10/27/2020
Opalesque Industry Update - Two Ocean Trust, a Wyoming-chartered trust company that provides wealth management services for high-net worth individuals, family offices, and advisers, announced the launch of a comprehensive suite of digital asset products a
10/27/2020
Automated Alternative Investment Data Collection and Delivery Increase Family Office Efficiency
10/26/2020
CEO of Incedo, a Bay Area-headquartered consulting, analytics and technology services firm.
10/23/2020
BITA Risk now brings practical ESG (Environmental, Social and Governance) management to the desktop for wealth managers.
10/23/2020
The ascendance of a new generation of retail investors has enhanced the spotlight on this fast growing area, as has COVID-19.
10/22/2020
While consumer data rights legislation officially kicked off in July this year, it won’t be until next year we’ll begin to see some of the benefits of Open Banking.
10/22/2020
With AI, after a time we may start to receive different answers from the same inputs because it generally involves broader data sets and far higher volumes, with all the associated probabilities.
10/22/2020
Build it and they will come.
10/22/2020
Movements in the Indicator reflect investor confidence in their allocations to hedge funds.
10/22/2020
This helped Cidel grow its AUM even during the initial stages of the implementation
10/22/2020
New technology provides a fully digital SBL process, from origination to collateral monitoring to loan servicing with advisor and client self-service capability
10/21/2020
Its clients span many of the top brands in retail and wholesale banking, insurance, wealth management and fintech.
10/20/2020
Fintech is booming, and digital financial services (digital wealth, online insurance, online trading etc.) are an integral contributor to that boom.
10/20/2020
To perform at our best we need to have the discipline to switch off and focus - we’re humans, not machines.
10/20/2020
People are still the primary risk to data loss or an information security breach, so keep up the training and education particularly around fraud and social engineering, and reinforce the care required around unknown emails, fake emails or websites.
10/20/2020
Shifting from Awareness to Action on Gender Diversity
10/20/2020
The high-volume solution offers a single-stock record across all asset classes and markets, driving domestic and international corporate actions processing.
10/16/2020
When it comes to assessing the mood of ultra-high-net-worth families, though, this is far from the whole story.
10/15/2020
The agreement will see the Taiwanese bank implement Avaloq’s market-leading wealth management software across its private banking division in Taiwan, Hong Kong and Singapore.
10/15/2020
The consumer goods industry has always used the tactics of personalisation and customisation: a piece of jewellery adapted to the taste of the individual, the unique pair of trainers offered to an individual, the dream car that no one else is driving.