01/09/2021
One of the best ways for advisors to get the inside track on products and markets is by connecting with asset managers’ capital market experts, portfolio managers and product specialists.
01/09/2021
The partners will now explore the development of cross border digital assets and in particular digital bonds with sustainable themes
01/08/2021
Banca Generali says it intends to offer the Conio wallet to customers as part of its range of wealth management services.
01/08/2021
Updated software technology delivers improved speed, efficiency and accuracy for life insurers under pressure from increasingly complex reporting requirements.
01/08/2021
The deal was first announced in July of the same year and was set to bolster FNZ’s position in Australia and the UK.
01/08/2021
In the latest Tour de Suisse roundtable, private bankers discuss how the entrance of new players such as fintechs is impacting the private banking industry.
01/08/2021
This will result in time savings at both USS Investment Management and our managers over the period of our relationship as well as helping to improve efficiency.
01/07/2021
Onfido provides identity verification through its online platform.
01/07/2021
It has been approved by the FMA in Liechtenstein to provide services such as custody and exchange for cryptocurrency and digital assets.
01/07/2021
The report was written by Celent Wealth Management Senior Analyst, Ashley Longabaugh.
01/07/2021
Salerio is now a certified solution to facilitate the transition away from OASYS, having successfully completed its conformance testing with DTCC.
01/05/2021
French intermediaries to meet new EC regulatory requirements ahead of the first proxy season under SRD II
01/05/2021
The company has broadened its product range, including adding Sustainable Investment in April 2017 which has since increased its AuMA from £2.5 billion to £7.5 billion.
01/05/2021
The wrong advice can have a catastrophic impact on people’s lives.
01/05/2021
Société Générale pumped €1 million in return for an eight percent stake in TagPay in 2016
01/04/2021
This article is from The Wealth Mosaic's recent report on how technology can be utilised to improve the management of investment portfolios
01/04/2021
"Indeed, for financial advisers it promises to be one where the demand for your services will grow exponentially."
12/30/2020
Tech companies raised $15bn (£11bn) this year, a slight increase on the $14.8bn achieved in 2019
12/30/2020
Founded just before the pandemic hit Europe, Rendin says it’s still been able to hit all pre-set growth targets, and perhaps the Covid complications even helped prove the product.
12/29/2020
One of the three companies it is winding up, Facebook International Holdings I Unlimited Company, recorded revenue of $30bn two years ago, when global turnover at the social media giant was $56bn.