12/18/2019
Transforming Client Lifecycle Management with AI-driven WealthTech
Wealth management organisations today face a shifting landscape of opportunities and challenges.
12/18/2019
It comes just 18 months after the UK and German wealth manager surpassed €1 billion in assets under management
12/18/2019
Technology Enables Efficiency and Scale to Support Growth Ambitions
12/18/2019
One of the facts highlighted from Alberto’s speech is that the expense of servicing clients is generally expected to rise
12/17/2019
Wealth Wizards is working with Wyvern Partners to attract new strategic investors, Sky News understands.
12/17/2019
LV invested in the Leamington Spa-based company in 2015.
12/17/2019
Relationship extends Accenture’s trade, finance and accounting solutions powered by distributed ledger technology
12/17/2019
“This lets us draw on the experience of other firms who have already expanded, or broadened the products they offer—or simply found a better way to do things,” said Tiplady.
12/17/2019
Offering clients conditional order management, autoexecution, and blotter optimization for block trading in European securities
12/13/2019
The banking giant is the largest in the Netherlands with over $980 billion in total assets.
12/13/2019
The tech company maintains a digital banking platform to which other businesses can connect and use its API to build and offer their own financial products and services.
12/13/2019
From 10 January 2020, businesses carrying on certain cryptoasset activities will be in scope of these regulations.
12/13/2019
100percent of respondents also believe that Marco Polo will accelerate and improve the receivables discounting process, and reduce costs for both banks and corporates, with 75% believing this will happen within 5 years.
12/12/2019
The firm said it had also seen a threefold increase in the 18-24 age bracket here.
12/11/2019
The current collaboration sees Killik & Co deploying the latest version of the software product CREALOGIX Invest.
12/11/2019
Bud, a four-year-old fintech, provides a suite of digital tools built to help banks create innovative services using Open Banking and AI.
12/10/2019
Launching under a new brand name, Opsion, SRC were able to add an additional revenue stream and new clients, operating as a disruptive challenger in the retail asset management sector, without sacrificing the established expertise of its main business and
12/10/2019
Today, Opsion benefits from an advanced digital wealth management arm, that can engage new clients and revitalise relationships with existing ones too.”
12/10/2019
Recruitment of a successor to Mr Wheatley will begin in January 2020.
12/09/2019
Based in Eastbourne and East Croydon, Cyclr launched to market in December 2017 and has experienced strong growth year-on-year.