News, Comment & Analysis results for Technology

Technology
6 December 2022

Switzerland's SEBA Bank Inks Asia Partnership

The pact will target the Hong Kong and Switzerland markets. ...

Technology
6 December 2022

Indosuez Wealth Management Launches Digital Platform

The platform has been launched in response to clients’ new expectations in terms of digital...

Technology
30 November 2022

Digital Digest: The Latest Tech News – Fundipedia, Kore Labs

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

Technology
28 November 2022

SimCorp Partners With Due Diligence Software Firm

Due diligence processes in asset management can be intensely laborious. A firm using digital...

Technology
23 November 2022

Digital Digest: The Latest Tech News – SEI, Canoe

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

Technology
9 November 2022

ACA Bolsters Managed Services Offering

Financial services firms globally are facing multiple pressures on their capacity to remain...

Technology
4 November 2022

MSCI Launches Range Of Digital Asset Indexes

The indexes have been developed in collaboration with Menai Financial Group and Compass Financial...

Technology
27 October 2022

Digital Digest: The Latest Tech News – Refinitiv, New Onboarding Solution

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

Technology
18 October 2022

Digital Digest: The Latest Tech News – ZEDRA, Clausematch

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

Technology
5 October 2022

Expat Japanese Digital Assets Entrepreneur Says Taxes Drove Him Out

Japan's tax regime is unfriendly to businesses in the digital assets space, such as tokenization,...

Comment & Analysis results for Technology

Technology
1 May 2012

Interview: Smartleaf Sets Out To Measure Effects Of Workflow Processes

Smartleaf is turning its attention to documenting the effect of different workflow processes on...

Technology
12 April 2012

Silicon Valley Takes On The Wealth Industry - Part Two

The key hooks of a wealth management service that is crafted around technology are the lower costs...

Technology
23 February 2012

Guest Article: How To Handle Client Needs As Their Wealth Changes

To deal with the diverse needs of clients with differing wealth profiles, many money managers use...

Technology
4 November 2011

Schwab Conference: Acquiring Clients In A Wired World

Financial advisors and wealth managers, consider yourselves warned: having a web site is no longer...

Technology
27 October 2011

Singaporean Elites Ramp Up Spending On Luxury And Technology

...

Technology
29 September 2011

Exclusive: Mobile Computing Shaking Up Family Office Tech Market

Family offices and technology vendors are scrambling to accommodate the fast-rising popularity of...

Technology
26 September 2011

Crunch Time At Private Banks As Next Gen Demand “Institutional”-Style Reporting

The tumult in the markets has inevitably refocused the attention of private banks on reporting. But...

Technology
31 August 2011

Why Ego-Surfing Is Crucial For HNW Individuals' Reputations

In today’s world, it’s all too easy to let yourself be defined by a Google search. While you,...

Technology
26 July 2011

Diary: Citi Private Bank and the Fancy Mayfair Revamp

...

Technology
27 June 2011

CRMs Move To Tablet Market With iPad Apps

As more financial services companies adopt tablet computers for their mobile workforces, CRM system...