12/18/2019
As a result, the importance of cyber risks as a threat to banks has increased rapidly - just five years ago, the topic did not make it into the top ten threats listed by bank risk managers.
12/18/2019
Wealth management organisations today face a shifting landscape of opportunities and challenges.
12/18/2019
It comes just 18 months after the UK and German wealth manager surpassed €1 billion in assets under management
12/18/2019
Technology Enables Efficiency and Scale to Support Growth Ambitions
12/18/2019
Pre-tax losses at Netwealth increased to £5 million to the end of March 2019, up 24% from just over £4 million last year.
12/18/2019
One of the facts highlighted from Alberto’s speech is that the expense of servicing clients is generally expected to rise
12/17/2019
Wealth Wizards is working with Wyvern Partners to attract new strategic investors, Sky News understands.
12/17/2019
LV invested in the Leamington Spa-based company in 2015.
12/16/2019
Canada is planning to invest $1 billion in quantum computing technology research.
12/13/2019
This largely has to do with the Chinese peer to peer lending industry which once was the largest sector of Fintech in the world but has collapsed in spectacular fashion.
12/13/2019
Seba, which is based in Zug, received a licence from Finma in August.
12/13/2019
MoneyGuide was created to ensure individual complex planning needs could be met, and we are thrilled to partner with Buckingham Strategic Wealth to provide scalable and efficient financial planning software
12/13/2019
TAG Bill Pay has been shortlisted for the “best general ledger system,” an award designed to recognize firms who provide outsourced general bookkeeping and accounting support services to family office firms.
12/12/2019
TPT Wealth is one of Australia’s oldest and most respected providers of wealth solutions
12/11/2019
The move accelerated Acadian’s expansion from traditional long/short portfolios into areas such as futures, futures on swaps, and commodity swaps.
12/11/2019
The current collaboration sees Killik & Co deploying the latest version of the software product CREALOGIX Invest.
12/10/2019
Launching under a new brand name, Opsion, SRC were able to add an additional revenue stream and new clients, operating as a disruptive challenger in the retail asset management sector, without sacrificing the established expertise of its main business and
12/10/2019
Accredited investors have access to a broad array of blockchain-focused vehicles, and some have nothing to do with cryptocurrency.
12/10/2019
The bank will build on Avaloq’s platform to refine client solutions and accelerate its technology-led growth plans
12/10/2019
He told The Straits Times that his bank's digital push into markets like Hong Kong and Singapore is to target a different group of customers