10/24/2019
EBSHK Direct AI-Portfolio Investing provides investors access to an entire portfolio of 5 to 20 Hong Kong stocks or Hong Kong ETFs developed using smart analytics and quantitative research, according to a press release by Quantifeed.
10/24/2019
Modern Wealth Platform (WealthDesk), Portfolio Risk Platform and Morgan Stanley Impact Quotient are cited
10/24/2019
Avaloq has seen its UK presence expand significantly over the past two years
10/23/2019
The Wealth Digital Readiness survey polled 14 global wealth management firms, collectively managing over £430bn in assets under management.
10/22/2019
Other insurers are staying or boosting their investment.
10/21/2019
In the most likely scenario from the experts' perspective, the trend towards shorter trade routes could make Latin America an attractive production location for the USA and Southeast Asia an attractive location for China.
10/21/2019
"We believe that SEI Investments will continue to see multiple industry tailwinds to drive the growth of the total market."
10/18/2019
ICBA member banks can expand business banking channel and deposit acquisition through modern, engaging and secure mobile solution
10/17/2019
Hong Kong, Australia and Indonesia are potential markets for expansion
10/17/2019
Building upon its existing, three-year partnership with digitalswitzerland, Avaloq will work even more closely with the organisation
10/16/2019
Triebel is clearly frustrated, unsurprising for a man who’s spent his career focused on making finance more transparent and accessible.
10/15/2019
Having successfully managed our technology-focused long/short strategy for 16 years now, we are excited to extend the offering to the broader UCITS audience and contribute to the diverse product offering that UBP’s platform provides.
10/15/2019
Blankstone Sington already used the WIN platform, including its capability to automate the order management process.
10/15/2019
"This is another example of how Broadridge is helping asset management and other financial services firms streamline regulatory and marketing communications in a complex environment."
10/14/2019
Wealth management services contributes 5 percent to the bank’s revenue.
10/11/2019
NexJ CRM for Wealth Management is purpose built to provide financial advisors the ability to save time, optimize customer value, and enhance client engagement.
10/10/2019
The acquisition will also further strengthen Broadridge's data and analytics tools and solutions suite that enable asset managers to grow their businesses by providing greater transparency into the retirement market.
10/09/2019
From the very start of prospecting clients, we offer solutions to formalise and digitise the information that helps you capture, control and manage client data.
10/09/2019
The transaction, which is subject to the approval of the Liechtenstein Financial Market Authority, is expected to close in March 2020.
10/09/2019
A strong digital proposition is a necessity for any organisation offering wealth management services and not a luxury.