06/29/2022
Cash held on platforms tend to see poor returns for customers due to the difficulties platform providers face in finding suitable banking counterparties that meet both risk appetite and that pay a good yield.
06/29/2022
While incumbent banks stay on the sidelines when it comes to offering crypto services, BBVA is giving its Swiss clients opportunities to invest and experiment with decentralised finance.
06/29/2022
Because of the sensitive nature of their client information, leafplanner turned to ShardSecure and its patented Microshard technology for stronger data privacy protection.
06/28/2022
Additionally, Leonteq and Ixios will be launching thematic AMCs in order to seize more tactical market opportunities.
06/28/2022
The financial guidelines «FidSA» and «FinIA» as well as the revised Collective Investment Schemes Act provide the framework for the action and decision paths developed by the UBS.
06/24/2022
Delivering Holistic Reporting, Trading and Administration Solutions for UK Investment Trust
06/24/2022
New Asset Servicing team unifies digital and traditional market functions.
06/23/2022
The use cases include increases to prospect win rate and share of wallet via responsive nurture processes and opportunity management.
06/22/2022
This strategic partnership enables Citi to extend its existing capabilities to digital assets while leveraging its current technological, operating and servicing model.
06/21/2022
Royal London is already using Turo Wellbeing to create a series of personalised journeys to help their customers improve their financial wellbeing and retirement prospects, through a guidance-only pathway.
06/20/2022
Another key theme for the industry over the last decade or so has been regulation.
06/17/2022
The digital assets adoption, stock market situation, and the crypto winter are to be discussed at The Wealth Today Summit in its forthcoming edition by experts from ADGM, Kraken and TDeFi
06/16/2022
This means that the more self-service functionality banks make available, the more positively customers will view the service they receive.
06/16/2022
Report from BCG finds online wealth platforms, which accounted for 11% of global investments last year, have an edge over traditional ones
06/15/2022
The newly acquired CRM system serves mortgage and protection advisers, as well as advisers in the wealth management sector.
06/15/2022
The sale of the 1989 Ferrari 640 from Nigel Mansell's personal collection reflects how cryptocurrency is going mainstream
06/14/2022
Temenos is announcing the following changes to its Executive Committee
06/14/2022
RBC clients also benefit from a wide range of RBC's digital security tools
06/14/2022
3rd-eyes’s partnership with Bonsai will be a disruptive force with respect to wealth planning in the United States.
06/13/2022
Affluent investors in Asia allocate an average of 7% of their portfolio to digital assets — more than foreign exchange, commodities or collectibles, the Accenture report said