12/12/2022
The partnership will enable more robust access to one of the alternative investment space’s most compelling asset classes – private equity – with minimum investments as low as $10,000 and without the traditional brokerage, management, an
12/12/2022
Strengths include full coverage of wealth value chain and front-to-back solutions on a single platform, enabling advisors to manage end-to-end client journeys
12/08/2022
The Alpian app is now available for customers to download and open an account.
12/08/2022
Partnership provides IntraFi's 3,000 network members access to Broadridge's best-in-class SBL technology and participation in its Wealth Lending Network
12/07/2022
The investment management firm will implement the SaaS compliance platform to mitigate the risk of conflicts of interest more easily and effectively across its fast-growing employee base
12/06/2022
GAM’s Mark Hawtin – who focuses on disruptive growth – looks at the slow road to oversight in the wake of the FTX scandal.
12/06/2022
The investment management industry has been experiencing an influx of regulation, new sustainability requirements, and increased personal accountability.
12/06/2022
This new offer places Bank Syz among the very few Swiss private banks that can provide such a service.
12/06/2022
Napier will supply financial crime compliance technology to help Alpian implement its risk management platform.
12/05/2022
The company said service would not be affected.
12/01/2022
Donna Bristow describes Broadridge's innovative and flexible wealth management platform
11/30/2022
Wealth managers took a different stance though – 45% had a desire for fundamental, prepackaged ESG ratings.
11/29/2022
Joint collaboration increases voting efficiency and corporate governance for global investment in French market
11/28/2022
Many NFTs of the once-hyped Bored Ape series have lost considerable value in recent months, including the piece that singer Justin Bieber purchased for the Ethereum equivalent of $1.3 million earlier this year.
11/28/2022
SwissBorg brings more than six years of expertise to the UAE, introducing a digital asset management app that takes the guesswork out of crypto investments.
11/25/2022
The latest offering – exclusively available in Asia – is part of HSBC’s broader plan to extend its private banking capabilities to the affluent and high net worth segment.
11/25/2022
A recent inductee into the Le Mans 24 Hours hall of fame, Swiss racing driver Sébastien Buemi becomes honorary chief inspiration officer of Alpian, Switzerland's first digital private bank.
11/24/2022
SS&C Global Investor and Distribution Solutions (GIDS) will provide transfer agency services for a GBP28 billion portfolio
11/24/2022
There are many reasons why you may look to launch a first-time fund.
11/24/2022
Satisfaction was highest among Gen Y at an average score of 760 of 1,000, followed by Gen Z at a score of 720.