03/10/2021
85% of Wealth Managers Who Hold Bitcoin Plan to Buy More
New research found that a majority of institutional investors already holding Bitcoin plan to increase their exposure to the asset.
03/10/2021
Our customers want to grow their client base reaching digital savvy people
03/09/2021
The partnership represents the latest development on Fortu’s journey to revolutionize the worlds of private banking and wealth management.
03/09/2021
Using algorithms to deliver tailored solutions, robo-advisors make investment affordable
03/09/2021
As part of the new financing, WeLab Bank intends to enter the digital wealth management and insurance market through a working alliance with Allianz Global Investors.
03/09/2021
The acquisition of Emphasys Technologies marks our entry into the US and will provide a foundation for the development of our capital markets services suite in the country.
03/09/2021
The Zurich-based boutique private bank NPB, founded in 2001, has been a partner of Incore since 2013.
03/08/2021
Aave's article from our DLT & Blockchain Report
03/08/2021
Driven by increasing client demand, Bordier has expanded its private banking services to include digital assets through a partnership with Sygnum Bank, leveraging the latter’s B2B banking platform.
03/08/2021
AutoRek’s software automates high-volume reconciliation, exception management and data analysis
03/05/2021
Contemi In Conversation With Neil Blackstone, Senior Director Business Development At Blankstone Sington
Owing to the long-standing working relationship between the two firms
03/05/2021
Swiss consortium to spur blockchain-based innovation with a Gold Token
The token will allow physical delivery in investor-specified quantities and will empower the holder with responsibly sourced gold.
03/05/2021
Singapore digital wealth firm enters Hong Kong
It has already secured three different licenses from the regulator
03/05/2021
Sea Change: Ensuring Operational and Technology Readiness with Geneva
While some milestones in the transition timeline have been adjusted due to the pandemic and many accounting questions are still being sorted out, the time is now for firms to prepare, to avoid being caught off guard by these looming deadlines.
03/05/2021
Digital distribution experience: where operations meet sales and marketing
People who are now spending more time on video conferences from their PCs and phones; people who are experiencing how well Uber, Amazon and Facebook know who they are and anticipate their needs; and people who have daily questions answered by smart-speaki
03/04/2021
A new business line dedicated to technology products and services
03/04/2021
The discussion was a candid exchange of ideas and opinions covering a wide range of topics including how wealth management firms are responding to the pandemic
03/04/2021
Objectway WealthTech Suite Commended For Completeness And Usability
03/04/2021
We’re already seeing signs of challengers entering the wealth space
03/04/2021
Taking portfolio management activities to the next level