02/10/2020
At the same time, Heartwood has also identified the untapped potential of client communications, together with digital channels, to deliver an engaging, consistent and holistic client experience.
02/06/2020
We are already seeing a number of family offices with heavily concentrated positions (whether these are from a business, investment or geographic perspective) looking for opportunities to diversify through various means.
02/04/2020
Combine the power of Microsoft technology with the specific market expertise of Wealth Dynamix, and you have the perfect solution to address the regulatory and digital challenges of today's wealth management industry.
01/28/2020
By 2025, an ideal scenario would be to see more scalable firms, with margins increasing and efficiency gains across their front and back offices.
01/28/2020
Jakob Geyer, Legal Counsel at IXOPAY, reveals the opportunities that PSD2 and open baking bring to both consumers and businesses
01/28/2020
SimplyBiz bought Defaqto, a financial services tech business and fintech platform, for £74.3m in March last year