06/07/2023
FusionIQ's finTAMP delivers the first true digital TAMP, integrating their all-in-one, multi-custodian advisor platform with end-to-end digital investment management technology.
06/07/2023
The FX technology solution from Integral delivers advanced liquidity aggregation, a fully customisable pricing engine, and simple API integration.
06/07/2023
Globally systemically important banks have more stringent capital requirements than their smaller counterparts, and the additional time gives UBS more leeway to manage the complicated transaction.
06/07/2023
Fraser is the first foreign executive to meet Li since he assumed the role in May of overseeing China's multi-trillion dollar financial industry, excluding the securities sector.
06/06/2023
Former Citywire AAA-rated Cesar Fernandez has become a founding partner of Alpha Credit Advisors, where he will be chief investment officer.
06/06/2023
The Swiss private banks made progress on the subject of digitization last year.
06/06/2023
With about $350m in assets under management, the owners serve over 150 clients alongside a team of advisers and support specialists.
06/06/2023
Banking Tech USA Awards Honored Wealth Plan for Expanding Access to Wealth Management
06/06/2023
Wealth portfolios across all risk categories suffered losses in May as equity and fixed income markets delivered disappointing returns.
06/06/2023
A wave of interest in artificial intelligence has helped send technology stocks soaring. But the reliance on a small number of stocks to carry markets could be unsustainable.
06/06/2023
Adviser Services Holdings expands national advice arm
06/06/2023
The development all but ends management's months-long campaign to acquire the company.
06/06/2023
The new offering will focus on established business owners and those considering exit, offering traditional services and lifestyle investments.
06/06/2023
In Singapore, the central bank employs 11 people in total and it is currently the SNB's only foreign branch.
06/06/2023
Partnership with Investment 20/20
06/05/2023
The software will further empower our advisors with intuitive, relevant portfolio analytics, which facilitate freedom within an established investment framework.
06/05/2023
Credit Suisse shareholders to receive one UBS share for every 22.48 outstanding shares held.UBS Group AG to assume all Credit Suisse Group AG assets and liabilities.
06/05/2023
With only 1.2 billion dollars assets under management, it is small in size, yet the deal proves the buyer's growth ambitions in Asia.
06/05/2023
The Asiamoney Private Banking Awards recognize institutions that are critical to the region’s wealthy individuals and families, helping them navigate the worst of the volatility of the past year.
06/05/2023
Florence Schnydrig Moser knows what affluent customers want