05/13/2022
Plugging Tech Into Wealth Management
Technology is the answer for wealth management, as much as it is for any other industry seeking to target and serve clients in a more personalized way.
Wealth & Asset Management
05/13/2022
An ESG Digital Swiss Bank gets off the Starting Block
Radicant, a purely digital company co-founded and led by CEO Anders Bally, is organizationally independent of BLKB
05/13/2022
Swiss Banks Clam Up Out of Fear
The potential of being overtaken by a third party is a deep-seated fear. It is like losing a job to technological progress.
05/13/2022
WealthTech Trends for 2022 and Beyond
As part of this industry research, the authors identify ten trends in these four distinct areas for 2022 and beyond.
05/12/2022
Endowus Adds Ex-Morgan Stanley Private Banking Duo
Endowus hires Sean Wong as head of investments and Min Axthelm as director of research, according to a statement.
05/12/2022
Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations
TownSquare’s full-service investment and trading platform will add $6 billion to Orion’s $60 billion in TAMP assets
05/11/2022
SS&C Launches Blue Prism Desktop to Optimize Desktop Process Management
Blue Prism Desktop enables businesses to securely and centrally execute automated desktop processes, reducing governance and security risks
05/11/2022
UBS Appears to be Mapping out a Digital Roadmap
According to the report, the registrations of the new trademarks could indicate UBS is in the process of building additional brands for a future digital business.
05/11/2022
Delio announces formation of Advisory Board as it accelerates international growth plans
The Board will be chaired by Kevin Smith, a former senior partner at KPMG who also chaired their Global ‘Emerging Giants Centre of Excellence.’
05/09/2022
HCL Technologies Signs Deal to Acquire Wealth Management Specialist
Through this strategic acquisition, HCL will increase its footprint in the global wealth management market with emphasis on Avaloq consulting, implementation and management capabilities.
05/09/2022
After a record year, Reuss Private Group AG expects more moderate growth
In June 2021, Reuss Private Bank für Wertpapierhandel AG received a license for the financial commission business from BaFin and changed its name.
05/05/2022
Scalable Capital expands digital wealth management service
"We offer digital, cost-effective and now even more tailored wealth management from as little as 20 euros per month," says Franziska Grotz, VP Wealth & Sustainability Officer at Scalable Capital.
05/04/2022
L.E.K. puts Spotlight on Value Creation in UK Wealth Management Industry
The industry remains in a state of flux and business models continue to evolve
05/04/2022
LGT Bank Selects SEBA Bank To Provide Digital Asset Custody and Brokerage Services
LGT Bank is part of LGT Group, a leading international private banking and asset management group with over CHF 280 billion in assets under management.
05/02/2022
First virtual bank in Hong Kong to offer digital wealth advisory
GoWealth Digital Wealth Advisory goes into Soft Launch
05/02/2022
Practifi To Expand v Footprint
Wealthtech Provider Sets Its Sight on Powering the Future of Wealth Management and Financial Advice
05/02/2022
Practifi Unveils Brand Evolution and Expanded Platform Capabilities for RIAs and Enterprise Firms
Practifi Sets Sight on Powering the Future of the Wealth Management Industry.
05/02/2022
TWM WealthTech 2022 Report
In practice, this means that wealth managers need to go back to basics, identify the parts of the whole, and invest accordingly for long-term strategic success.
05/02/2022
SACCOS are digitising their financial services
Besides this cybersecurity remains high on their agenda while they also need to closely monitor and prevent any fraudulent activities.
04/29/2022
CREALOGIX recognised at The Digital Banker CX awards
Digital tools need to interact with real-life services in order to connect with real-life people.