09/22/2020
Following this acquisition, Apex will be able to offer clients a range of compliance services, including anti-money laundering outsourcing, compliance technology, fintech advisory, client assets compliance, and private placement compliance.
09/22/2020
The paper sets out the background to behavioural finance theory, in particular highlighting the uncertain, complex financial landscape clients and advisers now find themselves in.
09/17/2020
For Avaloq, these challenges can be traced back to four megatrends: wealth shifts, socio-behavioural changes, technological evolution and economic & monetary turmoil.