05/07/2025
The latest upgrade delivers a suite of innovative features designed to streamline advice production, reduce operational costs, and help firms scale effectively amid growing regulatory demands and rising client expectations.
05/06/2025
None of the digital banks have reported a net profit, though their losses have narrowed.
05/05/2025
Through the partnership, ADDX will offer access to a globally diversified secondaries strategy
05/02/2025
French noted that there is merit in keeping things simple
05/02/2025
From high-frequency trading to robo-advisory services, AI is transforming financial decision-making at an unprecedented pace.
05/01/2025
So-called “finfluencers” like Richtsteiger often reach hundreds of thousands of followers – and thus achieve a greater reach than many traditional media channels.
04/30/2025
The Private Equity Fund is currently one of the most popular investment choices among PWM clients, reflecting rising interest in exclusive investment opportunities.
04/30/2025
The focus was on the question of whether regulated Swiss banks should issue stablecoins themselves in the future – preferably based on the Swiss franc.
04/29/2025
SIX's new offering delivers reliable fixed income data to banks, asset managers, wealth managers, and hedge funds worldwide.
04/29/2025
The partnership brings Broadridge’s data aggregation, monitoring, reporting, and proprietary fund scoring capabilities to OneDigital’s national platform.
04/25/2025
Around 50% of the institutions surveyed by FINMA use AI
04/25/2025
This is a pattern which has seen high net worth investors and family offices look to diversify their portfolios and gain exposure to selections of fine wines.
04/24/2025
The two Swiss startup companies Homie and Arvy complement the Hypothekarbank Lenzburg ecosystem in the banking-as-a-service business.
04/24/2025
SCALE, Standard Chartered’s foreign exchange (FX) service, is now available on Temenos Exchange
04/24/2025
To meet this challenge, many asset managers are increasingly collaborating with fintechs. New metrics are now coming into focus when selecting the right technology partner.
04/24/2025
The opening of Avaloq’s new office in Dubai marks a significant milestone in its international growth.
04/23/2025
WealthSelect eases wealth management with intuitive tech, institutional-grade investment strategies, and dedicated consulting.
04/22/2025
The study with organisations invested in the sector found 87% believe fund managers will increasingly look at the potential to tokenise investment funds and asset classes over the next three years.
04/22/2025
The Technical Spotlight of the Spring 2025 edition looks at the complex area of gifting
04/17/2025
This guide shows you how to leverage AI in wealth management practice.