08/05/2022
Temenos Wealth is awarded 'best-in-class' status for integrated portfolio management and securities trading platform for wealth managers and private bankers
08/04/2022
To sustain their business model and achieve further growth, many are pivoting to wealth management to provide value-added services.
08/03/2022
InvestorAi will make AI-powered insights accessible to customers of Goodwill, giving them access to high-quality investing information in real-time.
08/02/2022
Leading South East Asia financial service provider selects SS&C’s Global Wealth Platform
08/02/2022
Reaffirming its commitment to APAC, Broadridge opens a new office in Singapore, paving the way for further growth in headcount, investment and solution offerings
08/02/2022
The debt and equity fund will target late-stage fintechs seeking to raise over $50m.
08/02/2022
With this collaboration, WealthOS clients can embed TrueLayer’s instant, secure account-to-account payments within the funding journeys of their digital wealth products.
08/01/2022
Adjusted revenue $1,330.0 million, up 5.5%, Adjusted Diluted Earnings Per Share $1.10, down 11.3%
08/01/2022
The Swiss company’s service offerings in Singapore are in the areas of exchanges, securities services and financial services
08/01/2022
The UAE asset and wealth management firm participated in the Fintech Saudi Demo Day after it successfully completed the Program
08/01/2022
These huge global firms created a demand for middle and back office operational outsourcing solutions, initially filled by the major global custody banks.
07/27/2022
The digitalization of the wealth management industry has brought on unique demands, shifting from personal interactions to multi-communication channels.
07/27/2022
TIFIN Wealth's solutions to be promoted in Chalice's marketplace; their investment personalization and digital marketing solutions available at a discount to Chalice affiliated wealth managers
07/21/2022
The Crowdcube campaign will run for three weeks and has a target of £1 million. It will be the first time Wombat is coming back to Crowdcube since it launched in 2019.
07/21/2022
The strategic partnership will enable ATRAM to modernize and digitize their wealth management solutions to meet the growing need for intelligent and intuitive investment services.
07/21/2022
Goal-based financial planning will be available to Rabobank’s HNWI and retail clients
07/20/2022
The acquisition represents a further investment by FNZ in the growing private banking sector and will increase its presence in the cross-border wealth centers of Switzerland, Liechtenstein and Luxembourg.
07/20/2022
“We both firmly believe that using technology to best effect can make a huge difference to the success of an advice firm.”
07/18/2022
Private markets investments have the potential to generate higher returns and provide diversification benefits to investors as they seek to access relatively untapped opportunities.
07/18/2022
With close contact being restricted or highly discouraged during the public health crisis, companies began to adopt innovative solutions to ensure business continuity, and most importantly, uninterrupted client service.