07/06/2021
Leveraging an open architecture refers to the seamless connectivity that allows organisations to automate business processes and enhance the sharing and embedding of data between various applications.
07/06/2021
Almost 60% of respondents said cryptos and digital assets would continue to grow over the long term, which is why they want to invest bigger amounts in them.
07/05/2021
The banks "need to work out how to keep the client money on their books, so wealth management makes sense as a product push.
07/05/2021
Tech start-up Endowus has attracted cash from the Swiss bank, Samsung and Singtel to fund expansion.
07/05/2021
Cloud based solutions and cybersecurity will dominate the infrastructure evolution
07/05/2021
The question of how to avoid greenwashing will become more prevalent as firms develop their ESG proposition.
07/05/2021
Technology is at the heart of modernization, but to be successful, a transformation should be business-led and technology-enabled.
07/02/2021
Credit Suisse is one of Switzerland's first major banks to now extend its open banking services from the corporate clients to the private clients segment.
07/02/2021
It’s an honour to receive this prestigious award from Goodacre
07/01/2021
In the past few months Synpulse, SGKB, and the wealthtechs that belong to the OpenWealth Community have specified the first version of the OpenWealth API.
07/01/2021
The additional capital brings the total size of the firm’s Series A funding round to $22 million
07/01/2021
LGT Capital Partners currently manages more than USD 75 billion in assets under management and operates from 12 offices around the globe.
07/01/2021
The Awards provide an important point of reference for user firms assessing the suitability of their operational infrastructure.
07/01/2021
The solution provides a combination of surveillance and regulatory reporting as well as compliance consulting capabilities for US regulations.
07/01/2021
One of the key challenges identified was integrating ESG into the investment management framework and then monitoring this.
06/30/2021
As private market investments generate increasing interest from HNW individuals, wealth managers need to consider that these clients are likely to operate from several international locations.
06/30/2021
The new integration provides SS&C advisory clients with performance reporting and access to Eaglebrook’s Bitcoin and Crypto SMAs
06/30/2021
Mole Valley Asset Management (‘MVAM’) has been running its investment proposition on Third Financial’s wealth management software
06/29/2021
The SEI Wealth Platform is part of SEI’s Global Wealth Management Services business
06/29/2021
However, Wood and 21Shares may have to wait a while before the fund can launch.