10/09/2019
“Use Bitcoin”: Swiss Government Narcs on 3.1M Foreign Bank Accounts
The FTA sent information on approximately 3.1 million financial accounts to the partner states and obtained information on approximately 2.4 million accounts.”
FinTech
10/08/2019
‘Jim’ the Chatbot Helps Singapore Bank Hire for Its Wealth Business
Quality of shortlisted candidates improved after DBS uses Jim
10/08/2019
Using AI for safekeeping capital investments and portfolio optimisation
There are several ways in which we can apply AI strategies in order to solve the main challenges faced by wealth managers today.
10/08/2019
Citi Partners with Software Fintech to Launch Refreshed Digital Investment Portal
Best-in-class Digital Investment Platform delivers Upgraded Client Experience for Money Market Fund Portfolio Management
10/08/2019
Directors Failing to Receive Majority Support Hits Five-Year High
The number of board nominees failing to get at least 50% support was 478 compared to 416 in the first six months of 2018.
10/06/2019
SS&C GlobeOp named Best Private Equity Fund Administrator
Private Equity Wire’s readers’ votes determine the winners of each category.
10/04/2019
Refinitiv and SigFig Partner to deliver digital advice technology solutions to wealth management clients
The latest research from Refinitiv shows that the pace of digital evolution is quickening.
10/03/2019
Focus Solutions awarded ISO 27001 certification
The certification was granted following a rigorous external audit of all of Focus’ activities by the leading ISO certification specialist QAS International Ltd.
10/03/2019
Taking tech to the next level
Technology should move towards a ‘New World Advice’ model to enable advisers to serve customers better, analyse and manage assets more efficiently and attract new clients.
10/03/2019
Bank founder launches technology fund
The fund, which is available to Switzerland’s qualified investors, is domiciled in Luxembourg.
10/03/2019
Crypto Wealth Management Platform B21 Receives Gibraltar Blockchain License
According to B21, the company underwent rigorous due diligence to earn its DLT license and joins a select few cryptocurrency firms to achieve the distinction.
10/02/2019
Vontobel to offer structured product using blockchain technology
The Swiss private bank is consistently pursuing its strategy in the blockchain segment, which began in 2016 with the launch of the first tracker certificate on Bitcoin.
10/02/2019
Venture funds embrace technology while retaining the human touch
“Digitalisation transforms industries in myriad ways,” observed Jie Gong, Partner, Pantheon Ventures.
10/02/2019
Broadridge Survey Reveals How High-Growth Financial Advisors Gain Clients and Increase AUM
Annual marketing spend among respondents largely corresponded with client AUM
10/01/2019
Disruptive tech: are robo-advisers the new wealth management trailblazers?
The overall aim is that investing and managing wealth – be that of a corporation, family or individual – is streamlined.
10/01/2019
vdk bank to implement two components of Objectway’s wealth-tech suite
The Objectway WealthTech Suite supports the whole investment management process, enabling the firm to better serve their customers, optimising returns and increasing profitability
10/01/2019
Broadridge Adds Cryptocurrency and Exchange Traded Derivatives Capabilities
"We look forward to bringing real benefits to a new set of market participants as well as new capabilities to our existing client base."
10/01/2019
SS&C's Black Diamond Wealth Platform and RightCapital Announce Partnership
The collaboration positions RightCapital as the strategic platform partner for financial planning.
10/01/2019
UBS Sifts European Clients
The affluent European clients will be offered a newer, streamlined digital offering.
09/29/2019
Former Head of UBS Shares Excitement Over the “Powerful” Crypto Banking Potential
Expressing his thoughts, Wuffli told SwissInfo that there are valuable opportunities in the crypto space and this technology, especially the current 220 billion dollar crypto market.