Northern Trust Hedge Fund Services (NTHFS) has collaborated with compliance solutions provider Donnelley Financial Solutions to automate the creation, review and output of financial statements …
DBS launches virtual bank tool to recruit wealth managers
Singaporean lender DBS has launched a virtual bank recruiter dubbed Jim to streamline the process of hiring wealth planning managers. The move comes as DBS …
J.P. Morgan Asset Management unveils new digital tool
J.P. Morgan Asset Management has launched a new digital tool from Portfolio Insights that offers custom analytics to enable financial advisers better communicate with their …
RBC Wealth Management—U.S. expands technology offering
RBC Wealth Management—U.S. has launched new products to improve financial advisers’ understanding of clients’ goals. The firm, in collaboration with fintech firm Envestnet, introduced a …
Reyl & Cie: Winning strategies in boutique private banking
Francois Reyl, CEO of Swiss-headquartered boutique private bank, REYL & Cie, shares the bank’s winning strategies with Private Banker International editor Ronan McCaughey. He also …