10/18/2018
The partnership begins piloting later this month and is fully integrated with HSBC’s custodian, Pershing, a Bank of New York-Mellon Company.
10/18/2018
Credit Suisse Research Institute publishes ninth edition of the Global Wealth Report
10/17/2018
The expansion comes as rationalisation takes place in the global trustee market
10/16/2018
The company is using the funds to continue to expand operations.
10/12/2018
Forward-thinking banks like CIBC FirstCaribbean have made technology central to their operations in order to offer customers the most reliable and adaptable financial products and services
10/11/2018
For inspiration, we need to look at how other brands are using machine learning to enhance the life of our customer while also driving their business forward.
10/11/2018
The Bahamas Government has made digital technology a critical element of the national development plan.
10/10/2018
The partnership is part of Global Private Banking’s initiative to enhance investment management capabilities and expand its product offering for high-net-worth clients.
10/09/2018
Wealth tech firm gets new owners
FNZ is now the European market leader with a broad service offering.
10/08/2018
“We believe that it will be a step change to be able to bring the opportunity of full GIPS compliant performance analysis to our clients,” said Daryl Roxburgh, Global Head of BITA Risk.
10/08/2018
CONNECT by Crossbridge has also optimised its existing user interface based on extensive user testing and analysis to provide an enhanced wealth management experience.
10/08/2018
The robo-adviser has also launched fixed portfolios, to complement its previously offered fully managed service to approach new type customers, last year.
10/04/2018
This equity investment confirms the strategic ambition of the two groups to set a global benchmark in technology outsourcing services and banking transactions for the wealth management sector and mid-sized universal banks.
10/02/2018
A former Jefferies Group LLC banker was fined in the U.K. last year for sharing confidential information on WhatsApp.
10/02/2018
UK-based wealth manager selects Cybereason
"Cybereason is the only company that doesn't repurpose off-the-shelf-database technologies and generic machine learning algorithms."
10/01/2018
It is reported that RBS executives aim to migrate one million customers from its NatWest subsidiary to the new mobile-only banking platform, although no customers will be forced to switch.
09/30/2018
This is a boon for every wealth management organization as of today
09/26/2018
Change Reflects Enhanced Technology Solution, Financial Advisory Firms Transition to the SEI Wealth Platform
09/26/2018
Now in its 4th year, the IDC FinTech Rankings Real Results Awards recognizes IT providers that have enabled a genuine, measurable, and future-enabling change at a client financial institution in the worldwide financial services industry.
09/26/2018
The IDC Fintech Rankings, now in its 15th year, is the global industry standard register of financial services tech providers.