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.
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
02/14/2020
He did well at the Swiss unit and Thiam didn’t (have to) cut the growth targets for the domestic arm as he did for other units.
02/14/2020
One of the most interesting and impressive ways in which financial technology (fintech) has been affecting the lives of regular people has been through the increasingly popular use of self-service robo-advisors.
02/13/2020
As the digital provider reshuffles its senior management team
02/13/2020
“It is proof of the excellent work our teams have accomplished over the past twelve months to ensure the highest level of service for our clients.”
02/12/2020
The app also encourages clients to have more informed and enriched conversations with their UBS Financial Advisor to help them reach their personal financial goals.
02/12/2020
Founded in 2006, Wealthtime consolidates the investment portfolios and financial assets of individuals seeking advice from Independent Financial Advisers (“IFAs”) into one clear and easy to use online service offering.
02/12/2020
Most family offices will realize that they don’t have any such people on board, at least not with a strong background in digital banking.
02/12/2020
Both parties are jointly preparing this step.