03/09/2018
“This exciting new business will be focused on supporting the ongoing digital and operational transformation of leading wealth management firms worldwide, taking into account the regulatory complexities and high-quality transactional execution requi
03/08/2018
CA-PBS was created in 1992 at the heart of Indosuez and has since been a pioneer in outsourced banking services.
03/08/2018
A show of hands early in the proceedings revealed that a good proportion of those in the room were from UK-based companies.
03/07/2018
Dion Global’s Wealth Intelligence (erstwhile Invantage solution) has been supporting the growth of several wealth management firms in the UK for over thirty years.
03/06/2018
UBS signed up Californian fintech firm Sig Fig for the development of the product. It concluded the agreement with the company in May 2016.
03/06/2018
The company today has a presence in Europe, the Middle East, America, Asia and Africa, throughout those regions delivering innovative solutions to both start-ups and established banking and finance institutions, through direct communication or a reliable
03/05/2018
Dutch asset manager launches new client communication and reporting portal using SS&C's Vision FI
03/02/2018
The service costs 75 basis points, which FinaincalPlanning.com noted was higher than some of the other robo-advisory services on the market.
02/23/2018
"After assessing many different investment reporting solutions available in the marketplace, we determined that Private Wealth Systems was the best fit for our firm"
02/22/2018
The project will be Avaloq’s first in Thailand, strengthening its position in the APAC region.
02/22/2018
This unique, U.S.-specific version of the global Voice of Wealth app from BNP Paribas, Bank of the West's parent company, delivers exclusive domestic and global insights anywhere, anytime.
02/21/2018
Analysts at Berenberg said the deal was consistent with Temenos’s strategy of expanding outside of core banking.
02/21/2018
It currently manages $1.45 billion for more than 65,000 clients in the three markets it operates in.
02/20/2018
As wealth is passed between generations, advisers must adapt to their new target group and adopt the right technology
02/20/2018
Automation may pose a threat to jobs, but it also puts an added psychological pressure on staff who have to keep pace with the robots
02/20/2018
We asked Peter Schramme, Chief Business Development Officer, that question about disruption and he suggested to weaken the word a little, because every new thing that pops up is called disruption today.
02/20/2018
Swiss Fintech firm to bid for U.K. company
There can be no certainty that any offer will ultimately be made for Fidessa.
02/20/2018
BBVA Switzerland is the first private banking organisation to adopt DocuSign in Europe.
02/16/2018
Among these new features is the organization’s web terminal, designed and delivered by LzLabs
02/15/2018
The technology recognizes customers in an instant, allowing relationship managers rapid access to their records.