05/15/2020
Partnerships such as this allow Citco to further its offering by finding new avenues of utility for the client portfolio data it already collects and processes, instead of isolating it for single-use.
05/15/2020
Twain is a digital platform for discretionary wealth management which sets out from the investor’s personality and needs.
05/15/2020
Redesigned Homepage Provides Information & Resources for RIAs Changing Platforms, RIAs Rethinking Outsourcing, Advisors Seeking Independence & Asset Managers
05/15/2020
In these uncertain times it is vital to function proactively and explore new ways to drive multichannel engagement, while at the same time offer personalised and reliable communication.
05/14/2020
Under the terms of the agreement, iCapital will purchase the majority of Artivest’s assets, including all technology and its operating platform.
05/14/2020
The urgency to act is now far greater, as business continuity could depend upon it.
05/13/2020
Mr Green comments: “The world has changed forever in the last few months, the market has changed and client expectations have changed.
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,