02/15/2024
Wealth managers look to robo to help smaller clients: KPMG
This was particularly the case in Asia Pacific
02/15/2024
This was particularly the case in Asia Pacific
02/14/2024
Emerald Technology Ventures, which invests in startups tackling climate change and sustainability issues, has praised the authorisation by the Swiss regulator.
02/14/2024
The business has since added a pension product for users to save from just £25 a month and shift existing pensions to the platform.
02/13/2024
Ad hoc announcement pursuant to Art. 53 LR
02/12/2024
It operates both directly and via blockchain protocols including Swiss based Hedera.
02/12/2024
ERI claims that more than 400 financial organisations across 60 countries have now adopted its flagship offering.
02/12/2024
Bitcoin, born out of the decentralised ethos of blockchain technology, has transitioned from a niche experiment to a recognised and influential asset class.
02/09/2024
Partnership Marks First Time Financial Advisors and Institutions Have Access to Anchorage Digital via All-in-One Wealth Management Platform
02/09/2024
A challenge here is identifying where exactly these investments need to be made.
02/09/2024
Advisors with a defined marketing strategy falls to the lowest rate in five years (20% in U.S.), yet confidence in meeting practice goals remains high
02/08/2024
WealthArc empowers family offices, wealth managers and other wealth owners with a state-of-the-art data management platform aggregating over 200k positions every day across the globe.
02/07/2024
Private banking needs to step up and meet the needs of those garnering wealth through crypto.
02/07/2024
The tokenized warrant marks yet another milestone in UBS’s ongoing efforts to grow its digital asset capabilities.
02/07/2024
The city of Lugano has issued a digital bond with a volume of 100 million francs.
02/07/2024
The head of asset allocation at LGT Capital Partners reveals how the firm is using AI to hunt for alpha.
02/06/2024
Wealth managers view their current technology systems as outdated, Avaloq says
02/06/2024
Temenos’ cloud-native platform enables SBI to rapidly launch US dollar financial products and leading digital experiences to customers across Latin America
02/02/2024
This was stated in a statement from the young company, which makes fiduciary and business administration services accessible to SMEs online.
02/02/2024
Every investment required a huge amount of complex paperwork and a minimum investment of £100,000 turning into a predominantly institutional market.
02/02/2024
Our results, including 6% organic Recurring revenue growth constant currency, demonstrate continued execution on our goals to democratize and digitize governance