07/20/2021
Chris chats to us about his background and reasons for setting up ALT/AVE, his team, the offering the firm has brought to market and its benefits, why it was built on Blockchain, their target market and more.
07/20/2021
When talking about structure, we also refer to the page and line where the strings to acquire are located along with their placement within the line and their format, which may be fixed as for dates and tax code, or variable.
07/19/2021
Asset managers to benefit from flexible workspaces and intuitive workflows
07/19/2021
The investment management firm’s international growth has relied increasingly upon Salerio, which automates key middle office processes.
07/19/2021
Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Anil Venuturupalli, Chief Operating Officer at HSBC Private Banking
07/16/2021
Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by John Leung, Client Director for Asia at Delio
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?