Tag: asset management

Generali Investments Holding, a powerhouse in the world of asset management with over €504bn assets under management (AUM), has chosen to partner with Fenergo, the industry leader in digital solutions for Know Your Customer (KYC), Transaction Monitoring, and Client Lifecycle Management (CLM).

Arendt Services, a prominent investor and corporate services provider based in Luxembourg, has announced a strategic partnership with Fenergo, a leading Client Lifecycle Management (CLM) solution provider.

Financial simulations are a core part of wealth management, but how can AI transform them to become an even more powerful tool for investors?

FinTech Global, a specialist research firm, has released its WealthTech Market Map, which will serve as an informative guide for financial institutions, wealth and asset management and private banks looking to navigate the burgeoning sector.

Nordea, a leading Nordic universal bank, has struck a deal with Danske Bank, a significant Danish financial institution.

WealthTech is an ever-evolving landscape, with wealth managers perpetually innovating to adapt to client needs. It's absolutely vital for these financial gurus to stay ahead of trends and identify the crucial areas of focus to provide stellar service and maximise client outcomes. As we journey into 2023, let's delve into the top five priorities for wealth managers.

Upgrading technology in investor onboarding offers immense benefits and the asset management industry is quickly catching on. The landscape of regulatory environments is in...

Last month, Aiviq spearheaded a crucial industry event, bringing together forward-thinking leaders from 10 prominent asset management firms.

Lombard Odier Investment Managers has teamed with Systemiq, a sustainability-focused firm, to launch a new investment enterprise. 

WealthArc has consistently emphasised the role of accurate data in making informed business decisions. Over the years, the company has been dedicating significant resources to optimise their data reconciliation processes. The company has released a new report that explores just how it can help firms save time through automation.