News results for Technology

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. ...

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...

Comment & Analysis results for Technology

Technology
31 March 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human...

Technology
30 March 2021

Supercharging Client Engagement With Digital Financial Personality Profiling

Where it is used in client engagement efforts at all, technology tends to focus on the...

Technology
29 March 2021

How Low-Tech Compliance Hits Competitiveness

It is becoming increasingly apparent how costly a low-tech approach to compliance management can be...

Technology
25 March 2021

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
23 March 2021

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...

Technology
22 March 2021

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...

Technology
16 November 2020

WEALTH TALK: Focus On Finantix - Latest Developments

This news service recently caught up with Finantix founder and director Alessandro Tonchia. ...

Technology
9 October 2020

Protecting Family Offices In Remote Working Age

What steps should family offices take to protect cybersecurity at a time when family and non-family...

Technology
6 July 2020

Wealth Sector's Drive For Brighter Linkedin Presence

The private banking and wealth management sector in Europe and elsewhere is turning to outside...

Technology
4 June 2020

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...