04/24/2018
Robo-adviser partners with private wealth firm
Each investment program will contain a diversified portfolio of exchange-traded funds.
04/24/2018
Each investment program will contain a diversified portfolio of exchange-traded funds.
04/24/2018
There are over 200 cryptocurrency-focused hedge funds globally
04/24/2018
Intesa Sanpaolo Private Bank Suisse is the Lugano-based branch of the Fideuram - Intesa Sanpaolo Private Banking Group, the largest Italian private bank and the fourth biggest in the Euro zone. As at the end of 2017, the group had EUR214 billion in client
04/23/2018
Governments worldwide have also been kept busy trying to stay abreast of the developments in this industry
04/19/2018
Avoka commissioned a research team to trawl through each banking product listed on the websites of the 50 banks.
04/17/2018
These “cryptocurrency-friendly” locations include Singapore, Switzerland, Estonia, Malta, Japan, Dubai, and the Cayman Islands.
04/17/2018
Temenos’ WealthSuite allows for a significantly enhanced client engagement through advisors or self-service digital execution.
04/16/2018
Morgan Stanley’s head of Cybersecurity for Wealth Management Technology reminded the NAPA 401(k) Summit crowd that state-sponsored crooks are stealing millions.
04/16/2018
We are pleased to move forward as one company following the combination of two highly complementary market leaders,” said Bill Stone, Chairman and Chief Executive Officer of SS&C.
04/13/2018
This is a strong investment in our customer service capabilities and the processes will enable it to scale our advisory services
04/13/2018
Clients have the option of booking door-to-door service or private jet charters between two airport locations.
04/10/2018
Advances in cloud delivery access and security are giving asset managers, regardless of size, the opportunity to leverage the latest mission-critical technology tools and analytics from third-party specialists.
04/06/2018
Bankorus is led by CEO Greg Van den Bergh, the creator of the first robo-advisor in China
04/06/2018
Bank has also teamed up with WeChat to communicate with clients on messaging app
04/05/2018
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities
04/05/2018
Dimon, Blankfein, Gorman: Three great rivals are battling to control the $58 billion-a-year equities industry.
04/05/2018
A problem that already is weighing on the stock of the Geneva-based company.
03/29/2018
FinTech Scotland was launched to drive growth and employment and position Scotland as a financial services technology centre of excellence. The organisation was registered in the summer of 2017 and its CEO, Stephen Ingledew was appointed in January this y
03/28/2018
The product follows similar moves by two other robo-adviser startups in recent months.
03/28/2018
Last year, such firms raked in an estimated CHF850 million in Switzerland using a novel form of capital raising known as “initial coin offering”