01/30/2023
Yield App buys wealth management platform Trofi Group
The deal also allows Yield App to include four new structured product strategies into its existing portfolio.
FinTech
01/30/2023
Swissquote launches platform for external asset managers
Etops Group and Swissquote have partnered to launch the new product, called Asset Master.
01/30/2023
Broadridge Launches Initiative to Gift Fiduciary Training to Women and People of Color in Financial Professions
Fi360 Accredited Investment Fiduciary® Designation Training to be provided at no cost to 100 financial professionals in underrepresented groups through Envestnet and Choir collaboration
01/27/2023
BMO Wealth Management Selects FactSet as Primary Market Data Provider
FactSet solutions deployed to BMO Wealth Management professionals to drive digital transformation
01/27/2023
Globaleye unveils wealth management platform
In a bid to address a gap in the Middle East market for digital advice
01/27/2023
Finma doesn’t know why it is listed as an FTX creditor
A spokesperson for the Swiss regulator says it has no outstanding invoices in the crypto exchange’s name.
01/26/2023
Virtual assets outlook: Hong Kong expected to develop a thriving fintech ecosystem over the coming year
Leading companies in the world of virtual assets and Web3 set an optimistic mood for the industry
01/26/2023
Bestinvest unveils free mobile app as it enhances its service for 2023
New mobile app. available to download from the Apple App Store for iOS and the Google Play Store for Android, is the latest milestone for Bestinvest - the online investment and coaching service – following a major revamp last year
01/26/2023
SEI Reports Fourth-Quarter 2022 Financial Results
Diluted earnings per share were $0.83 in fourth-quarter 2022 compared to $1.03 in fourth-quarter 2021.
01/26/2023
FLX Networks Partners with Broadridge Data and Analytics to Help Power Distribution Solutions for Asset Managers
Asset managers utilize FLX Networks to modularly implement a complementary turnkey distribution solution.
01/25/2023
Swiss Banks See Opportunity From Google and IT Layoffs
The Swiss financial industry waited a long time for this to happen.
01/25/2023
Financial Firms Scaled Investments in Next-Gen Tech in 2022, Signaling New Phase of Digital Transformation
57% of firms see digital transformation as their most important strategic priority
01/24/2023
Preliminary information on the 2022/2023 half-year statement: CREALOGIX achieves turnaround with positive operating result
At the same time, as announced, the platform for the development banks was successfully completed in the first half of the year.
01/24/2023
SEBA Bank launches an innovative offering
SEBA's new offering provides scaled benefits for traditional and crypto investors, simplifying crypto banking
01/24/2023
Geneva private bank tokenises its shares
Cité Gestion has partnered with Taurus, a Swiss firm which provides digital asset infrastructure.
01/23/2023
For The Wealthy, Technology Cannot Replace Advisors (Yet)
Another consideration is that it is very likely that many of the wealthy who choose to rely on wealth tech sans advisors are going to potentially be missing out on meaningful financial opportunities.
01/23/2023
Nippon Life India Chooses SS&C to Accelerate Expansion in Singapore
The firm will leverage the SS&C Eze asset management platform to scale Singapore strategy
01/20/2023
BIS explores multilateral platforms for cross-border payments
The report has been informed by a survey of central banks and through discussions with existing platform operators.
01/20/2023
Hargreaves Lansdown launches electronic voting system
For UK and EU shareholders
01/20/2023
Wealth Management and Artificial Intelligence, the buzz continues for 2023
Looking forward to 2023, it can be expected that artificial intelligence will have greatly influenced how investors, both retail and institutional, interact with and manage their wealth.