02/04/2021
Palantir Poised for Swiss Move as Europe Hub
The U.S. data security firm is reportedly planning to build its European hub in a Swiss tax haven.
FinTech
02/04/2021
Embracing Digital in 2021
The technology research firm, Celent further bore this out in its Wealth Management Technology Forecast 2020-2023.
02/04/2021
BNY Mellon Examines the Key Technologies and Initiatives Shaping the Future of Payments
The reports highlight that innovations in payments and digital currencies will ultimately allow banks to make domestic and cross-border transactions faster, more frictionless, efficient, transparent and cost-effective
02/03/2021
Axoni raises $31 million in Deutsche Bank and UBS funding round
The firm has raised $90 million since its inception, with Deutsche Bank, UBS, and Intel Capital now joining existing investors including Citi, Goldman Sachs and JP Morgan.
02/03/2021
Fintech firms unite to help wealth managers access private-market funds
Truffle Invest and Delio announce new partnership offering custom-built solutions.
02/02/2021
Sygnum Bank and Fine Wine Capital issue first tokenized asset under new Swiss DLT law
Fine Wine marks Sygnum’s first asset token offering in the Art & Collectibles vertical, which is available to Sygnum clients from today
02/02/2021
Barclays data: 2020 highest ever year for scams
The use of fear and intimidation is a powerful tactic, making impersonation scams the most commonly recorded scam by volume (22 per cent) for Barclays in 2020.
02/02/2021
Broadridge Reports Second Quarter Fiscal Year 2021 Results
Total revenues increased 9% to $1,055 million from $969 million in the prior year period.
02/02/2021
Profile Vote: New Digital Voting Platform launched successfully with real-life testing
‘Profile Vote’ is a pioneering voting system that comprehensively supports voting across various disciplines.
02/01/2021
Bridging Financial Intermediaries and Advisors to GATHER and GROW Assets
Fi360’s leading-edge fiduciary technology and education solutions help drive operational efficiency and grow your business.
02/01/2021
Wealth management platform Finnomena, Franklin Templeton to bring investment solutions to Thai investors
According to the firms, investors will be able to perform portfolio analysis and view insights on their customised portfolios, something that was previously accessible only to high-net-worth individuals in Thailand.
02/01/2021
axeed AG and Noveras AG announce partnership and powerful new service for bank advisors
Axeed and Noveras share the same dedication of strong innovation and conviction that the use of digital solutions with artificial intelligence will drive transformation in banking and wealth management.
01/29/2021
Refinitiv Wealth Management Report – ‘Redefining Investor Data Needs’ – Highlights the Growing Needs of Self-directed and Advisory Clients
The study finds that self-directed and advisory clients’ needs are rapidly changing.
01/29/2021
Forrester report reveals top emerging technologies in banking in 2021
Banks, cites the report, are set to bet big on "hot" technology investments such as CX and openness
01/28/2021
Praemium International and Allfunds ink distribution agreement
Users will benefit from multi-currency offerings and access to offshore funds
01/28/2021
SEI Reports Fourth-Quarter 2020 Financial Results
SEI Investments Company today announced financial results for the fourth-quarter 2020
01/28/2021
BlackRock-backed robo-adviser to close UK consumer platform
Scalable is one of the largest of a group of so-called robo-advisers in Europe which offer wealth management tools online and at relatively low cost.
01/28/2021
Scalable Capital latest robo to shut UK wealth business
The EU-headquartered robo-adviser is closing its UK wealth arm.
01/28/2021
Digitising the Investment Proposal Process
Van Lanschot Kempen further digitises its investment advisory business in the Private Bank by introducing Objectway’s component for Digital Investment Proposals.
01/28/2021
The future of wealth management
As a result, wealth management clients are ready for more support throughout their family’s financial lives.