04/24/2018
Intesa Sanpaolo Private Bank Suisse is the Lugano-based branch of the Fideuram - Intesa Sanpaolo Private Banking Group, the largest Italian private bank and the fourth biggest in the Euro zone. As at the end of 2017, the group had EUR214 billion in client
04/23/2018
“TAVIQ SaaS solution is the result of a collaboration with distinguished academics in psychology research and practicing wealth managers and it took us more than a full calendar year to perfect the underlying scoring system mechanism."
04/19/2018
Avoka commissioned a research team to trawl through each banking product listed on the websites of the 50 banks.
04/18/2018
UBS Advice Advantage, built in collaboration with tech developer SigFig over a roughly 18-month period, has a minimum investment of $10,000 and an advisory fee of 75 basis points.
04/18/2018
LendIt Fintech conference is recognized as one of the largest global Fintech industry events that gathers industry leaders to explore the latest trends of financial technology
04/17/2018
Temenos’ WealthSuite allows for a significantly enhanced client engagement through advisors or self-service digital execution.
04/17/2018
Companies Take Proactive Steps to Protect Confidential Client Data from Cyber Threats
04/16/2018
We are pleased to move forward as one company following the combination of two highly complementary market leaders,” said Bill Stone, Chairman and Chief Executive Officer of SS&C.
04/13/2018
The vendor said that its platform will support internal collaboration across the bank’s various units by orchestrating its systems and applications, including the Avaloq core platform.
04/11/2018
IHS Markit forecasts short interest in Facebook to have totaled 29.2 million shares on Friday, up from 25.9 million in mid-March.
04/10/2018
Even securities selection itself is having AI applied to it through a number of techniques that all harvest big data on stocks.
04/06/2018
Bankorus is led by CEO Greg Van den Bergh, the creator of the first robo-advisor in China
04/06/2018
Award recognizes the caliber of the Tamarac portfolio management solution for second straight year
04/06/2018
Bank has also teamed up with WeChat to communicate with clients on messaging app
04/06/2018
swiss private bank rolls out digital advice platform in the US
Combines intelligent technology with access to a financial advisor, as well as UBS research and financial goals tracking capabilities
04/05/2018
A problem that already is weighing on the stock of the Geneva-based company.
04/04/2018
Deak, who was the brains behind the launch of peer-to-peer lending aggregator Off3r, is rolling out a new online service that he claims will bring web-based investment to the masses and “battle the bias and bullshit that has dogged the investment se
03/29/2018
FinTech Scotland was launched to drive growth and employment and position Scotland as a financial services technology centre of excellence. The organisation was registered in the summer of 2017 and its CEO, Stephen Ingledew was appointed in January this y
03/28/2018
The bank also announced that it will be rolling out a direct to market retail deposit offering called Arbuthnot Direct, which is expected to soft launch in the middle of the year.
03/28/2018
The product follows similar moves by two other robo-adviser startups in recent months.