10/31/2022
With private markets now high on the agenda for the vast majority of wealth management firms, we took a look at some of the major developments that have occurred since we last conducted this research in the autumn of 2019.
10/31/2022
To enhance client experience with an Integrated Wealth Management platform
10/27/2022
As 49% claim they mainly rely on own intuition to assess their customers’ psychology
10/27/2022
The funding round, which was led by Ocotopus Ventures with participation from Seedcamp and Semantic
10/27/2022
The integration of Envestnet’s and FNZ’s platform will allow for real-time account opening and funding along with digitally automated servicing and maintenance capabilities for the full lifecycle of the client account.
10/27/2022
BCA is one of the key players in Indonesia’s banking sector, operating more than 1,000 branch offices throughout the country.
10/26/2022
The platform provides both local and global investment solutions through a robust selection process, dedicated investor education as well as 24-hour tracking based on market developments.
10/26/2022
SS&C offers a strong combination of advanced and scalable technology and operational expertise.
10/24/2022
Moneybox helps people build wealth with confidence
10/21/2022
This expansion of the Wealth Data Platform is possible through Envestnet’s partnership with Snowflake, the Data Cloud company, and the Powered by Snowflake program.
10/21/2022
SS&C sees the purchase as a “strategic acquisition” that will boost the firm’s existing solutions for asset managers and discretionary wealth managers.
10/21/2022
Next-generation technologies unlock capabilities for improved prospecting, client personalization, and more
10/17/2022
Combined group has $4bn in AuM
10/17/2022
Average nominal growth of financial assets is expected to be at 4.6% until 2025, according to Allianz
10/17/2022
Zedra has acknowledged the volatile and rapidly evolving environment (regulatory, political, social, criminal) that the industry is facing.
10/14/2022
Ad hoc announcement pursuant to Art. 53 LR
10/13/2022
Broadridge expects significant opportunities to be had aligning business strategies to meet shifting secular trends, many of which, if missed, will increasingly bifurcate the market between winners and losers.
10/13/2022
Clients have been increasingly demanding access to private markets as they seek access to asset classes that help to diversify their portfolios while potentially generating greater returns in a climate of increasing inflation and interest rates.
10/13/2022
The platform aims to become a one-stop solution offering aggregator, independent asset management, gatekeeper, and private wealth advisory services to UHNW families with traditional assets as well as crypto-native investors.
10/13/2022
UBCI has a network of 103 branches operating in the very heart of Tunisia’s main economic centres.