09/17/2019
Robo wealth manager secures £5m boost from City veteran
For portfolios managed on a discretionary basis, all-in fees range from 1 per cent (for total invested amount between £50,000 and £249,000) to 0.7 per cent (for anything more than £500,000).
09/16/2019
Switzerland is the first country to attempt to regulate cryptocurrency banking. Will it disrupt legacy banking worldwide?
09/16/2019
Objectway offers different forms of client reporting: traditional PDFs, Apps, secure messaging, or remote collaboration via secure auditable video reporting.
09/13/2019
UK Private bank appoints payments technology provider
PSD2 is an industry-wide programme enabling banking clients to better harness the value of their transactional banking data.
09/13/2019
The transaction is subject to customary closing conditions and is expected to close in September 2019.
09/12/2019
Aside from often requiring single commitments of USD20 million or more, they are illiquid and not especially transparent.
09/12/2019
Using powerful data analytics, the new solution allows institutions to deliver a precise, transparent evaluation of the impact of potential discounts
09/11/2019
Bad digital services risk driving future clients away
09/11/2019
Octopus completes acquisition following FCA approval
The deal was agreed in principle in August for £10 million
09/11/2019
ZEDRA has also partnered with digital custodians Vo1t, trading and settlement specialists BCB
09/11/2019
Using 1031 “like-kind” exchanges and other tax-deferment mechanisms, Realized helps investors co-invest in diversified commercial property portfolios that are designed to offer potential income without landlord responsibilities.
09/10/2019
Sequrest facilitates its services delivery through its newly-developed Paratus Cyber Management System, which provides Cyber Security as a Service (CSaaS) “on demand” to clients, by means of a simple online dashboard.
09/10/2019
Twenty-five percent of consumers surveyed stopped doing business with a company not because of product problems, but because the firm didn’t personalize their experience.
09/10/2019
Fortune ranks companies based on average annual revenue growth, total stock return and average increase in earnings per share over a three-year period.
09/10/2019
Axxcess has implemented components of HiddenLevers Asset Manager Platform via API within its own advisor-facing tech stack, with access given to RIAs and Broker Dealers working on the Axxcess Platform.
09/09/2019
The app has all the core features of the MyBrewin portal
09/06/2019
Indonesian-based investment manager goes live on SS&C PORTIA®
09/03/2019
An ex-entrepreneur himself, Pravin is well recognised and followed in the Indian internet and startup domain as a product and growth leader.
09/03/2019
The half-year period saw Avaloq successfully complete its largest transformation project to date and one of the biggest financial services upgrade programmes globally.
09/03/2019
The acquisition of Financial Database Services is the latest example of Broadridge expanding our wealth capabilities and growing our client base," said Michael Alexander, head of North American Wealth and Capital Markets Solutions for Broadridge.