News results for Technology

Technology
15 February 2023

Digital Digest: The Latest Tech News – Aston University

The latest technology news in the wealth management sector from around the world. ...

Technology
9 February 2023

Fintech Partners With Arab Bank (Switzerland)

InvestGlass, which is based in Geneva, will provide digital onboarding, client lifecycle...

Technology
8 February 2023

Conquest Planning Closes $24 M Series A Raise To Expand Into US, UK

New capital has come from existing investors Portage and Fidelity International Strategic Ventures...

Technology
8 February 2023

Charting A Course For Operations Success – Forthcoming 7 March Panel In Zurich

The panel, to be held in Zurich, will look at what success looks like when it comes to a number of...

Technology
2 February 2023

Denial Of Service Attack Rate Rises, Fuelled By Russia's Ukraine Invasion

The Russian invasion of Ukraine last February, combined with other factors, has resulted in a surge...

Technology
20 January 2023

Objectway Secures Belgian Private Banking Deal

The arrangement with a bank just shy of its 275th birthday shows how traditional financial...

Technology
19 January 2023

Digital Digest: The Latest Tech News – Artorius, Addepar

The latest technology news in the wealth management sector from around the world. ...

Technology
2 January 2023

Worried About Post-FTX Crypto? How To Invest Safely

At the end of 2022 the market for crypto assets was rocked by the FTX scandal. This article examine...

Technology
20 December 2022

UBS Breaks Fresh Tokenization Ground

The bank said the transaction was designed to meet demand from Asian investors for fixed income...

Technology
13 December 2022

Digital Digest: The Latest Tech News – Alpian Goes Live On Temenos Banking Cloud

The latest technology news in the wealth management sector from around the world. ...

Comment & Analysis results for Technology

Technology
24 December 2014

Cybercriminals' Threat To Global Wealth Management - The Risks

Cybercrime has gone far beyond the world of science fiction to hard reality as firms, including...

Technology
26 November 2014

EXCLUSIVE: Asia Is Out Front As HNW Individuals Embrace Mobile Tech, Apps In Wealth Management

More than 80 per cent of affluent and high net worth persons around the world use apps or mobile...

Technology
17 September 2014

EXCLUSIVE: Here Come The Robo-Advisors - The Tech Threat To Conventional Wealth Managers

A new term can be added to the wealth management lexicon: robo-advisors. In an exclusive report to...

Technology
13 May 2014

Technology and Operations Trends in the Wealth Management Industry - 2014

The 2014 Technology and Operations Trends Report, produced by WealthBriefing/Weatherill Consulting...

Technology
23 October 2013

Technology and Operations Trends in the Wealth Management Industry - 2013

The wealth management industry has undergone a radical transformation in recent decades, and it...

Technology
15 February 2013

Feature: Big Versus Small In Social Media - Part 2

This is the second half of a two-part feature looking at the benefits and pitfalls of social media...

Technology
13 February 2013

Big Versus Small In Social Media - Part 1

In the first of a two-part feature, this publication explores how small and large wealth managers...

Technology
26 October 2012

INTERVIEW: Envestnet On Bringing Down The Costs Of Pooled Investments For Family Offices

James Lumberg, co-founder and managing director Envestnet, outlines his firm's plans to grow its...

Technology
12 September 2012

INTERVIEW: Smartleaf On Wealth Managers' New-Found Focus In Tough Times

Wealth managers are not reinventing what they are delivering clients in today’s tough...

Technology
12 July 2012

Breaking Through Generational Barriers With A Private Social Media Network

TrustedFamily, a secure online communications platform, has a clear market strategy: work with the...