Technology
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News Team on 22/03/2024
A roundup of the latest technology stories...
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News Team on 21/03/2024
Wealth Dynamix, a provider of Client Lifecycle Management (CLM) solutions for private banks and wealth managers, has partnered with Luna Investment Management, an investment management company working with UK private clients and their advisers, as a new client as part of its partnership with Third Financial
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News Team on 20/03/2024
New European wealth tech Othis has launched its first product as it begins its journey to become a full service wealth management firm.
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News Team on 19/03/2024
Quintet Private Bank – the parent company of Brown Shipley - has partnered with Clearstream, a global post-trade services provider, to support its mutual fund execution and distribution processing activities.
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News Team on 18/03/2024
High net worth (HNW) investors are starting to expect more than a portal when reviewing the digital services offered by a wealth manager.
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News Team on 13/03/2024
Wealth managers are taking up generative AI (GenAI) in spite of increasing reliability concerns, according to a study from EY.
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News Team on 06/03/2024
Greenbank, the ESG investment team of Rathbones Group, has announced the themes for its industry-wide engagements in health, climate and nature this year.
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News Team on 28/02/2024
New global analysis has shown that by 2028 the investment industry will look very different, with digital innovation and AI essential ingredients of future success
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Ian Orton on 27/02/2024
Temenos AG, a Swiss banking software company is the latest to attract scrutiny from Hindenburg Research, a New York-based investment research firm...
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News Team on 23/02/2024
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