05/26/2023
AFO™ Dramatically Reduces the Cost and Complexity of Accessing Tailored Family Office Services Powered by the AtlasFive® Technology Platform
05/26/2023
A centralized operating platform that provides secure access to complex digital lives.
05/25/2023
Momentum of Marstone’s Wealth Management-as-a-Service offering continues, expanding RRCU’s financial capabilities to now include wealth management to its 115,000 members
05/25/2023
Quilter has a simple tiered charging structure that is based on the value of all products held on the platform, with the option to link family accounts to reduce the charge for all family members.
05/25/2023
Through implementing the Trade Ledger platform, Barclays will allow clients to unlock cash flow with convenient, quick access to working capital.
05/24/2023
According to Heng, the bank expects asset tokenization to continue trending upwards as a business opportunity
05/23/2023
It will also enable abrdn to adapt its offering faster to unlock efficiencies and meet the needs of advisers and their clients.
05/22/2023
The rise of investment apps has been phenomenal, with some investment apps now boasting more money under management than many of the UK’s leading wealth managers.
05/19/2023
Amy Lo, head and chief executive UBS Hong Kong and co-head wealth management Asia, will be on the judging panel for the second round of pitches from global and local startups in Hong Kong.
05/19/2023
For Meisser the recent downfall of one of Switzerland’s systemically relevant banks, Credit Suisse, shows the shortcomings of a centralized banking system trying to tackle risks that usually appear bottom-up.
05/19/2023
A better digital experience for regulatory and transactional communications
05/18/2023
This award highlights Broadridge’s exemplary leadership and contributions to the financial services industry.
05/18/2023
New intervention in crypto regulation signals a hardline tone for the future of digital assets in the UK, but critics say the move is a 'massive oversimplification'
05/18/2023
Marstone’s Wealth Management-as-a-Service offering continues to gain traction, growing American Bank & Trust’s wealth management capabilities
05/18/2023
These icons can now be experienced in the Metaverse at roarington.com through exhibitions and an e-racing experience.
05/16/2023
The research shows that during 2022 private wealth sector revenues remained stable and forecasts for 2023 seem to indicate another year of stagnation.
05/16/2023
Garantum Wealth Management AS is an affiliated agent for Garantum Fondkommission AB and offers order mediation and provides investment advice.
05/16/2023
The contract renewal sees Novia Global expanding the multi-currency enabled products administered on Composer to support ISAs alongside SIPPs for non-UK residents and foreign nationals residing in the UK.
05/16/2023
Still most people also think it will never completely replace human guidance
05/15/2023
Core banking software allows banks to process daily banking transactions and post updates to accounts and other financial records.