12/18/2019
The Wealth Management Firm of 2025 Is Preparing Today
One of the facts highlighted from Alberto’s speech is that the expense of servicing clients is generally expected to rise
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.
12/09/2019
Asset Control’s award, which was voted for by readers of A-Team’s Data Management Insight, was presented at a ceremony in London on Friday December 6th.
12/09/2019
Around 1,000 people – all working at Vibenshuset, an office community of 25 companies in Copenhagen – can sign up to participate in the pilot.
12/09/2019
The super-app is both our own version of the App Store, with its own mini-apps, and the first WeChat-like app in the Russian or any European financial market, featuring products and services from our partners.