03/10/2020
Today, around one in four Swiss people say they are willing to buy a financial product from a fintech, and 30% would be open to the product offering of large technology groups, according to a recent study by consulting firm Bain & Company.
03/10/2020
Deutsche Bank’s Wealth Management business and the fintech QPLIX have agreed to cooperate on the growing business with asset managers, family offices and other financial institutions such as pension funds.
03/05/2020
Technology won’t make winners out of all advisers, but those who understand the origins of the digital age look well-positioned to thrive
03/05/2020
Most banks still do not experience the full potential of advanced technologies and “2020 could be the year of build and migrate” in the cloud.
03/03/2020
By integrating Scivantage’s solutions, Refinitiv has expanded its wealth management portals’ service offering
03/03/2020
“With all this ineffectively deployed cash out there, it allowed us to build these solutions really at the request of our clients.”
03/03/2020
ABAKA, the London-based digital retirement solutions fintech, will partner up with banking software provider Avaloq and join its Avaloq.one Ecosystem.
03/02/2020
Acquisition to help asset managers meet UK and EU regulatory requirements
03/02/2020
The Asian Private Banker Technology Awards are among the most respected in the industry, due to the detailed benchmarking analysis conducted during the judging process.
03/02/2020
This has left firms ‘between a rock and a hard place’ with a choice of staying with focused, but rigid solutions or spending significant resources on implementing and customising generic solutions
03/01/2020
In 2019, Avaloq was recognized as a leader in wealth management solutions in the 2019 NelsonHall NEAT report
02/25/2020
At the end of 2018 the pensions assets entrusted to Liberty totalled over CHF 2bn.
02/25/2020
This protection will be provided as a service to SEI’s ultra-high-net-worth clients and their families.
02/21/2020
AI-Powered Comprehensive Wealth Management Platform Is Designed to Streamline the Planning Process, Offer Elite Services to Full Client-Base and Close Prospects at a Higher Rate
02/20/2020
In terms of HNWs and the technology and telecommunications sector, Nucoro reveals that around 16 per cent of Sweden’s wealth is derived from the technology and telecommunications sectors.
02/20/2020
A recent guideline from the central bank elongates the available CBN futures yield curve to 5 years from 12 months.
02/18/2020
Digital and voice-enabled services are essential to delivering a more responsive offering to investors.
02/17/2020
GAAP net income for the fourth quarter of 2019 was $141.6 million compared to GAAP net income of $58.7 million in 2018’s fourth quarter
02/17/2020
Together the companies are expecting to provide a complete picture of portfolio exposures and investment risks and deliver full performance attribution and benchmarking for equities, fixed income, hedge funds, private equity, real estate, and real asset i
02/17/2020
Robo Advisor means an investment advice which is provided by an automated investment platform that handles the development and maintenance of an investment portfolio.