08/01/2024
Bourgeois Bohème also called BoBo Fintech, a cutting-edge wealth platform, is redefining the way affluent clients manage their finances, blending high-tech functionality with high-end lifestyle services.
08/01/2024
New platform enables Credicorp Capital, part of one of Latin America’s largest financial groups, to handle larger fund transaction volumes across countries with greater stability and agility
08/01/2024
Enhanced data visualisation and increased process automation are among the top functions desired by wealth managers
07/31/2024
These enhanced offerings are all designed to optimize the user experience for advisors, enabling them to provide flexible investment solutions to the clients that they serve
07/31/2024
The findings of the study establishes a virtuous, cyclical relationship between high levels of financial wellbeing and personal wellbeing.
07/30/2024
The company has now bagged a total of $22 million to date and claims that private funds oversee around €2 billion in assets via its offering.
07/29/2024
Capgemini generated revenues of €11,138 million in H1 2024, down -2.5% year-on-year on a reported basis and -2.6% at constant exchange rates*.
07/29/2024
The platform delivers the most superior user experience, interface and functional design to support any workflow, investor journey or reporting that asset managers require to support investors.
07/29/2024
This investment will support the firm’s ambition to unlock rising demand from private investors seeking access to a leading range of global alternative investment opportunities.
07/26/2024
One of the most impacted aspects is portfolio risk management . Regulation requires rigorous monitoring of market, credit and liquidity risks for the assets of private clients advised.
07/26/2024
Franklin Templeton and SBI Holdings have signed a Memorandum of Understanding to establish a joint venture in Japan
07/25/2024
Business performance is enabled by expanded trading features and platform, strategic partnerships with leading digital asset and TradFi financial institutions, and a diverse, international team now over 250-strong.
07/25/2024
Diluted earnings per share were $1.05 in second-quarter 2024 compared to $0.89 in second-quarter 2023.
07/25/2024
The new tool developed by Objectway
07/23/2024
Report from the Capgemini Research Institute
07/22/2024
Due to evolving FinTechs, the masses are better equipped to make informed financial investment decisions and be aware of the trends within the wealth allocation and management industry.
07/18/2024
FCA: “We expect you to have implemented the Consumer Duty in full, which requires you to put the needs of your consumers first.
07/17/2024
Quantifeed’s QEngine platform and Thought Machine’s Vault Core offer a comprehensive solution for private banks.
07/17/2024
The feature is now rolling out to selected customer segments and will be gradually expanded to the entire customer base.
07/16/2024
At the beginning of 2020, the Wealth Management division of Standard Chartered Bank kickstarted an ambitious journey to scale up its digital advisory platform capabilities.