05/14/2025
iCapital will also assist with global sales and service enablement through a team dedicated to Citi Wealth to support the growth of Citi’s alternatives program
05/13/2025
This creates a unified data ecosystem, giving AI access to both firm-specific data and industry insights.
05/13/2025
Over a thousand attendees will gather at TCF ‘25 to explore Generative AI and other next-gen technologies transforming banking
05/12/2025
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
05/12/2025
Asset management group unveils its first High Conviction Private Markets Basket, targeting late-stage private tech firms poised to shape the future economy.
05/08/2025
By analyzing historical data and identifying patterns, AI provides insights that can be incorporated into investment strategies and risk assessments.
05/08/2025
Outdated legacy systems leaving firms vulnerable to mounting cyber risks, according to Broadridge
05/07/2025
The latest upgrade delivers a suite of innovative features designed to streamline advice production, reduce operational costs, and help firms scale effectively amid growing regulatory demands and rising client expectations.
05/06/2025
None of the digital banks have reported a net profit, though their losses have narrowed.
05/05/2025
Through the partnership, ADDX will offer access to a globally diversified secondaries strategy
05/02/2025
French noted that there is merit in keeping things simple
05/02/2025
From high-frequency trading to robo-advisory services, AI is transforming financial decision-making at an unprecedented pace.
05/01/2025
So-called “finfluencers” like Richtsteiger often reach hundreds of thousands of followers – and thus achieve a greater reach than many traditional media channels.
04/30/2025
The Private Equity Fund is currently one of the most popular investment choices among PWM clients, reflecting rising interest in exclusive investment opportunities.
04/30/2025
The focus was on the question of whether regulated Swiss banks should issue stablecoins themselves in the future – preferably based on the Swiss franc.
04/29/2025
SIX's new offering delivers reliable fixed income data to banks, asset managers, wealth managers, and hedge funds worldwide.
04/29/2025
The partnership brings Broadridge’s data aggregation, monitoring, reporting, and proprietary fund scoring capabilities to OneDigital’s national platform.
04/25/2025
Around 50% of the institutions surveyed by FINMA use AI
04/25/2025
This is a pattern which has seen high net worth investors and family offices look to diversify their portfolios and gain exposure to selections of fine wines.
04/24/2025
The two Swiss startup companies Homie and Arvy complement the Hypothekarbank Lenzburg ecosystem in the banking-as-a-service business.