LONDON--(BUSINESS WIRE)--Evooq, the Swiss-based wealth management software services company specialising in risk analytics, portfolio construction, and advisory platforms, and Titanbay, the private ...
NEW YORK--(BUSINESS WIRE)--HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced today that it has selected Addepar, a leading technology platform purpose built ...
AI, blockchain technology to push the wealth management software market to new heights … eventually.
As the wealth management business increasingly becomes a technology business, the wealthtech market is poised for substantial growth and expansion behind the momentum of cutting-edge tech. But we'll ...
This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This follows adoption in the US Private Bank, with rollout in the Channel ...
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Newly reconstituted Wealthspire will have $580 billion in client assets in private accounts and retirement plans.
(Bloomberg) -- EQT AB has appointed Peter Aliprantis as head of its Americas private wealth management business, furthering a push across the industry to offer high-net-worth clients access to private ...
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