02/17/2019
PARC Forum: "Ethics and AI – A Fireside Chat with Tolga Kurtoglu and Kara Swisher"
It’s become clear that AI isn’t just another passing tech fad.
FinTech
02/17/2019
Wealthtech Nutmeg Doubles Down With Goldman's Investment For Global Expansion
The move will likely see Goldman position Nutmeg alongside its retail savings platform Marcus.
02/17/2019
JP Morgan Chase to create digital coin for faster transactions
Move comes after CEO's dismisal of cryptocurrencies as "fraud"
02/15/2019
Personal Capital launches new route to PE investments for HNW clients
Historically, access to non-liquid alternative investments such as private equity has been limited to large institutional investors.
02/15/2019
Praemium upgrades platform as part of rebranding
In a statement Praemium CEO Michael Ohanessian said: "This compares dramatically to traditional wrap platforms that have tried to overlay SMAs into their technical and regulatory architecture."
02/15/2019
AI and Blockchain: Disruptive Forces in Wealth Management
The major factors that influence the wealth management industry are information, analysis, decision-making, and infrastructure.
02/15/2019
Swiss allege woman sweet talked her way to $2M bank scam
They said the woman, who was not identified, was working with an “internationally active group” that also used spam emails in the scheme.
02/15/2019
Top 5 Lessons Private Banks Can Learn From Fintech
There are also several white-label innovations which can be plugged in to private banking platforms
02/14/2019
Making fund administration simple for private equity funds with real property investments
A number of funds are also involved in real estate and infrastructure development projects.
02/13/2019
Wealth Managers’ Headaches, Opportunity From Tech
A boom in Artificial Intelligence is opening up another yawning skills gap in the wealth management industry.
02/13/2019
Digitalized Global Wealth Management platform Wins 10 awards
We are very proud of our global investment team with such great achievement.
02/11/2019
Wealth Dynamix Secures 4 Incredible Accolades
An innovative solution built with an omni-channel strategy at its core
02/08/2019
Smith & Williamson adopts Avaloq’s SaaS solution
Through SaaS, we expect to receive high levels of support and availability via a single point of accountability, while always benefitting from the latest software in the market.
02/08/2019
Credit Suisse tests blockchain for processing fund trades
The investment fund industry relies heavily on transactions and settlements that are often complex and time consuming to process.
02/08/2019
Why Digitalization is the way forward for Private Banking & Wealth Management
This high caliber of service starts with the onboarding process.The Relationship Manager has done his/her job and that’s when the work of opening up accounts begins.
02/08/2019
Swiss start-ups to benefit from multi-million fund
The two banks are responsible for sales and portfolio management.
02/08/2019
Objectway shortlisted for the WealthBriefing European Awards 2019
Winners will be announced at a gala awards dinner, which will be held in London on 11 April at The Guildhall.
02/08/2019
Are private equity firms becoming the new banks? - SS&C
According to Vandevelde, “By setting up huge lending arms, these firms have been transformed from heavyweight dealmakers that took stakes in companies into the principal bankers for a large tract of corporate America.”
02/08/2019
Profile expands its Partner Network in Europe and Asia
Profile Software is committed to delivering value-added products and services to the Financial Services firms that boost productivity and meet demanding needs to help them expand their services.
02/07/2019
Top 5 Trends to Consider When Enhancing Your RPA Implementation
Yet research shows that only 3% of organizations are scaling RPA to a level of 50 or more software robots.