02/28/2017
Israel’s high-tech boom is creating a new generation of millionaires after the value of assets sold in 2016 rose to their highest level for four years, according to a report by IVC Research Center and Meitar Liquornik Geva Leshem Tal.
02/28/2017
The award is a result of Evli’s continuous efforts to combine the best digital and traditional service models
02/28/2017
The funds that are being offered are fixed income, yield, balanced, growth and equity.
02/27/2017
By doing so they are offering innovative digital tools for people interested in an alternative way of handling their finances.
02/23/2017
Moneyfarm has since partnered with global money app Revolut, creating an offer that activated users across both platforms.
02/21/2017
The process of software asset management needs adapting
02/21/2017
The news comes after PwC's annual CEO survey warned wealth and fund firms risk be 'swept away' in the technological revolution in financial services.
02/20/2017
Today’s digital technology is a strategic asset to help create an efficient client experience.
02/20/2017
Euclidea provides personalised investment management solutions with high quality standards, half the management fees compared to traditional wealth managers and a comparatively low minimum investment of €10,000.
02/20/2017
Supervised by the Bank of Italy, in November 2016 Euclidea received authorisation from Consob to operate as Investment Manager.
02/17/2017
The increasing number of deals is just a sign of the further maturation of this space
02/17/2017
Organisations need to focus on some key aspects of running their business
02/16/2017
What does this technological disruption mean for your money?
02/16/2017
Responding to adviser demand
02/15/2017
2016 has been another outstanding year for Temenos, coming off the back of a record 2015.
02/14/2017
Wealth management IT firm boosts revenue
Earnings before interest, taxes, depreciation and amortisation increased 41% to CHF 82 million from CHF 58 million in 2015, a year characterised by significant up-front investments in new digital banking technologies, Software as a Service solutions and
02/14/2017
Avaloq has largely completed its transformation from a pure play software company to an integrated service provider
02/14/2017
The investment management space has, for some time, faced considerable pressures from digitalisation – from demand from clients for improved services, to technologies that cut costs, improve returns and reduce risks.
02/13/2017
Charles River’s wealth management solution supports the entire investment lifecycle
02/10/2017
DBS Bank unveiled a new feature of its platform for its wealth management clients