02/19/2019
Why digitalization is the way forward for private banking and wealth management by Steve D'Souza
Current estimates however indicate that by the end of 2020, 50% of the entire global workforce will fall within the millennial threshold
02/19/2019
Current estimates however indicate that by the end of 2020, 50% of the entire global workforce will fall within the millennial threshold
02/19/2019
The roll-out complements similar activation projects for LGT with Avaloq in Liechtenstein, Switzerland, Singapore and Hong Kong.
02/19/2019
Baillie Gifford recognizes the benefits that straight-through-processing and scalability can deliver in helping the firm serve its growing international client base.
02/18/2019
Much of the technology that elite investors use isn't really new.
02/17/2019
Countering most operators offering a range of personalised experiences is a growing trend of establishments that feature check-in through an app
02/17/2019
It’s become clear that AI isn’t just another passing tech fad.
02/17/2019
The move will likely see Goldman position Nutmeg alongside its retail savings platform Marcus.
02/17/2019
Move comes after CEO's dismisal of cryptocurrencies as "fraud"
02/15/2019
Historically, access to non-liquid alternative investments such as private equity has been limited to large institutional investors.
02/15/2019
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
The major factors that influence the wealth management industry are information, analysis, decision-making, and infrastructure.
02/15/2019
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
There are also several white-label innovations which can be plugged in to private banking platforms
02/14/2019
A number of funds are also involved in real estate and infrastructure development projects.
02/13/2019
A boom in Artificial Intelligence is opening up another yawning skills gap in the wealth management industry.
02/13/2019
We are very proud of our global investment team with such great achievement.
02/11/2019
An innovative solution built with an omni-channel strategy at its core
02/08/2019
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
The investment fund industry relies heavily on transactions and settlements that are often complex and time consuming to process.
02/08/2019
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.