07/16/2021
Using Munnypot’s proven and award winning technology platform, Verso will blend the expertise of its client advisors with automated advice capability, allowing cost-effective customer segmentation by value and complexity.
07/16/2021
The acquisitions are expected to complete shortly
07/14/2021
The bank will deploy FIS Unity, a leading-edge global wealth management platform that is fully integrated with FIS trust accounting
07/13/2021
The acquisition of Tradesocio will extend Bambu's digital wealth capabilities, doubling the number of employees to 130 and further accelerating global expansion
07/13/2021
Covid-19 has shone a bright light on inefficiency and the need to automate many of the mundane
07/13/2021
The questions comes as Temasek's geographical exposure to China is the largest, at 27 per cent, as at March 31, 2021.
07/13/2021
Different industries face different levels of ESG risk, and therefore divergence can be very significant.
07/13/2021
Envestnet to provide access to a curated menu of alternative investments by UBS and iCapital Network through new Alternatives Exchange, leveraging iCapital's turnkey technology solution
07/12/2021
Wealth Managers are at various stages of enacting their digital agenda, but they generally agree on their most important immediate priorities
07/12/2021
“The length of time it takes to build up a franchise in the UK is easily underestimated,” said Goodbody banking analyst John Cronin. “It takes years.”
07/09/2021
Endowus continues to ride on growth momentum having recently secured three new strategic investors in UBS, Singtel and Samsung while hiring ex-Deutsche Bank managing director Wei Mei Tan as its chief advisory officer.
07/09/2021
Firms are more likely to succeed if they have well-defined objectives and capabilities, and are able to manage costs while investing in transformative technology.
07/09/2021
The report also includes an insightful article by Azentio Software, titled “Integration – Bringing Data and Ecosystems Together”.
07/08/2021
As we emerge from the global health crisis, how can advisers increase trust with their clients?
07/08/2021
Banks and wealth managers need to find a balance between what technology and what talented staff offer clients.
07/08/2021
Terms of the acquisition were not publicly disclosed.
07/08/2021
Going forward, these platforms will be further implemented to offer secure, stable and high-quality services for virtual cooperation, meetings and events
07/07/2021
Private wealth managers need to get a 360-degree understanding that the full client relationship has to be at the centre of their value proposition.
07/07/2021
The two most common reasons why clients leave their investment manager is underperformance and a lack of communication.
07/07/2021
Digital onboarding gave the possibility to engage the prospective client in digital onboarding process, encouraging them to send documents