03/31/2022
BITA Wealth ESG Manager supports evolving ESG strategies by helping firms to understand, manage and monitor portfolio ESG exposures, enabling the integration of ESG analysis and reporting within a firm’s investment proposition.
03/31/2022
Digital Integration in Wealth Management
Bringing together asset managers and private banks across the UK and Europe in pursuit of ways to better serve their clients, the event took place over two days and explored how the sector can thrive in the digital age.
03/31/2022
Being recognised at the European level strengthens our international footprint
03/30/2022
In addition, Swissquote is responsible for the distribution of its products to its own client base, including public distribution in Switzerland.
03/30/2022
Our report is based on our survey of over 1,500 mass-affluent and high-net-worth investors across 13 countries.
03/30/2022
Apex Crypto also offers clients competitive tax solutions through a seamlessly integrated enterprise-class cryptocurrency cost-basis platform operated by Apex Silver (formerly Silver Management), another business line of Apex Fintech Solutions.
03/29/2022
Managed by SEC regulated digital asset investment manager Wave Financial and distributed by Swiss asset manager Criptonite Asset Management SA
03/29/2022
Recognition Reflects Expertise in Delivering Seamless Client Experience
03/29/2022
Today, Talenthouse AG listed its shares on SIX Swiss Exchange and with that, creates a new industry type: the Creator Economy.
03/29/2022
There’s a reason the RPA market is expected to grow to more than $13 billion by 2030.1
03/29/2022
Goldman says the deal, set to close in the second half of the year, will accelerate its expansion its services to the growing defined contribution market through personalized managed accounts and digital advice.
03/28/2022
The partnership demonstrates our commitment to the global wealth marketplace across the full spectrum of self-serve and adviser-driven propositions.
03/28/2022
iCapital’s network of more than 10,200 advisors serving high-net-worth clients will gain streamlined access to Golub Capital’s alternatives expertise
03/28/2022
Access robust data and customizable reporting for complex investment portfolios Addepar’s platform and robust data “give advisors the ability to more efficiently service complex portfolios and investment needs.”
03/25/2022
For its pioneering work in the field of investment products with cryptocurrencies as underlying assets, the Swiss stock exchange is awarded "Best European Exchange for Listing cryptocurrency ETPs" at the ETF Express European Awards.
03/25/2022
Today, the decision of buying versus building in-house is more compelling than ever
03/23/2022
The opportunity is twofold
03/23/2022
The cryptocurrency specialist said the war could support the growth of cryptocurrencies in the longer term.
03/23/2022
The Business Research Company’s Wealth Management Global Market Report 2022 – Market Size, Trends, And Global Forecast 2022-2026
03/23/2022
With the expertise delivered by senior guest speakers, attendees can expect to discover the strategies, tools, and processes powered by innovation and client-centric values to meet cross-generational needs and thrive in a digital age.