News results for Technology
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...
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...
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...
Objectway Secures Belgian Private Banking Deal
The arrangement with a bank just shy of its 275th birthday shows how traditional financial...
Digital Digest: The Latest Tech News – Artorius, Addepar
The latest technology news in the wealth management sector from around the world. ...
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...
UBS Breaks Fresh Tokenization Ground
The bank said the transaction was designed to meet demand from Asian investors for fixed income...
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. ...
Switzerland's SEBA Bank Inks Asia Partnership
The pact will target the Hong Kong and Switzerland markets. ...
Indosuez Wealth Management Launches Digital Platform
The platform has been launched in response to clients’ new expectations in terms of digital...
Comment & Analysis results for Technology
Get Right Balance Between Man And Machine
Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human...
Supercharging Client Engagement With Digital Financial Personality Profiling
Where it is used in client engagement efforts at all, technology tends to focus on the...
How Low-Tech Compliance Hits Competitiveness
It is becoming increasingly apparent how costly a low-tech approach to compliance management can be...
Hybrid Wealth: Are You Really Optimized To Get The Best From Digitization?
Digital banking is more than a mobile app, and wealth management is no exception: it is about...
Technology Traps Wealth Managers Must Avoid: Overview From EY
The 2021 edition of our "Technology Traps Wealth Managers Must Avoid" report, sponsored by EY, is...
New Research: Wealth Tech Traps, As Told From The Front Line
WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from...
WEALTH TALK: Focus On Finantix - Latest Developments
This news service recently caught up with Finantix founder and director Alessandro Tonchia. ...
Protecting Family Offices In Remote Working Age
What steps should family offices take to protect cybersecurity at a time when family and non-family...
Wealth Sector's Drive For Brighter Linkedin Presence
The private banking and wealth management sector in Europe and elsewhere is turning to outside...
WEALTH TALK: Focus On Maintaining Trust In A Lockdown
We resume our regular Wealth Talk video series by looking at some of the central issues created by...
Award Winners
WealthTalk - Awards Videos
Prometeia's Risk Management Quality Shines Through
Duration: 1.17m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK – Breaking Down US-Swiss Wealth Management Barriers
Duration: 12.10m
WealthTalk - Expert View Videos
WealthTalk – Refining Boundaries Of Privacy
Duration: 24.67m