02/12/2020
Founded in 2006, Wealthtime consolidates the investment portfolios and financial assets of individuals seeking advice from Independent Financial Advisers into one clear and easy to use online service offering.
02/12/2020
Most family offices will realize that they don’t have any such people on board, at least not with a strong background in digital banking.
02/12/2020
Both parties are jointly preparing this step.
02/11/2020
This was the first investment from the CDPQ-Generation partnership, who came together to make large-scale, long-term sustainable investments.
02/11/2020
The app also encourages clients to have more informed and enriched conversations with their UBS Financial Advisor to help them reach their personal financial goals.
02/10/2020
And the planned acquisition requires advance consultation with the relevant works councils.
02/10/2020
At the same time, Heartwood has also identified the untapped potential of client communications, together with digital channels, to deliver an engaging, consistent and holistic client experience.
02/10/2020
Everyone has really pulled together to ensure we continue to deliver the highest level of service to our clients, and move us that bit closer to our goal of being recognised as a Best client reporting in the Wealth Management space”.
02/10/2020
Wealth managers and private banks globally use Charles River to make more informed investment and de-risking decisions.
02/10/2020
SS&C was first appointed by Ares in 2013 to provide fund administration and middle-office services.
02/07/2020
This nomination highlights our commitment to developing cutting-edge, client-centric technology solutions
02/07/2020
Users can invest in blue chip private equity opportunities with a minimum investment starting at €100,000.
02/06/2020
AI can make investment managers more efficient through better data easily accessed and understood.
02/06/2020
We are already seeing a number of family offices with heavily concentrated positions (whether these are from a business, investment or geographic perspective) looking for opportunities to diversify through various means.
02/04/2020
Combine the power of Microsoft technology with the specific market expertise of Wealth Dynamix, and you have the perfect solution to address the regulatory and digital challenges of today's wealth management industry.
02/04/2020
Berenberg will continue to move forward with its agile, user-centered methodology
02/03/2020
The London-based fintech business on its plans to close a first Irish deal by mid-year.
01/31/2020
The investments we make and our success in 2019 situate us well for the future.”
01/31/2020
Panicked clients seek advice after alleged hack of Amazon founder Jeff Bezos’ iPhone
01/31/2020
Citi Wealth Builder will be free for clients with at least $50,000 at the bank