12/22/2017
SmartWealth could be expanded on the back of the bank’s newly unified IT platform, which excludes only the bank’s U.S. private banking business which is run out of a separate American division.
12/21/2017
Investors with at least $1 million are eligible for the automated investing platform’s private wealth management service.
12/20/2017
The win also acknowledges Avaloq’s market success with private banks and wealth managers choosing Avaloq technology and services to accelerate their profitable growth.
12/20/2017
65% of respondents working on the buy-side believe technology is fundamental to the survival of their business
12/19/2017
Talented private bankers are hard to come by, so they need to be equipped with digital tools, UBS wealth management operating chief Dirk Klee tells finews.asia.
12/19/2017
The two companies will also conduct co-branded events and co-developed training programmes for CISC’s wealth advisers.
12/18/2017
Life Company Consolidation Group is to acquire Generali PanEurope with plans to create a specialist wealth manager by combining it with Utmost Wealth Solutions in a show of “commitment to the international life market”.
12/18/2017
Finantix sales and advisory software is trusted by financial institutions in more than 40 countries
12/14/2017
SEI Recognized for Advanced Wealth Management Technology and Depth of Client Service by Celent
12/14/2017
The firm has instilled a client-centric culture, and is using the platform to ensure it offers the right, scalable services to clients today, while also future-proofing for the next generation of investors.
12/13/2017
The collaboration marks the birth of a cross-referral program that brings the deal pipeline of both entities together into a data-driven funnel that quantitatively assesses applicant companies to determine the viability of each funding opportunity.
12/11/2017
It isn’t easy to get hold of Jonathan Lipton these days.
12/11/2017
Algorithms that prioritize sales of share lots that have lost value would become less effective
12/07/2017
The global real estate investment marketplace has opened a new office in the UK and appointed a new regional CEO to meet growing demand
12/05/2017
Launch of online investing platform is part of Morgan Stanley’s enhanced offering of digital tools to help investors meet financial goals
12/05/2017
Prospery, an initiative of ABN AMRO, is the first in Europe to offer a proposition such as this.
12/05/2017
Temenos’ WealthSuite will be implemented in a big bang approach, allowing the business to benefit from the new technology in the quickest timeframe.
12/05/2017
Integrated suite of fund management products offers enhanced advisor and investor experiences
12/04/2017
Swiss banking giant UBS inaugurated a new digital centre in Hong Kong. One of its aspirations is to bring wealthy clients and startups closer together to forge collaborations.
12/03/2017
November 1977, when troops were called out to replace them, complete with Green Goddess vehicles not wholly fit for purpose given that they hailed from the 1950s.