03/22/2019
Zurich boutique and Zug fintech firm team up for platform
Bauke noted that making moves towards digitisation is important
FinTech
03/22/2019
Sova Capital picks Iress for wealth management middle-office
Iress will provide multi-asset, multi-market risk and order management capabilities for all developed markets across the US and Europe.
03/21/2019
Swiss Bank Allowing Crypto Access is a Win for Bitcoin
The Swiss bank, Julius Baer, is among the very first banks to allow such a crypto transaction facility within the banking arena.
03/21/2019
12 financial institutions have signed up to Avaloq’s PSD2 solution to meet March deadline
Avaloq launched its PSD2 software and PSD2 as a service solutions in December 2018
03/21/2019
Broadridge Integrates SWIFT Global Payment Innovation
The move follows the successful completion of a SWIFT pilot, which focused on how banks and corporates can use its gpi technology to further streamline cross-border payments.
03/20/2019
Private Wealth Systems partners My Accountant to enhance family offices offering
The integrated offering will help global family offices to streamline operations, improve security, reduce technology expenditures without compromising with control or oversight, Private Wealth Systems have said.
03/19/2019
The hybrid model: the future of financial advice
Most analysts agree. Accenture’s report ‘The Rise of Robo Advice’ noted that most robo services, “won’t meet the needs of investors with even moderately complex financial lives.”
03/19/2019
Objectway among the top 500 champions that haul the italian economy
The ranking depicts a heterogeneous entrepreneurial situation, but with some common drivers.
03/19/2019
Technology is playing a bigger role and advisers need to catch up
Digital technology is now playing a key role in improving customer choice and engagement, particularly among the younger generation who expect to transact in real-time via mobile platforms.
03/17/2019
Maitland’s successful journey with RPA speeds up efficiencies
The value to the team has been that fund accountants are now freed up to focus on NAV reviews and the management and resolution of exceptions related to the NAV process.
03/15/2019
Envestnet to Acquire PIEtech®, Creator of MoneyGuide Financial Planning Applications
The transaction is expected to close mid-year 2019 and is subject to customary closing conditions
03/14/2019
SS&C GlobeOp Hedge Fund Performance Index at 1.24 per cent for February
Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.21 per cent in March.
03/13/2019
Forbes Insights: Accelerate Business Value with Intelligent Automation
Forbes Insights surveyed over 300 senior executives around the world
03/13/2019
Fintech: What’s Real, and What’s Hype
We were absolutely struck by the fact that there was such a dearth of research
03/13/2019
Digital wills and offshore estate planning – Ogier partner explores the tech angle
The session will explore the use of electronic wills to make estate planning more convenient and will consider some key questions on their use and validity.
03/12/2019
High-net-worth investors not impressed by mobile wealth management apps
Apps are still too text-heavy and difficult to navigate, J.D. Power study finds
03/12/2019
Citi joins UBS in setting up Singapore currency trading hub
The planned expansion is expected to inject more liquidity into Singapore's currency market, which recorded US$517 billion in daily average trading volume in 2016 - higher than Hong Kong and Japan
03/12/2019
Swiss Fintech Wins Prominent Backers
In November, Amun launched the first exchange traded crypto product, on bitcoin, ether, bitcoin cash, ripple, and litecoin.
03/11/2019
Citi Joins UBS in Setting Up Singapore Currency Trading Hub
Citi’s system is also expected to support 13 deliverable emerging-market currencies.
03/11/2019
Objectway gets mentioned again by Gartner
Objectway is mentioned as a representative vendor for client-facing mobile apps.