04/02/2025
Nextportfolio 4 builds on the modular and flexible nature of the tool, while leveraging data-driven depth analysis together with the power of AI, to offer timely and personalized insights at the click of a button
04/02/2025
With AI adoption and expansion into private markets shaping the industry, companies embracing transformation will be best positioned for the future
04/02/2025
The firm has been adding more tailored options as the firm aims to introduce holistic investment solutions to help clients diversify portfolios.
03/31/2025
As AI hype ebbs, portfolio manager Tomasz Godziek is zeroing in on the deeptech enablers, from quantum computing to next-gen semiconductors.
03/28/2025
Experts warn bad UX and weak security erode client trust.
03/28/2025
He now chairs AssetCo, a firm focused on asset and wealth management innovation and Revolut, the global neobank transforming digital banking and payments.
03/27/2025
BlackRock Regains Top Spot in the U.S. in Broadridge’s Fund Brand 50 2025 Report
03/27/2025
The electronic service, which has been available for UK and EU equities since January 2023
03/27/2025
Stock trading app Robinhood continues to build out its product suite, adding wealth management and private banking services, as well as an AI investment tool.
03/25/2025
Developing staff members’ digital competences, which is central to the partnership with Microsoft and applies across the whole Group
03/25/2025
As the initial wave of excitement surrounding AI innovation has settled, firms are moving beyond theoretical discussions and experimental pilot programs toward tangible, scalable applications.
03/25/2025
With this fresh capital, RockFi aims to fast-track its expansion and reach its target of managing €1bn in assets by the close of 2026.
03/24/2025
Sygnum’s new Lugano office will serve as a convenient local access point for Sygnum’s expanding roster of Ticino based clients, prospects and partners.
03/24/2025
The Sydney-based advice firm has announced a partnership with HeirWealth to help its advisers better meet the needs of their high-net-worth clients.
03/24/2025
Institutional money is changing the relationship between crypto and traditional finance, private banking must move fast or miss out. Rani Jabban writes.
03/21/2025
But after much hype and little action, new technologies are finally beginning to shape the way assets are being managed.
03/21/2025
Features include an AI assistant that answers questions related to portfolio documents, assets and investment managers.
03/20/2025
Prestigious Annual Awards Program Recognizes Outstanding Financial Technology Products And Companies Around the World
03/20/2025
Replacing legacy versions, both the app and the portal have been designed to help improve client experience
03/19/2025
The central element of the new DLT trading system is direct settlement against Swiss francs and the transfer of assets via a public blockchain – without the need for intermediaries such as central securities depositories.