The coming decade will witness an unprecedented shift of trillions of assets to the generations that follow the baby boomers. Ian Woodhouse, head of strategy …
Ortec Finance, a market-leading provider of quantitative modeling software for the global wealth management sector, has launched its goal-based financial planning software – OPAL — …
By Theodore N. Krintas, PhD, Executive Vice President, Profile Software. Regulatory changes and the emergence of digital entrants into the wealth management space have indeed …
Clients in wealth management – independent of the wealth segment – do have a preference for bespoke service, individually tailored to their needs. However, the …
Data management is the main challenge for the Fintech industry. Technological developments should consider modular and scalable solutions for companies and usable and easy interfaces …
Will Hong Kong remain the jurisdiction of choice for offshore banking? February 26, 2020 James Turner 
Swiss private bank Pictet launches banking branch in Monaco February 26, 2020 Verdict Staff Singapore’s asset managers suspend China plans amid Covid-19 scare February 26, 2020 Verdict Staff 
