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 …
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 Luigi Wewege, SVP of Caye International Bank. When you bring up the idea of offshore banking, it’s not unusual to get a dozen different …
Could you explain what BRP is and what it does? BRP Bizzozero & Partners SA is a Swiss group with a presence in Geneva and …
Hana Financial Investment, CapBridge sign strategic partnership July 19, 2019 Verdict Staff 
Schroders becomes sole owner of Secquaero Advisors July 19, 2019 Verdict Staff Wealth Enhancement Group expands into New Jersey with new purchase July 19, 2019 Verdict Staff 
