03/27/2023
The front-office capabilities of Temenos Wealth will enable Kiatnakin Phatra Securities to digitise more operational elements, broaden the range of products and increase front-office sales efficiency, helping it enhance client interactions and attract a n
03/27/2023
Linedata’s state-of-the-art technological solutions are well suited to the Singaporean financial market and can support its suite of investment fund structures, such as the Variable Capital Company.
03/21/2023
This two-way integration enhances one of the more popular integrations by natively pulling key financial planning data from RightCapital into Black Diamond's platform as account and portfolio information flow from Black Diamond to RightCapital.
03/20/2023
In addition, it was considering using OpenAI technology to enhance advisers’ notes and streamline client communication.
03/17/2023
Experts say that SVB's collapse has been a wake-up call for wealthy individuals with cash reserves.
03/15/2023
Morgan Stanley currently OpenAI’s only strategic client in wealth management
03/10/2023
Investment will expand Masttro’s global reach as leading software platform serving high-net worth ecosystem
03/07/2023
“We are also excited to join UBS Next’s portfolio of fintech companies and look forward to partnering with them on building out our wealth management capabilities.”
03/06/2023
The wealth management industry is rapidly evolving and digitsation is at the very core of this transition.
03/06/2023
CGWM CEO discusses inflation, the positive impact of Consumer Duty and making wealth management more attractive
03/03/2023
Kaiser joins four Swiss banks, UBS, Credit Suisse, Zürcher Kantonalbank and Berner Kantonalbank, that are already CSD members.
03/01/2023
As part of its strategic efforts to grow its network of participating members, SDX welcomes Kaiser Partner Privatbank as a new member on its Central Securities Depository (CSD), the first SDX member bank from Liechtenstein.
03/01/2023
This process will start this year and will also include the subsidiaries of AssetCo such as River and Mercantile, SVM, Saracen, and Rize ETF.
02/28/2023
It also announces that the acquisition of a majority stake in MainStreet Capital Partners Limited (‘MainStreet’), has closed following completion of customary closing conditions.
02/28/2023
Partnership enables Sanctuary's network of advisors to manage 401(k), 403(b), and other held away retirement assets
02/23/2023
Extramile further empowers KGI Asia's professional team's ability to offer unrivalled structured products solutions based on clients' need anytime, anywhere.
02/23/2023
Consumers are increasingly using digital channels for their wealth management needs.
02/22/2023
Among these sectors there is also that of Wealth Management, for which the digital customer experience represents a crucial element of their strategy and a decisive differentiating factor compared to its competitors.
02/21/2023
Randy and Kerry Bliss have built a highly successful business by delivering outstanding service and advice to their clients.
02/20/2023
The Copenhagen-headquartered and global group of over 2000 employees is at the cutting edge of helping their customers adopt the optimal technologies and protocols to fit client needs and help differentiate the client experience in the global wealth and i