06/24/2020
The BCG report says big tech groups, including Amazon, Google LLC and Microsoft Corp., were already building the digital infrastructure required by wealth managers. Amazon, Alibaba and some others offer financial products.
06/24/2020
It will be able to offer services to retail clients in the Special Administrative Region
06/23/2020
By actively connecting the life goals of clients with their investment plans, relationship managers can deliver greater value and reduce excess pressure on service fees, by creating investment strategies that are more likely to satisfy client expectations
06/23/2020
Technology groups are well positioned to offer bespoke financial products for the affluent, report finds
06/23/2020
The new noise-tracking device presented by PwC would have enabled the compliance staff of trading houses to detect unusual activities in the homes of employees.
06/23/2020
The bank has the technology available to maintain its services throughout an emergency situation such as the one presented by the pandemic, giving remote access to its bankers to systems they need for their work – anywhere, at any time from any devi
06/22/2020
The award is the seventh accolade or industry citation to be won by Avaloq in 2020; most recently, it won the Best Outsourcing Solution and Best Transaction Processing awards at the WealthBriefing Asia Awards 2020.
06/22/2020
Salerio was designed to handle unprecedented surges in trading volumes even while operating remotely.
06/19/2020
The new service will operate as a separate business unit to be run by a Luxembourg Management Company in the future.
06/19/2020
Broadridge and WBR survey 100 buy-side operations leaders.
06/19/2020
Another area examined was the collection of withholding tax on income from equity and participation tokens.
06/18/2020
Acumennet eFX can be deployed as stand-alone or as part of the award-winning Treasury platform Acumennet whilst it can be deployed on-premises or in the cloud.
06/18/2020
From promise to reality
06/18/2020
The idea of a state-run digital currency (or e-RMB) has been brewing in China since 2014, with a pilot programme starting in recent months. It is a digital yuan – backed by the government.
06/17/2020
Broadridge has partnered with Jim Toffey, founder of Tradeweb Markets
06/17/2020
These firms have brought a new meaning to the saying “look after the pennies and the pounds will look after themselves.”
06/16/2020
The tools and technology that vendors are using in the administration of your activities is another area to explore in the evaluation process.
06/13/2020
Celent also recognised that Objectway Client Engage and Conectus Onboarding provide “a comprehensive front-to-back Client Lifecycle Management offering allowing clients to identify prospects as well as onboard, with a user-friendly UI”.
06/10/2020
The new offering hosted on IBM public cloud will give private banking customers more flexibility
06/10/2020
The solution is appropriate for wealth management firms, wealth divisions of banks, trust companies, custodians and brokerage firms.