02/01/2023
With a vision of helping customers seamlessly manage their wealth, livi bank is committed to leveraging its technological expertise to provide a simple, convenient and secure digital platform for accessing wealth management solutions.
02/01/2023
The cryptocurrency sector may have been in the doldrums in recent months, but global banking giant HSBC is still looking to boost its expertise in the area, advertising for senior digital assets and tokenisation staffers.
02/01/2023
It is also providing the marketing coordination services to support the &me proposition.
01/30/2023
Etops Group and Swissquote have partnered to launch the new product, called Asset Master.
01/30/2023
Globaleye 3.0 will address a gap within the region for efficient, highly personal, digital advice.
01/26/2023
Data Automation Heightens Cost Efficiency and Speeds Onboarding to Help Family Offices Take Advantage of Growing Market
01/26/2023
Leading investment management firm with USD2.1 trillion in AUM extends global technology partnership
01/26/2023
Indosuez Wealth Management acquires a majority stake in Wealth Dynamix, a fintech specialising in client relationship management for private banks
01/26/2023
Asset managers utilize FLX Networks to modularly implement a complementary turnkey distribution solution.
01/26/2023
Citec Solutions provides solutions that cover the entire life cycle of an investment
01/24/2023
The new product provides firms with account aggregation and multi-custodial feeds through a single API.
01/20/2023
Looking forward to 2023, it can be expected that artificial intelligence will have greatly influenced how investors, both retail and institutional, interact with and manage their wealth.
01/19/2023
Focused on delivering premium private banking services, Nagelmackers provides clients with a digital native service and investment experience, building on Objectway Suite to underpin its digital transformation.
01/18/2023
IG Wealth Management will leverage Broadridge's R.Broker solution to optimize advisor team productivity and enrich client experience
01/18/2023
The Zoe Wealth Platform enables clients to gain a greater understanding and control over their wealth
01/17/2023
Aspire Leaderboard placements highlight Broadridge's strength in omni-channel communications, digital transformation, and consultative client approach
01/06/2023
Prepare to hear a bit about this over the next twelve months.
01/06/2023
Late last year, DCG, which owns asset manager Grayscale Investments and cryptocurrency brokerage firm Genesis and others, reduced the size of its workforce by 10%.
01/05/2023
Our vision is to bring embedded banking to the wealth management industry to enable holistic financial management and planning
01/05/2023
The company says the search for a new permanent CEO is underway.