07/01/2020
I started out learning how UI/UX currently exists at Contemi Solutions — Here I share my experiences of joining Contemi as a masters graduate and how I am now learning to steer the design helm.
07/01/2020
The funds team at Ogier acts for a number of high profile VC managers and has significant experience in guiding managers through the establishment and regulation of highly successful VC funds.
06/30/2020
Despite the challenging market conditions and the impact of the coronavirus pandemic
06/30/2020
Profile and Allica Bank worked together to speedily deliver the digital banking solutions under challenging timescales.
06/30/2020
The 82 employees in Geneva have managed total assets of CHF 3.5 billion on the new Swisscom-operated platform since mid-June 2020.
06/30/2020
Some are still catching up with the general requirements of the new framework of law
06/28/2020
Datasets like Refinitiv’s ESG scores and fund comparisons are “highly relevant” to advisors, making wealth management a natural expansion for the company, says Joe Mrak, Refinitiv’s global head of wealth management.
06/26/2020
The hybrid wealth manager brings together digital automation and licensed, human financial advisers to provide users with personalized actions and insights based on their financial profile.
06/26/2020
This latest development, co-innovated with Symphony, expands Deutsche Bank’s diversification of its client interaction platforms, in addition to traditional methods such as email and telephone calls.
06/25/2020
New survey reveals how advisor business models and practices will change—and the implications for asset managers.
06/25/2020
Suite of digital solutions addresses critical need for faster time to market with flexible delivery options for the Wealth Management industry
06/25/2020
The current developments caused by the crisis and the resulting regulatory, technological and behavioural shifts are a potential watershed moment for the RegTech ecosystem.
06/25/2020
BearingPoint RegTech's DAC6/MDR module facilitates the process of complying with the new regulations and enables the identification and a clear tracking of all reportable and non-reportable agreements
06/24/2020
New office extends Finantix access to European tech talent and growing ecosystem of fintech start-ups
06/24/2020
Worldwide spending on blockchain solutions is forecast to reach nearly $4.3 billion in 2020
06/24/2020
The BCG report says big tech groups, including Amazon, Google LLC and Microsoft Corp., were already building the digital infrastructure required by wealth managers. Amazon, Alibaba and some others offer financial products.
06/24/2020
It will be able to offer services to retail clients in the Special Administrative Region
06/23/2020
By actively connecting the life goals of clients with their investment plans, relationship managers can deliver greater value and reduce excess pressure on service fees, by creating investment strategies that are more likely to satisfy client expectations
06/23/2020
Technology groups are well positioned to offer bespoke financial products for the affluent, report finds
06/23/2020
The new noise-tracking device presented by PwC would have enabled the compliance staff of trading houses to detect unusual activities in the homes of employees.