovation are front and center
01/23/2020
Adox Research 8x8 surveys assess a specific fintech domain comparing up to eight vendor solutions across eight metrics.
01/23/2020
Over the prior eight years, Avaloq has helped Banque Cramer to simplify and upgrade its IT systems, allowing the bank to focus on customer service and growing the business both organically and through acquisitions.
01/23/2020
Transact has also released ‘Investment Search’, a tool which allows users to search the wide range of over 13,000 assets available on the platform.