News results for Technology

Technology
23 July 2021

Digital Digest: The Latest Tech News - BNP Paribas, InvestCloud

The latest developments in financial products and investments from around the world. ...

Technology
6 July 2021

Digital Digest: The Latest Tech News - SimCorp, LGT Capital Partners

The latest developments in financial products and investments from around the world. ...

Technology
30 June 2021

Financial Institutions Smile On Open Banking Model

A study of several jurisdictions examines the model of open banking, and finds that the financial...

Technology
29 June 2021

Digital Digest: The Latest Tech News - Indosuez WM, Bloomberg

The latest developments in financial products and investments from around the world. ...

Technology
28 June 2021

Digital Digest: The Latest Tech News - Refinitiv

The latest developments in financial products and investments from around the world. ...

Technology
28 June 2021

New Research: Technology & Operations Trends in Wealth Management 2021

This publication today launches a must-read research report assessing all the key technology and...

Technology
18 June 2021

Digital Digest: The Latest Tech News - Standard Chartered, Temenos

The latest developments in financial products and investments from around the world. ...

Technology
18 June 2021

HSBC Private Bank Launches UHNW Trading Platform

The global lender has unveiled a new platform for private banking clients offering UHNW Asian...

Technology
16 June 2021

Digital Digest: BBH Launches Multi-Provider Risk/Ratings Platform

The latest developments in financial products and investments from around the world.  ...

Technology
14 June 2021

Why Wealth Managers Face Cloud Security Challenge

Cloud security has progressed considerably - which is just as well given how this model has become...

Comment & Analysis results for Technology

Technology
18 June 2021

Who Said The Sky's The Limit?

The space environment is no longer the sole preserve of government agencies. Today, it is private...

Technology
1 April 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and...

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...