09/01/2020
The acquisition of Sameer Mittal & Associates, which is located in New Delhi’s financial and technology hub, builds on Intertrust’s strategic commitment to being at the forefront of technology
08/27/2020
The ability to attract fresh inflows of money from around the world and to help clients grow their wealth are highlighted as key metrics in determining the health of private banks.
08/26/2020
Robo-advisors are digital wealth management platforms providing automated advice and allowing standalone robo-advisors or banks to scale to reach a larger number of clients.
08/25/2020
Conversational banking opens up a world of opportunities in wealth management and retail banking.
08/24/2020
Study of world’s largest 1,200 companies reveals biggest quarterly drop since records began
08/21/2020
Banks face a real quandary with their technology investment strategies.
08/20/2020
"We believe this partnership will accelerate the pace of digital transformation within the financial institution industry in Thailand and across the Southeast Asian region,"
08/20/2020
«[W]ealth management is not immune to digital disruption, nor should it be,» Gutmannsbauer said.
08/19/2020
Solution is a secure one stop shop for RIAs who want to participate in digital assets. Quantum Capital Management has signed on, with client assets already under management.
08/19/2020
The agreement covers the Caribbean region and opens up the possibility for IPBS customers to benefit from an estimated 75% reduction in onboarding time and cost with improved AML and KYC compliance.
08/19/2020
But this sector is now adopting the latest tools to better serve both high-net-worth individuals (HNWIs) and the mass affluent by re-tooling digital advice for these demographics.
08/19/2020
Wealth management firm Quantum Capital Management will use the solution to manage digital assets for its clients. It will also utilise the solution to deliver digital asset management services to other RIAs.
08/18/2020
The platform, to be jointly operated by both parties and used for retail investors in Thailand, will help Lufax to expand its footprint in the region.
08/18/2020
The FTSE100 company currently holds over GBP115 billion AUM.
08/18/2020
51% of North American financial advisors often think of leaving current wealth firm in search of better technology 77% report losing business due to inadequate technology
08/14/2020
In addition to detailed accounting for any asset class, including complex private debt, we’re continuing to enhance Geneva World Investor’s comprehensive support for any fund structure, from open-ended hedge funds to closed-end and hybrid stru
08/13/2020
SigFig has seen an increased interest in institutional demand for its managed account services, said Dan Mercurio, general manager and head of revenue and strategic partnerships for SigFig.
08/12/2020
Business recognised for robust deliverables amidst Covid-19 disruption
08/11/2020
The bank employs 722 staff, and is headquartered in Gland.
08/11/2020
Recurring fee revenues increased 10% to $3,036 million from $2,760 million.