07/31/2024
The findings of the study establishes a virtuous, cyclical relationship between high levels of financial wellbeing and personal wellbeing.
07/31/2024
The report's key themes span the use of generative AI, the growth of the Asian wealth management industry and offshore opportunities.
07/30/2024
Navigating the regulation’s requirements has also brought challenges, and applying Consumer Duty principles consistently across value chains has proven to be complex and time-consuming.
07/29/2024
Capgemini generated revenues of €11,138 million in H1 2024, down -2.5% year-on-year on a reported basis and -2.6% at constant exchange rates*.
07/29/2024
The platform delivers the most superior user experience, interface and functional design to support any workflow, investor journey or reporting that asset managers require to support investors.
07/29/2024
Already at the desks of 50,000 staff, the next phase of the roll out has placed the product in the hands of employees of the lender’s asset and wealth management division.
07/25/2024
Diluted earnings per share were $1.05 in second-quarter 2024 compared to $0.89 in second-quarter 2023.
07/23/2024
Report from the Capgemini Research Institute
07/22/2024
Due to evolving FinTechs, the masses are better equipped to make informed financial investment decisions and be aware of the trends within the wealth allocation and management industry.
07/17/2024
Quantifeed’s QEngine platform and Thought Machine’s Vault Core offer a comprehensive solution for private banks.
07/17/2024
It builds on prior collaboration between Apex Group and Novigi and combines expertise and resources to deliver a scaled platform for current and future clients.
07/16/2024
Carmignac Portfolio Tech Solutions, as the new fund is known will use a blended investment approach, mixing a growth-focused investment strategy with value opportunities.
07/15/2024
Etops Group has merged with sales intelligence firm Selli.
07/11/2024
Sygnum Connect fills the current industry gap for a complete solution that delivers the capital efficiency, on-demand liquidity
07/11/2024
More recently, in April, Reuters reported that Envestnet was once again contemplating a sale, which led to a surge in its share prices.
07/11/2024
Celent defines its ‘Luminary’ designation as excelling in solution capabilities and for having a leading market presence.
07/09/2024
Second UK investment by direct private equity team
07/04/2024
This recognition underscores our commitment to delivering top-tier banking solutions tailored to the needs of high-net-worth clients.
07/04/2024
Abra Treasury’s integrated offering combines custody, trading, borrowing and yield services through separately managed accounts where clients retain title and ownership over their assets, and they are independently verifiable on-chain.
07/04/2024
The company made further progress in implementing its business development strategy and consistently pushed ahead with its innovation projects for the Altoo Wealth Platform.