10/31/2022
UBS key4 smart investing gives clients domiciled in Switzerland the opportunity to regularly invest with a standing order or, if requested, single payments starting at CHF 50
10/31/2022
To enhance client experience with an Integrated Wealth Management platform
10/28/2022
Abu Dhabi's Hub71 establishes platform to help family offices invest in tech start-ups
10/27/2022
As 49% claim they mainly rely on own intuition to assess their customers’ psychology
10/27/2022
The funding round, which was led by Ocotopus Ventures with participation from Seedcamp and Semantic
10/26/2022
The NFT market continues to develop and mature – with 2.2 million unique investors in the asset class in Q3 2022, a 36% increase in the same period in 2021.
10/26/2022
It's all thanks to a partnership with U.S. based global fintech investment rail DriveWealth, whose modern and sophisticated back-end technology provides P3 customers with the market access
10/26/2022
The platform provides both local and global investment solutions through a robust selection process, dedicated investor education as well as 24-hour tracking based on market developments.
10/25/2022
Despite the ongoing bear market, family offices and high-net-worth individuals in Hong Kong and Singapore are keen to invest in crypto or already have holdings.
10/24/2022
The survey, which polled 125 wealth managers worldwide, found that just 8% of participants indicated having invested in crypto for their customers.
10/21/2022
This expansion of the Wealth Data Platform is possible through Envestnet’s partnership with Snowflake, the Data Cloud company, and the Powered by Snowflake program.
10/21/2022
SS&C sees the purchase as a “strategic acquisition” that will boost the firm’s existing solutions for asset managers and discretionary wealth managers.
10/21/2022
The partnership furthers UBS’s “cloud first” strategy and the modernization of its global technology estate
10/21/2022
Next-generation technologies unlock capabilities for improved prospecting, client personalization, and more
10/20/2022
Asset manager's European digital assets chief says crypto firms cutting back has softened hiring pressure
10/20/2022
The cat and mouse game for hunting down digital assets is becoming rife in UK courts
10/20/2022
On the other hand, most people want to carry out simple banking transactions, such as opening a new bank account, regardless of time and place.
10/20/2022
Since April 2022, daura has been a partner of SDX as a provider of DLT-based share registry services and tokenization. BEKB joining SDX represents another milestone in the development of DLT securities in Switzerland.
10/19/2022
Bank of America’s wealth unit posted record profits, financial planning revenue and bank loans, even as the markets tumble.
10/19/2022
While this shift has been gradually picking up over the past 10 years, the current macro environment, among other reasons, has helped this trend grow considerably.