06/20/2023
How wealth tech improvements will enhance this advisor's personalized service
'We'll spend less time on administration and more helping them get where they want to be'
FinTech
06/16/2023
Between Buffett and ChatGPT: Syz's Monchau on the future of AI
Charles-Henry Monchau talks about the artificial intelligence buzz gripping the industry and its impact on investment processes going forward.
06/15/2023
Should wealth managers fear robo-advisory?
The viral success of ChatGPT has again shone a light on automated advice, although most experts agree that the future modeol is a hybrid one.
06/14/2023
Avaloq Partners With World's Largest Asset Manager
Avaloq’s software will dock onto Blackrock’s investment engine Aladdin
06/13/2023
Sygnum Singapore receives in-principle approval of Major Payment Institution Licence from the MAS
Sygnum Singapore further leverages the group’s regulated banking infrastructure, product portfolio and digital asset technology expertise
06/12/2023
Success for Temenos at Global Private Banking Innovation Awards 2023
Temenos recognized as Best Technology Partner to a Private Bank/Family Office/Wealth Manager
06/12/2023
HSBC channels former SVB UK arm into 'Innovation Banking' division
HSBC channels former SVB UK arm into 'Innovation Banking' division
06/08/2023
Three wins for Temenos at WealthBriefingAsia Awards 2023
Temenos recognized with the Overall Asia WealthTech Provider, Innovative Solution and Core Banking Software awards
06/08/2023
Middle East WealthTech Landscape Report 2023 - coming soon!
In addition, the region’s wealth managers must account for the next generations of wealth holders, Millenials and Gen Zs, who have higher digital demands.
06/08/2023
Baloise Asset Management continues partnership with SimCorp
Baloise Asset Management manages the assets of its parent company, insurance firm Baloise Group, and provides investment strategies for asset classes including equities, bonds and real estate to third-party investors.
06/07/2023
LTX by Broadridge Launches BondGPTSM Powered by OpenAI GPT-4
Generative AI application available to LTX clients immediately will enhance liquidity and price discovery and fuel trading in the $10.3 trillion U.S. corporate bond market
06/07/2023
Crypto billionaires’ wealth crushed by US regulator after big 2023 bounce
The SEC sued both companies for breaking securities rules, sending shares of several crypto-linked companies and tokens slumping.
06/07/2023
What does AI think about AI in private banking?
PBI asked ChatGPT what it thought about the future of AI in private banking.
06/06/2023
AI’s infrastructure points to a first phase of monetising
The development of artificial intelligence (AI), which depends on increasingly sophisticated computer chips, is only intensifying the stakes.
06/06/2023
Third Financial records growth and deals for its platform
Third Financial, an investment platform, reports the addition of three new business wins in the first four months of 2023.
06/05/2023
Is artificial intelligence under- or overestimated?
The key feature was a presentation by Samuel Widmann, who was instrumental in Google’s success as the co-founder and driving force behind Google Maps.
06/05/2023
AI ripe to shake up private banking, says Israeli entrepreneur
Amnon Shashua’s recently launched One Zero bank plans push into affluent European market
06/05/2023
Mitigating the risks of GPTs in wealth management
From composing emails in business to writing content articles, the common perception is that GPT technology is here to replace humans.
06/02/2023
LDJ Capital Introduces New Crypto Wealth Management Service for Discerning, Tech-Forward Investors
The firm's wealth management services are comprehensive and designed to help clients navigate the complex landscape of cryptocurrency.
06/02/2023
Wealthtech Report: End-to-End, Third-Party Operating Models Deployed by Wealth, Asset Managers Are Transforming the Industry
The report highlights “both evolving regulatory requirements and how growing investor demand for personalization is making it crucial for wealth and asset managers to pursue digital and operating model transformations.