07/11/2025
Now the traditional Geneva-based firm is taking its efforts a step further , as Alain Gallati, Market Head of Pictet Asset Services German-speaking Switzerland, explains in a finews.ch podcast .
07/08/2025
Söderberg and Partners Wealth Management has been expanding its presence across the UK, investing in independent financial advisers (IFAs),helping them grow, drive efficiencies and benefit from innovative, new propositions and solutions for clients.
07/08/2025
Institutions like Lombard Odier have used MongoDB's AI-powered tools and cloud-native solutions to accelerate application modernisation, cut migration times drastically, and boost developer efficiency
07/07/2025
Using the Synpulse8 Wealth Cockpit as a baseline, the KBank Private Banking and Synpulse team delivered a bespoke RM front-end tool to manage the end-to-end Private Banking customer investment journey.
07/02/2025
Effective June 30, the business will now operate under the name Archway and deliver integrated technology and outsourced services that support the accounting, investment management, and reporting needs of family offices and financial intermediaries.
06/27/2025
The region’s clear regulatory direction, sustainability benchmarks, and emphasis on data sovereignty have collectively created an environment where long-term capital can operate with both clarity and conviction.
06/27/2025
Optio Incentives scales global offering, reaching 1M participants across 15 stock exchanges. Global expansion supported by the acquisition of Investec Wealth & Investment International's share plan software platform.