08/13/2020
Wealth firm unveils app in Hong Kong
Customers can subscribe to funds at a minimum of HK$1
FinTech
08/13/2020
Is your cultural foundation strong enough for the disruption ahead?
The customer experience is a vital way for firms to differentiate themselves and build long-term relationships with clients.
08/13/2020
The Need for Automation in ESG Investing
Some 35% of respondents believed that there would be significant increases while 52% thought there would be marginal gains for ESG.
08/13/2020
Sombank Selects Temenos Cloud-Native Technology to Deliver Digital Islamic Banking Services in Somalia
Temenos technology will enable Sombank to accelerate digital transformation and offer a unified banking experience to customers in branch and online
08/13/2020
SS&C GlobeOp Hedge Fund Performance Index
The SS&C GlobeOp Hedge Fund Performance Index is transparent, consistent in data processing, and free from selection or survivorship bias. Its inception date is January 1, 2006.
08/12/2020
Profile: Half-Year Review in Distinctions
Profile Software was included in the 100 “Most Innovative Company 2020” by WealthTech100, which showcases the world’s most innovative WealthTech companies in the key highlights for the year.
08/11/2020
Swiss digital bank doubles profit
The bank employs 722 staff, and is headquartered in Gland.
08/11/2020
Broadridge Reports Fiscal 2020 Results
Recurring fee revenues increased 10% to $3,036 million from $2,760 million.
08/10/2020
SS&C Announces Expanded Black Diamond Integrations with Schwab Advisor Center
These integrations provide users of Schwab’s custodial platform with additional opportunities to eliminate paper-based processes and further digitize their workflows.
08/07/2020
The Next Evolution of Wealthtech Integrations
The rise of robo-advisors in the mid-2010s helped accelerate this trend.
08/05/2020
First Swiss State-Run Bank, Basler Kantonalbank (BKB), Set to Debut Crypto Trading and Custodial Services
Switzerland’s SIX exchange has also played an instrumental role in boosting crypto activity within the country’s financial ecosystem.
08/05/2020
Personal wealth management with the speed and affordability of robo-advice? Can Barclays new Plan & Invest service justify fees that outstrip its digital rivals
A spokesperson said: 'Whilst there are numerous wealth management firms who offer tailored, face-to-face advice and a handful of good robo-advice providers, there’s very little support in between.
08/05/2020
Geneva digital bank launches with 40 staff and plans international expansion
Its founder, Charles-Henri Sabet, founded Synthesis Bank in 1999 and was chairman until 2008 when it merged with Saxo Bank.
08/05/2020
Italian WM tech firm opens Zurich branch
Prometeia aims to become the ideal partner for Swiss financial institutions looking to transform their wealth management technology and processes
08/05/2020
Ride-hailing firm preps wealth solution
Grab’s micro-investing offering will make use of funds managed by Fullerton Fund Management and UOB Asset Management.
08/04/2020
SS&C Technologies Expands Footprint in Greater China
Bank of Communications Trustee chooses SS&C Geneva® as fund administration partner
08/04/2020
Swiss Private Banking's Feckless Apps
This leaves private bankers without the still rosy growth prospects they had previously enjoyed.
08/04/2020
Prometeia opens branch in Zürich to consolidate presence in the Swiss market
In Switzerland the presence of Prometeia is growing rapidly, through the offering of personalized, customer-centric, omni-channel front office and data analysis services.
08/03/2020
BlueCrest Capital Management Transitions to SS&C for Multi-Asset Execution Management
Alternatives manager chooses SS&C Eze for reliability and support
08/03/2020
Bank Cler to launch crypto services and hires digital assets head
Waltmann added that BKB is interested in cryptocurrencies.